"Failing to plan is planning to fail"

— Benjamin Franklin


An Axcelerate partner will meet with you to set client budgets for the coming year and beyond

This will involve going through each line on the balance sheet and profit and loss to determine what assumptions will be used to set the budgeted amounts. We will collaborate with you to systematically discuss all parts of the business to identify opportunities for improvement.

We will provide management with historical analysis including trends and ratio analysis that can be used to aid in the budget construction. A monthly budget will be prepared for no less than a 12-month period. This budget can be revised on a periodic basis as appropriate.

Client Tips – The Benefits of Budgeting

  • Our budget setting templates establish direction for the business
  • Budget setting discussions unlock ways to improve performance
  • Targets (with incentives) can drive improved sales or better expense/cost control

With your Axcelerate partner, your client’s budgets remain on track systematically

Axcelerate CFOs, LLC
103 Carnegie Center, Suite 300
Princeton, NJ 08540
PH: 609-955-3427

© 2023 Axcelerate CFOs, LLC