Foundation · Complete Budget Program

Your complete financial architecture, built from the ground up.

Bookkeeping records what already happened. Foundation gives you the instrument that tells you what to do next: an annual budget, a rolling forecast and the indicators that actually drive your decisions, built around how your business earns and spends rather than a generic template.

What is included

• A full review of your current financial data and chart of accounts
• An annual budget with monthly detail, built on your real cost structure
• A cash flow projection that separates profit from money in the bank
• An indicator dashboard: margin by service or procedure, break-even, customer value
• A working session to walk through the model and hand it over to you

Timeline

Approximately 40 days from the date your data is complete. You receive a checklist of everything required at the start, and the clock begins when the final item arrives. Projects where data is ready move faster.

Best suited for

Dental practices and small businesses preparing for a new fiscal year, planning an expansion, or heading into a financing conversation.

Delivered remotely, in English or Portuguese. Budget Express Consulting is a Canadian company based in North Vancouver, British Columbia.