Budget vs. actual

Yes, through the rolling forecast update, so a material change in trading does not leave the whole budget stale.

Both. Each line shows the amount and the percentage gap, so a small line with a large percentage swing is not missed.

Yes, we include a rolling forecast update where the business chooses to re-forecast through to the financial year end rather than holding the original budget fixed.

Yes, we flag variances that are material relative to the account's size or that break a recurring pattern, rather than listing every line that differs from budget by any amount, since a report treating a five pound difference the same as a five thousand pound one is not useful.

A genuine one-off, such as a legal fee tied to a single event, is flagged separately from the recurring run rate so the underlying trend is not masked by a single unusual month, and the budget for future periods is not built assuming the one-off will repeat.

You do, with our help structuring it against the same chart of accounts we use for the monthly actuals, so the comparison lines up cleanly from month one.

It gets flagged in plain terms in the same report, because a variance report that only shows good news is not useful.

If your records are behind, we scope a catch-up first so budget vs. actual starts from a clean, reconciled base. That catch-up is priced and timed separately from the ongoing engagement, so you always know what each part costs.

Every deliverable under budget vs. actual is reviewed by a senior reviewer before it reaches you. You keep access to the underlying file at every stage, so nothing about the work happens somewhere you cannot see it.