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Services • Budgeting & Forecasting

Forecasts built on your own historical numbers.

Budgeting and forecasting services for small business owners in Newark, Granville, Mount Vernon and across Licking and Knox County, Ohio, built on your own historical numbers.

What it covers

Budgeting & Forecasting.

Your own history

Forecasting services built on your own historical numbers, rather than on general assumptions.

Accurate books first

A forecast is only as good as the books it starts from. Monthly reconciliations and accurate business financials come first.

Part of the plan

Budgeting and forecasting sit alongside our business planning and consulting services, so the numbers and the decisions stay in the same conversation.

Questions

Common questions about budgeting and forecasting.

  • What is your forecasting based on?

    Your own historical numbers, taken from books that are reconciled and accurate.

  • Do I need to be a bookkeeping client?

    Start with the free consultation. We will look at where your books stand and tell you honestly what it would take to get them to a point a forecast can be built on.

  • How does budgeting relate to business planning?

    Budgeting and forecasting are part of our business planning, forecasting and consulting services, so they are worked on together.

Reviews

The work, described by the people who paid for it.

5.0 across 21 Google reviews. Read them all

We own a small business with 3 locations in Columbus and Cincinnati. Ken has been a tremendous help to us for over a year. He meets with us on a regular basis to go over the books and provide input.

Bob Doran Google review • August 2022

Ken has been an outstanding bookkeeper for our business. He’s incredibly detail-oriented, organized, and proactive. Since working with him, our numbers are cleaner, clearer, and fully on track. Highly recommend him to anyone who wants reliable and accurate bookkeeping.

Garrett Huber Google review • January 2026

We came to Ken with several accounting issues. Not only he helped solve all of them, he proactively works with us to make sure our accounting needs are met. So we can focus on our business.

W. Nguyen Google review • August 2024

Where we work

An office in Newark, delivered wherever you are.

Office
14 North Park Place, Newark, OH 43055 Monday to Friday 8:00 AM to 6:00 PM, Saturday 8:00 AM to 2:00 PM.

Not sure which of these you need?

That is what the free consultation is for. Tell us where things stand and we will tell you honestly what it would take to get your bookkeeping, payroll and tax support where it needs to be.

Work is delivered remotely through QuickBooks Online, so whether you are in Newark, Granville, Mount Vernon or somewhere else entirely, distance is not a constraint.

Books you can finally make decisions from.

Converting to QuickBooks Online is simple and free, and a monthly subscription is included in our price. Start with a conversation.