Budget & Forecasting Models

Rochester & Canandaigua


Stephen H. Berardi, CPA




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Elmira Contact


Krista L. Niles-Updyke, CPA




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Budget & Forecasting Models

Did you hear the story about the successful business that operated without setting business goals or creating a budget? 

Neither did we.

That’s because strategic business goals and an accurate budget are essential to achieving and maintaining profitability. Through our budgeting and forecasting service, we advise our clients on how to reduce operating costs, improve cash flow, achieve proper financial reporting, and greatly enhance the process of annual corporate and individual income-tax planning. The way our clients tell it, our budgeting and forecasting models are the cornerstones of successful, long-term business plans. And that’s a story we hear a lot.