Budgets, Forecasts & Financial Projections

We help small and growing businesses develop practical and compliant risk management plans.

Plan your numbers. Plan your success.

Behind every successful small business is a clear understanding of its numbers. A solid budget, cash flow and profit forecast doesn’t just show where your business is – it maps out where you’re heading and how you’ll get there.

At The Business Plan Company, we prepare clear, accurate and easy-to-use budgets, forecasts and financial projections that help small businesses plan with confidence, track performance and communicate effectively with investors, banks and other applications. Most importantly, they are a useful tool to guide the business owner.

Book your free, no-obligation 10-minute consultation today.

Why Projections and Forecasts Matter:

What’s Included:

A well-built financial model turns goals into measurable outcomes. Whether you’re starting a new venture, expanding, or applying for finance, financial projections show that you understand your costs, revenue, and profitability.

Our forecasts help you to:

  • Understand your business’s financial trajectory.
  • Test different growth and pricing scenarios.
  • Prepare for investor or lender meetings.
  • Make better operational and staffing decisions.
  • Build confidence in your financial planning and performance tracking.

We tailor every model to suit your business type, size and goals. A typical financial forecast includes:

  • Budget Overview: Detailed income and expense breakdowns by month and year.
  • Cashflow Forecast: Timing of receipts and payments to help manage liquidity.
  • Profit & Loss Projection: 1–3 year view of revenue, margins and profit trends.
  • Graphs & Dashboards: Easy-to-read visuals for presentations or funding submissions.

Why Choose The Business Plan Company:

Who It’s For:

  • Expertise: We’ve built thousands of financial models across industries – from start-ups to established companies.
  • Clarity: Complex numbers, simplified. We make financials understandable and useful.
  • Accuracy: Built using proven accounting and forecasting methods.
  • Purpose-Driven: Designed to meet investor, lender, or grant requirements.
  • Fast Turnaround: Delivered quickly with guidance every step of the way.
  • Start-ups planning funding or launch.
  • Established businesses preparing for growth or expansion.
  • Companies needing accurate projections for bank loans or investor presentations.
  • Advisors or accountants supporting client financial submissions.

How It Works:

FAQs:

  • Free 10-minute consultation – tell us about your business and what you need.
  • Information gathering – we help you identify what data we need (sales, costs, staffing, etc.).
  • Draft creation – our analysts build your tailored budget and forecast.
  • Review & delivery – you receive a clear, editable model ready for use and presentation.
  • Most forecasts cover 12–36 months, depending on your business goals and funding requirements.

  • Yes – all financial models include graphs, tables and summaries for easy presentation.

  • Absolutely – we often build forecasts alongside business plans or Information Memorandums for funding applications.

  • No – all models are built in Excel or Google Sheets, fully editable and easy to update.

Customer Feedback

Swapnil D.
Dr Warren Thank you for making the whole process very easy, the plan you have made for us is very impressive and very detailed.
Robert H.
Contacted about a transport plan I needed. Explained it was outside their scope, a few days later was contacted by Warren advising he has found someone who may be able to assist. Gone above and beyond when they couldn't help themselves, cannot ask more than that. I can only imagine the service when they can assist. Thanks guys
Dean W.
Warren did an excellent job on our businesses plan, thorough and professional. Highly recommend.
Chris C.
Warren and The Business Plan Company are an amazing service which allows you the opportunity to understand your business from many angles and present it in a professional and foundational way, which provides the confidence and expertise needed to make effective decisions whilst establishing your business or to get an updated oversight for established businesses. In particular, Warren has a great working understanding of the NDIS Registration framework and what Providers need for their business plans and audits. Fantastic, professional and prompt service. Highly recommend. Thanks from Tactical Ability Group.
Dynn S.
Very fast and professional a a very reasonable price, wish I know about this earlier.
Renee S.
I cannot recommend The Business Plan Company highly enough! Their service was nothing short of exceptional. From the moment I reached out to them, they were incredibly responsive, attentive, and knowledgeable.
Despite my tight deadline, they worked tirelessly to ensure that my business plan was completed quickly without compromising on quality.
They are a pleasure to work with, and I will definitely be turning to them for any future business planning needs.
Gary B.
Extremely efficient and done a great job thank you very much.
Chris A.
Outstanding services offered at The Business Plan Company. Thank you Warren and Arnold for helping us with our business plan! Highly recommend for anyone especially new to business.
KUSTOMIZE YOUR S.
Amazing work, great in detail, communication is amazing always letting me know information!! Thanks so much for the plan!
Terence F.
Great service and great final product. Very happy and we'll worth the cost. Would highly recommend.

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