Welcome to JASON LOWE PTY LTD

Forecasting & budgeting

Forecasting & budgeting

Now more than ever, Australian businesses recognize the critical importance of robust, precise forecasting and dependable real-time budgeting. Several factors contribute to this urgency: heightened expectations from bankers and lenders with specific compliance requirements, and the unpredictable impact of crises like COVID-19, which revealed the vulnerabilities of inflexible annual processes.

Our observations also highlight that businesses that actively plan and forecast tend to achieve superior financial outcomes compared to those that do not. A comprehensive plan should not only assess current financial standings and upcoming opportunities but also anticipate potential downturns to effectively navigate fluctuations in your industry and the broader market.

Situations such as sudden liquidity challenges or low cash reserves can arise unexpectedly. A flexible budget and forecasting approach, considering various scenarios, position your business to swiftly capitalize on opportunities or proactively manage future risks.

A 3-way forecasting model

At JASON LOWE, our team collaborates closely with clients to strategically plan for their future using our comprehensive 3-way forecasting approach. We integrate profit and loss, cash flow, and balance sheet data with realistic assumptions to provide a thorough overview. This ensures you and your stakeholders feel confident that your business has thoroughly evaluated potential operational scenarios and associated risks, thereby enhancing future performance.

We assist in developing an annual budget alongside a rolling forecast, allowing flexibility to adapt to uncertainties. With each month and quarter, we update projections to reflect current market conditions and assess your business's progress. When new opportunities, challenges, or global events emerge, we promptly adjust forecasts and collaborate with you to devise proactive strategies.

How we help

Our services include:

  • Assistance with building a financial model for your business
  • Reporting against your model including analysis of key variances, including dashboard designs
  • KPI measurement and planning
  • Maintenance and updating rolling models on a monthly basis