Financial Planning and Budgeting Services

Financial Planning And Budgeting Services

Strategic financial planning provides a clear path towards increasing sustainable success. What’s more, when you operate with the right financial plan, you also create a solid exit or succession plan. This includes strengthening your company for transfer to employees or beneficiaries.

Forbush and Associates Provides Insight Into Answering The Following Questions:

How do I increase cash flow and profitability?
What is equitable compensation for my employees and a fair return on investment?
What are the benchmarks for my industry? How does my company compare?
What is my company worth today in transferable value?
Does my business strategy match my personal financial strategy?
How does my strategy increase my company’s value and personal net worth?

Forbush and Associates also evaluates your decisions for strategic impact and return on investment. We utilize superb forecasting and operational analysis to improve your financial management by:

Examining expenditures and introducing cost savings
Creating departmental and company budgets
Setting benchmarks to identify your company’s strategic and long-term health

“Forbush and Associates has been our contract CFO and Controller since 2002. Being a general contractor, Forbush and Associates assisted us in each step of the way from one subdivision and 2 houses being built at one time to 6 subdivisions and more than 30 houses being built at the same time. Additionally, Forbush and Associates worked diligently in diversifying our client base in efforts to reduce the fluctuations of a residential construction market to our revenue streams. Due to Forbush and Associates assistance, we built other revenue sources and streams that provided us more than $10,000 per month in free cash flow while other contractors went out of business. Forbush and Associates has worked with us in seeing new opportunities in farther reaching communities and has begun to assist in rebuilding our Company after a rough three years including international operations. I would recommend Forbush and Associates to anyone whether it be a tax return preparation or full service business consulting and administration.”

“Working with Forbush and Associates has given me peace of mind. I trust your advice because you have a reputation of integrity and honesty and working with Forbush’s team has helped me dramatically to improve communication with my lawyer…your team had the knowledge, experience, wisdom and my best interest at heart. There is no way to repay you for what you have done for me, but I think your team is wonderful and wanted you to know.”

“Minuteman Press has used Forbush & Associates for the past four years and we are extremely happy with their strategic planning and tax consultation services. During this time, we have received over $30,000 in refunds from Federal & State taxes that we were not able to recover while using our previous tax preparation company.In addition, we have improved our cash flow and bottom line performance by more than $125,000 as a direct result of Forbush’s strategic planning advice. Who would have anticipated that a simple review of past tax returns could lead to these kind of results?I strongly urge any small business owner to have Forbush & Associates review your last 2-3 year’s tax returns. You won’t be sorry!”

Let Us Help You Get Started Today!

"We have used Forbush & Associates for the last 2 years returns. Both times we were pleasantly surprised at the rate of return on investment!"

Ryan G

April 2014

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