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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:
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Help! The SBA requires a 2-year budget. What are they looking for? Why do I need to do that?
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How do I format this? What is included?
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Why is budgeting necessary with my financial planning?
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How do I forecast revenue and expenses?
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What is a capital budget?
Common categories that need to be addressed when budgeting:
HOUSING
Mortgage
Rent
Property Taxes
Household Repairs
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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
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medical
Primary
Urgent
Dental
Speciality
Emergency
Medication
Medical Devices
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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)