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Budgeting
How will you get to where you want to go without a road map?  
 
We can help you with your start-up budgeting, short-term and your two-year, five-year, or other long range planning budgets.  Some examples of questions that fall under budgeting when projecting your financials:
  • Help!  The SBA requires a 2-year budget. What are they looking for?  Why do I need to do that?

  • How do I format this?  What is included?

  • Why is budgeting necessary with my financial planning?

  • How do I forecast revenue and expenses?

  • What is a capital budget?

Common categories that need to be addressed when budgeting:

HOUSING

Mortgage

Rent

Property Taxes

Household Repairs

transportation

Vehicle Payment

Gas

Tires

Warranty

Maintenance

Oil Changes

Parking Fees

Repairs

Registration

DMV Fees

food

Groceries

Restaurants

Pet

utilities

Electric

Water

Garbage

Phones

Cable

Internet

clothing

Adult

Adult Shoes

Children

Children Shoes

medical

Primary

Urgent

Dental

Speciality

Emergency

Medication

Medical Devices

insurance

Health

Homeowners

Rental

Home Warranty or Protection Plan

Life

Auto

Disability

household items/supplies

Daily Needs

Tools

personal

Hygienic

Gym Memberships

Cosmetics

Babysitter

Memberships

Subscriptions

debt

Personal

Student Loans

Credit Cards

retirement

Financial Planning

Investing

education

Your College

Children's College

School Supplies

Books

savings

Emergency

Big Purchases

Other Savings

gift/donations

Birthday

Anniversary

Wedding

Christmas

Special Occasion

Charities

entertainment

Alcohol or Bars

Games

Movies

Concerts

Vacations

Subscriptions (Netflix, Amazon, Hulu)