Financial Planning and Budgeting Services

Budgeting, forecasting and financial planning support for better control, accountability and growth decisions.

Financial Advisory

Financial Planning and Budgeting Services

Financial planning and budgeting services help organizations create, implement, monitor and revise plans and budgets based on revenue projections, costs, cash flow, capital requirements, performance indicators and variance analysis.

Plan and budget financial resources with more discipline and visibility.

Why organizations need this

  • Optimize allocation and control of financial resources.
  • Improve cash flow planning and liquidity management.
  • Set targets, benchmarks and accountability for activities or projects.
  • Align the financial plan with strategic vision and mission.

What WASO can deliver

Each engagement can be tailored to the client’s sector, objectives, available information and intended use.

Financial planning reportBudget modelScenario forecastVariance monitoring dashboard

Key Benefits

Better profitability, liquidity and solvency planning
Improved risk management and variance monitoring
Scenario-based forecasts and budgets
Clear accountability for financial targets

Our Approach

AssessmentCollect financial statements, budgets and reports; identify objectives.
AnalysisUse ratio, trend and sensitivity analysis to evaluate performance and risks.
PlanningDevelop forecasts and a flexible financial plan.
BudgetingAllocate resources and prepare detailed revenue and expenditure budgets.