Projects

Your business is dynamic. Shouldn’t your planning and forecasting environment be as well? We build to scale, speed, and flexibility into our modeling and forecasting tools.

Cashflow Forecasting

A well-designed cash flow forecasting template is invaluable. With this resource, businesses can track and manage key cash flow categories.

However, there’s no one-size-fits-all template. Every business has different objectives that should shape the report. At Whizzo, we work with you to determine your objectives and develop financial tools to meet your needs.

Company Budgeting

A company budget is a comprehensive estimation of a business’s expenses and revenues for a fiscal period. People often think of a budget in terms of expenses, but that is only part of a budget. At Whizzo, we follow six steps to develop a company budget.

Steps in the Budgeting Process

  1. Communicate with management
  2. Establish goals and targets
  3. Develop a detailed budget to support goals and targets
  4. Compile and revise the budget model
  5. Review the budget and make changes as needed.
  6. Approve and implement the budget

Contact us today to discuss your business needs!