Budgeting & Forecasting Services in Kent

Selection of UK currency including £1 coins and £10 notes, representing budgeting and financial planning for small businesses

Plan with confidence. Make smarter decisions. Stay financially in control.

At CW Licensed Bookkeeper & Accountant, we help small business owners, directors, and CIC leaders across Kent take the guesswork out of planning. Whether you're managing cash flow or mapping out long-term growth, our budgeting and forecasting support gives you the numbers — and the insight — to move forward.

What’s Included

  • Custom Business Budgets
    Built around your goals — whether that’s investment, stability, or growth.
  • Cash Flow Forecasting
    Plan ahead for quiet periods, expansion, or staffing changes with realistic projections.
  • Scenario Planning
    “What if” forecasts to explore different options and prepare for best/worst-case outcomes.
  • Ongoing Reviews
    Monthly or quarterly check-ins to keep your plan up-to-date and aligned with changing priorities.
  • Cloud-Based Collaboration
    Using tools like Xero, QuickBooks, or Excel, we’ll make sure you always have access to real-time financial visibility.


Who It’s For

  • Sole traders who want better control over income and expenses
  • Limited companies preparing for growth, hiring, or reinvestment
  • CICs needing financial plans for board reviews or funding applications
  • Any business that wants to reduce financial guesswork

Tailored, Transparent Pricing

We don’t use fixed packages. Your quote will reflect:

  • The scope and depth of your plan
  • Frequency of forecasting updates
  • Complexity of your business and goals

Every plan is built for you — no bloated “one-size-fits-all” reports here.

Start Planning with Clarity

If you're tired of making decisions in the dark, let's fix that. Get in touch for a discovery call and learn how financial planning can support the business you want to build.

📞 Book a Discovery Call
📩 Or message us to ask about one-off or ongoing budgeting support