Multi-Year Budget Planning That Actually Works

Most businesses struggle with budgets that break down after six months. We help you build financial frameworks that adapt and evolve with your business over multiple years.

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Professional team analyzing multi-year financial projections and budget scenarios

Why Traditional Budgets Fail

Single-year budgets assume your business will stay the same. But growth brings new challenges, market shifts create unexpected opportunities, and economic changes require different strategies. We've seen too many companies hit Year Two with budgets that no longer match reality.

  • Revenue assumptions that become outdated quickly
  • Fixed cost structures that don't scale with growth
  • No contingency planning for market changes
  • Disconnection between strategic goals and financial resources
Business owner reviewing failed budget projections with consultant guidance

Our Rolling Framework Approach

We build budgets that evolve. Every quarter, we review and adjust the next three years based on what you've learned and where markets are heading. This isn't about predicting the future - it's about staying ready for whatever comes next.

  • Quarterly reviews keep projections realistic
  • Built-in scenario planning for different growth paths
  • Cash flow management that prevents surprises
  • Strategic alignment between vision and resources
Dynamic budget planning session with rolling forecasts and scenario analysis

Beyond Spreadsheets

Your business deserves better than complex spreadsheets that break when you add a new product line. We use professional forecasting tools that handle complexity while staying practical.

Real-Time Budget Tracking

Connect directly to your accounting system and see how actual results compare to projections. No more waiting until month-end to know where you stand financially.

3-5 hrs Average time saved per month on budget analysis
Advanced budget tracking dashboard showing real-time financial performance metrics

Who You'll Work With

Our team combines practical business experience with financial modeling expertise. We understand both the numbers and the reality of running a business.

Saskia Thornfield, Senior Financial Strategist

Saskia Thornfield

Senior Financial Strategist

Spent eight years helping mid-market companies navigate growth phases. Specializes in cash flow forecasting and has guided businesses through both expansion and economic downturns. Previously worked with manufacturing and tech companies scaling from $2M to $50M revenue.

Dorian Breckworth, Budget Planning Specialist

Dorian Breckworth

Budget Planning Specialist

Former CFO who understands the operational side of financial planning. Has built budget systems for companies in retail, professional services, and e-commerce. Known for creating frameworks that business owners actually use rather than filing away.

Ready to Plan Beyond Next Year?

Most businesses we work with wish they'd started multi-year planning earlier. The companies that thrive through market changes are the ones that see beyond the next 12 months. Let's discuss how this approach could work for your business.

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