Companies that actively use budgeting & forecasting are:
We build your company’s financial-commercial plan, deploy world-class reporting technology, and walk beside you month after month — turning numbers into business decisions.
Most mid-sized companies operate in reactive mode: they review last month’s financials, react to what they see, and make decisions by gut feeling. No plan. No model. No way to know if they’re on the right track.
of companies that fail do so because of cash flow problems — but cash doesn’t run out on its own. It runs out because these issues operated silently for months.
They don’t know which products or clients create value and which destroy it. Margins erode without anyone understanding why.
They invest in expansion before knowing whether revenue can support it. Fast-growing companies are the most vulnerable.
When a budget is made, it assumes everything will go well. Without scenarios or a Plan B, commitments are locked in before reality hits.
“A budget is not an accounting exercise. It’s a declaration of commercial intent translated into numbers. And forecasting is the act of confronting reality against the plan every single month.”
When a company says “we’re budgeting US$5M,” what it really says is: we believe we can sell these products, to these clients, at this margin. That’s pure commercial strategy.
Forecasting confronts real numbers against the plan: why are we off track? Is it volume, price, client mix? What do we do about it? That’s not accounting. That’s real-time commercial management.
Strategic chart of accounts + evaluation and migration to QuickBooks Online.
Budget with scenarios + 3-way forecast (P&L, Balance Sheet, Cash Flow connected).
XOMA Report: automated dashboards in 2 weeks. No Power BI, no technical team required.
Monthly forecast vs. reality. Concrete commercial recommendations, every month.
What takes others months with Power BI, we deploy in 2 weeks. Natively connected to QuickBooks Online.
Growing faster than their financial structure can support. They need order, visibility and a plan.
Operating but not growing. Margins compressing, the team managing inertia rather than creating value.
Implementation fee + monthly retainer. XOMA Report and QuickBooks Online included in every plan.
All plans include permanent QuickBooks Online (QBO) support.
Plan prices do not include Accounting services, available at an additional cost of US$400 – 2,500.
Let’s schedule a 30-minute meeting. We’ll show you how XOMA transforms financial information into business decisions.
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