Budgeting and Forecasting
We turn your plans into numbers and your numbers into action. Build budgets. Forecast outcomes.
Lead with confidence.
A good plan starts with numbers you can trust and the clarity to act on them.
Budgets and forecasts aren’t just spreadsheets.
They’re your roadmap for the future.
We turn your goals into clear, structured budgets and forecasts that grow and adapt with your business.
What you gain:
- Confidence in your numbers
- Clarity on cash flow and growth
- A roadmap you can actually use
We keep the process simple and practical.
No jargon, no confusion, just tools that help you plan with confidence.
What you can expect:
- Budgets that reflect your real goals
- Forecasts that flex as things change
- Clear reports to guide confident decisions
Whether you’re planning to scale, managing day-to-day cash flow, or preparing for investment, we give you the financial clarity to make proactive decisions instead of reactive guesses.
Strong journeys need clear maps. We’ll help you draw yours.
Budget Planning
Simple. Structured. Aligned. Budgets That Reflect Your Business Goals.
We help you build clear, realistic budgets that align with your goals, from simple profit and loss plans to cash flow-focused tracking.
It’s not about overcomplicating. It’s about giving you the numbers you need to stay in control, spot issues early, and measure success as you go.
We provide tailored Budget Planning support to help you manage costs, stay accountable, and lead your business with calm financial confidence.
Forecasting Models
Flexible. Forward-Looking. Multi-Dimensional. Forecasts Built For Smarter Planning.
We create tailored financial forecasts that go beyond the basics and cover profit and loss, cash flow, and balance sheet projections to give you a full, connected view of your business.
Whether you’re modelling revenue streams, exploring cost scenarios, or preparing for funding, our forecasts help you look ahead with clarity and purpose.
We provide forecasting support that’s adaptable, insightful, and designed to grow with your business so you can make smart, strategic decisions with confidence.
Rolling Forecasts
Agile. Adaptive. Always Relevant. Stay Ahead With Real-Time Visibility.
We help you build rolling forecasts that update as your business evolves so you’re always working with the latest data, not outdated projections.
Whether you’re planning 90 days ahead, six months out, or managing cash flow through uncertainty, our rolling forecasts keep you informed, agile, and in control.
We provide tailored Rolling Forecast support to help you respond to change, make faster decisions, and stay focused on what’s next not just what’s behind.
Stop Guessing. Start Planning.
Budgets and forecasts should not sit in a spreadsheet and gather dust. We create practical, living plans that guide real decisions.
Book your free consultation today and put your business on the right path.
Main Services
Whether you need the essentials handled or a proactive partner by your side, our services are built to make finance simpler, smarter, and more supportive.
Explore our full range of services below.
Accounts
Clean, compliant, and clearly explained.
Annual accounts delivered on time, every time.
Clear insights, not just compliance.
A solid foundation for confident decisions and long-term success.
Taxation
Tax made simple, strategic, and stress-free.
Clear advice you can trust.
Calm deadlines, always met.
No nasty surprises — just confidence.
Payroll, P11D and CIS
Handled with care.
Reliable and accurate every time.
Fully compliant, no stress or risk.
Confidence for you and your team.
Bookkeeping & VAT
Smart bookkeeping.
Accurate VAT.
The foundation for financial clarity.
Stay compliant with confidence.
Support growth with reliable data.
Management Reporting
From insight to impact.
Clear reports that make sense.
Track what really matters.
Insights that grow with your business.
Budgeting & Forecasting
Plan ahead with clarity.
Smart budgets you can trust.
Clear forecasts for better decisions.
No nasty surprises along the way.
Systems & Support
Smart systems, ongoing support.
Simplify your finance tech.
Keep everything running smoothly.
Confidence that it all just works.
Your Digital Finance Office
Your modern, proactive finance team.
Streamlined processes, all in one place.
Proactive support that grows with you.
Finance reimagined for today’s business.
Your Virtual Finance Director
Proactive planning, strategic insights.
Clarity when you need it most.
Control over every key decision.
Confidence to lead and grow.
Owlpha’s Growth Academy
Grow wisely, not wildly.
Clarity in your numbers.
Confidence in your decisions.
Profit that’s built to last.
Your Roadmap To Growth Starts Here
Budgets and forecasts are not just numbers. They are the foundation for confident action and sustainable growth.
Book your free consultation now and get the clarity you need to lead with confidence.
What Our Clients Say
Real support. Real results. Trusted by businesses who wanted clarity, control, and confidence — just like you.
Accounting and Beyond transformed our messy and chaotic Zoho Books and Inventory setup.
By getting the fundamentals right, from setup to processes and reporting, they’ve given us real clarity.
We’re finally in control and looking forward to phase two of our project with them.
Having worked with Richard for over 20 years, he and his team have seen us through a number of migrations from Sage 50 to Xero to Zoho along with providing regular guidance, advice and their digital finance office service.
Accounting and Beyond are a valued part of our team and look forward to the next chapter and improvements with AI.
Partnering with Accounting and Beyond through their Digital Finance Office has been a game-changer for us.
What used to feel like constant chasing and confusion is now smooth, structured, and completely under control.
Their mix of expert guidance, smart systems, and proactive support means we finally have the clarity and confidence to focus on growing the business, knowing the finances are in safe hands.
Working with Accounting and Beyond has given us both the structure and the strategy we needed.
Through their Digital Finance Office everything runs smoothly in the background, while our monthly Virtual Finance Director meetings keep us focused on the right KPIs and future plans.
We now have the clarity, confidence, and proactive support to make better decisions and grow the business with control.
Having been introduced to Accounting and Beyond a few years ago, I have seen first hand how beneficial their approach is – not only to our business but also myself – as the owner. Not only doing they take care of all the accounting nitty gritty but more importantly their support, guidance and advice in difficult situations has been invaluable both for my businesses but more importantly myself.
Neil Weisberger
With many years in business, I have come across many accountants and can honestly say that AAB go 'beyond'.
Ben Fisher Managing DirectorAAB pride themselves on their personal approach, expertise and taking accountancy and business support into a new era.
Not only did we need Zoho experts but also key support in a number of areas whether at finance director level or systems and process improvements.
Richard, Louise and their team (our digital finance office) are an asset for our business and we look forward to developing further with them in the future.