Budget Planning Tool

You are a few steps away from accessing your free budget planner tool. There are a few important things to note about using this tool and I want to ensure you understand them.

The tool has been created using Microsoft Excel, which is a wonderful application, but it can be dangerous as things can go wrong. If you override one or more of the many formulas you may end up with misleading results, and this could have serious ramifications in respect of the business decisions you make. It is easy to override formulas in excel without even knowing you have done so.

Therefore, prior to making any major decisions in respect of the results you generate from using this tool I recommend you consult your accountant. A good accountant will be able to look at your budget result, consider it in the light of the previous trading results for your business, and challenge you on any major variances between your current budget, generated from this tool, and the existing trading pattern.

Prior to giving you access to the tool, I would like you to confirm your understanding of this potential for the tool to generate misleading results (because of your accidental overriding of a formula) and of the advantage of meeting with your accountant prior to making major decisions based on the results generated from the tool. To provide your confirmation please complete the form below, once you have done so you will have immediate access to the tool.