Budgeting and Forecasting
Strategic budgeting and forecasting to help you plan ahead, stay agile, and make informed decisions.
Annual Budgeting
Collaborative planning to define revenue, costs, and margin expectations for the coming fiscal year.
Rolling Forecasts
Ongoing projections based on updated actual performance and changing conditions.
Cash Flow Forecasting
Proactive insight into upcoming cash needs and liquidity planning. See Cash Management for more details.
Scenario Planning
Custom tailored modeling to support smarter decision-making.
Budget vs. Actual Reporting
Track performance against plan with timely variance analysis.
CPA Oversight & Review
Realistic financial modeling led by designated professionals.
Why Budgeting & Forecasting Matters
For small and medium-sized businesses, budgeting and forecasting are often underutilized. Many owners rely on instinct or historical performance rather than clear financial planning, and that may work for a short time. A strong financial plan doesn’t just tell you where you’ve been; it gives you visibility into where you’re going and how to get there.
Your Financial Roadmap
Budgeting and forecasting allow you to map out your business’s financial future with intention. A budget sets the course, it’s your financial blueprint for the year. A forecast keeps you on track, it adapts to reality as the year unfolds. Together, they help you proactively manage expenses, allocate resources wisely, and make informed decisions about growth, hiring, and investment.
Planning for the Unplanned
One of the most valuable aspects of forecasting is scenario planning. We help you model what-if situations so you’re ready for whatever comes next. What happens if sales drop 15%? What if you double headcount? Having answers to these questions in advance gives you confidence to make bold moves—or pull back when needed.
Who Needs It and When
If your business is generating more than $2M in revenue and growing, budgeting and forecasting become essential. This is the stage where intuition and basic reports are no longer enough. You need structure, visibility, and foresight to scale sustainably. Our services are particularly valuable if you’re planning for expansion, navigating financing conversations, or looking to improve operational discipline.
Integration with Your Broader Financial Strategy
Our planning services aren’t delivered in isolation. If you’re also working with us on Scalable Bookkeeping or our other Fractional Controller services, your forecasts are powered by up-to-date, accurate data. This allows us to quickly identify variances, spot opportunities, and adjust course, without reinventing the wheel each month.
What Origin Provides
At Origin, we build custom financial models that go beyond templated spreadsheets. Our budgeting process includes input from leadership and department heads, aligning your financial plan with your strategic goals. Forecasts are updated regularly based on actual performance and changing business conditions, giving you real-time clarity. Whether it’s modeling cash flow for a new location or planning for seasonal swings, we equip you with tools you can trust.
The Origin Approach
We believe financial planning should be collaborative, not prescriptive. We work closely with you to understand your business model, seasonality, cost structure, and growth trajectory. From there, we build budgets and forecasts that are both detailed and usable—tools you’ll actually refer to, not bury in a folder. And because everything we do is CPA-led, you can trust that it’s grounded in experience, not guesswork.
From Reactive to Proactive
Ultimately, budgeting and forecasting help shift your business from reactive mode to proactive control. Instead of asking “What happened?”, you’re asking “What’s next—and how do we prepare?” That’s the power of financial clarity, and it’s what we deliver every day at Origin.
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What our Clients Say
We were introduced to Origin as a firm that could help us through the maternity leave of a key admin and finance person in our 18-employee company. Over a series of meetings, we developed a format that would work for our situation and implemented shortly after.
The relationship has worked very well since, delivering on both the accounting and the advisory side. It has been much more than simply filling in for a leave employee, and when that employee returns, the efficiencies and organization that Origin has built into the role will allow her to work much more effectively. Origin is an innovative company that I can recommend without hesitation.Peter Sziklai
Owner and President, Tsawassen Collision Ltd.
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What our Clients Say
Matt and the Origin team have transformed our financial operations at Stevenson Industrial Refrigeration. From day one, they delivered comprehensive reporting, rolling cash-flow forecasts, and expert guidance, including leading the implementation of our new accounting system and enhanced reporting templates.
The processes they put in place quickly uncovered internal theft, and they navigated the bank’s financial requirements to facilitate our company buy-back. Thanks to their clear, actionable advice, we now enjoy real-time visibility into our pipeline, resources, and cash position.
I consider Origin a true partner in accounting and finance.Bob Stevenson
President and CEO, Stevenson Industrial Refrigeration Ltd.
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What our Clients Say
Origin Accounting has been a pleasure to work with. Since bringing them onboard to be our Fractional Controller in October of 2023, the business has been running smoother, cleaner and we have a clear outlook on our financial health, cash flow, and always know where we stand with our projects.
Owning a construction company can be rewarding but also very risky so having live data to work with is critical for planning and operating successfully. I would highly recommend hiring Matt, Zohra and their team. The future is brighter with them on your side!Shayne FInskars
Owner, City & Country Contracting Ltd.
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What our Clients Say
It is a pleasure working with the team at Origin Accounting. They have brought clarity and consistency to our financial systems—managing everything from monthly bookkeeping and AP/AR to board reporting and audit prep.
Their approach is thorough, responsive, and tailored to the unique needs of our small nonprofit. It’s obvious that they care about our work – they are as familiar with our programs, funders, and operations as we are! Thanks to their support, I feel more confident in our numbers and have more time to focus on our mission.Tina Strehlke
Minerva BC
Most clients choose a monthly or quarterly cadence, but we can adjust based on your business needs, seasonality, or growth stage.
Yes. We offer both one-time and ongoing planning support depending on your goals—whether it’s for internal use, banks, or investors.
That’s exactly when forecasting is most valuable. We’ll help build models that adjust for volatility and guide smarter decisions.
No, but it helps. If we’re already managing your books or acting as your controller, we can build more integrated, real-time forecasts.
Definitely. We are experienced in building presentation-ready budgets and forecasts that may include executive summaries, visual dashboards, and supporting notes to give stakeholders the confidence they need.
Flexible Accounting and Finance
Solutions for Founders
Our service packages are purpose built for growth, whatever stage of the business lifecycle you find yourself, our in house bookkeepers and designated accountants are here to help.
Service Add-Ons
Catch-up Bookkeeping
Compilation Engagements
Audit & Review Engagement Preparation/Support