Bus. Planning

Michael Goldman & Associates, L.L.C. - Consulting & CPA Services

Business Planning

Budgeting and Forecasting to control and improve the business

· Analysis and identification of historical trends and data

· Extrapolation of current trends

· Management review of what will impact current trends - analysis of the effects of:

· competitive changes

· anticipated management actions

· strategic - new assortments, better purchasing, better labor scheduling, plant remodels, etc.

· economic forecasts

· cost changes

· current momentum

· Quantify impact of anticipated changes on existing trends

· Logic checks

· Development of detailed budgets and forecasts by item by period

· Development of detailed time and action plans to achieve budgets

· Follow-through on time and action plans

· Development of corrective action when planned results are not being achieved

· Feedback into next budget cycle

Cash Management

· identify trends and flows - cash, inventory, receivables, payables, debt, other business needs

· forecast future flows

· react to forecasts to optimize cash and working capital positions

Expense Control and Reduction

· trend analysis

· cost/benefit analysis

· activity based analysis

· affordability analysis

· productivity improvement

· spending efficiency improvement

· detailed time and action plans for improvements (see budgeting above)

Productivity Enhancement

· Work-flow Analysis

· Systematization

· Task and Labor Scheduling

For more information on our recent engagements in the planning area, please see our Planning Engagements page in this web site.

[ Home ] [ Up ]