F.  BUDGET, FORECAST & PLANNING

Another frequent business task my clients perform is the budget, forecast and planning process. Publicly held companies use budgets and periodic forecasts to help provide guidance to Wall Street analysts and investors. Privately held companies use budgets and forecasts to help predict cash-flow and future profitability. My clients need a professional with strong analytical skills to provide logic and critical thinking to their process. I have been engaged to help my clients prepare their budgets and forecasts.

"Detailed, accurate, committed to helping you, he’s going to communicate what he finds, he’s going to make sure he understands what you are asking for."

Client
Mid-Sized Oil & Gas Client