Budgeting, Forecasting & Planning

Flying blind: Simply reviewing historical financial statements is not enough!

  • Taking the time to build budgets, do performance review and re-forecast the future drives better decisions.

  • All important decisions should be made in the context of a budgeting/forecasting meeting weighting out the pros and cons in a systematic way with real data

Successful Large Organizations make important decisions in the context of a  budgeting, forecasting and planning process.  Many large companies have hundreds or thousands of people directly involved in providing management with the projections.

  • Accounting Department > Finance Department > Decisions Makers

Operate like the Big Companies:  We can help your team implement these time tested methods by providing our technical expertise and experience.

We will be your Outsourced Finance Department

At Belton Financial Management we are experts in building budgets and plans, let us do the heavy lifting for you.

  • This will enable you to exclusively focus your time on the value adding discussions and thoughts, not complicated model-building.

  • Because we are so much more proficient than the other firms, we can deliver this service at a price-point that our competition simply cannot achieve.

We will facilitate and optimize the performance review process to focus on what is most important.

  • Drive the necessary discussions, ask the important questions.

  • Simply show up to the meeting and we will have the analysis ready for discussion.

Our experience with a diverse group of clients gives us a unique and insightful perspective that an exclusively in-house team would not have.  

  • Share best practices in respect to optimizing your budget and financial review process.

  • Develop actionable conclusions like specific cost/expense saving recommendations.



  • Systems setup for new and established businesses
  • Compilation of financial statements
  • Cash Flow and Budgeting Analysis
  • Financial Forecasts and Projections
  • Financial analyses to assist decision making


  • Accounting software
  • Computer systems implementation
  • Chief Financial Officer Services at affordable rates


  • Arranging low cost third party financing for purchase/sale of professional practices
  • Up to 100% financing of equipment and other capital expenditures
  • Arranging lines of credit and term loans

Restructuring Advisory Services


  • Preparation of tax returns for individuals and corporations, specializing in professionals