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Budgeting and Forecasting Services in Perth

We help business owners predict performance and control costs with clear financial forecasts and budgets that align with growth targets.

Business owners meeting with an accountant to discuss financial strategy and tax planning.
Business owners meeting with an accountant to discuss financial strategy and tax planning.

Turn Numbers Into Direction

Our budgeting process links sales, expenses and cash flow to create a realistic financial roadmap so you can see problems before they arise.

Revenue Forecasting

Complete lodgement and reporting for companies

Expense Planning

Ensure beneficiaries receive income effectively

Scenario Testing

Maintain accurate dividend and credit records

Variance Tracking

Identify and implement structure improvements.

Our Budgeting and
Forecasting Services

We turn raw data into clear forecasts that guide spending and investment.

Annual and quarterly budget creation

Rolling forecasts for cash flow and profit

Goal alignment and KPI integration

Variance reporting and adjustments

Scenario modelling for growth or investment

Accounting team reviewing financial documents and cash flow data together.

Your Trusted Tax
Professionals in Perth

Our CFO advisory team provides ongoing support and clarity so you can plan confidently and achieve targets

Business planning session with financial charts and performance notes on a desk.

Chartered Accountants

Fixed Fees

Monthly Reporting

Proactive Advice

5.0 ★ Rated

5.0

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Average Client Rating Across Google And Industry Platforms

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I’ve been working with Steve for a while now and honestly couldn’t recommend him enough. He’s been a huge part of helping me grow my business, not just with the accounting side but also with CFO-level guidance.

He helped me set up Xero properly, got my tax planning sorted, and has given me clear direction on how to scale in a smarter way. He always thinks outside the box and genuinely cares about the long-term success of my business.

If you’re looking for someone who knows their stuff and actually supports you through the journey, he’s your guy. Highly recommend.

With Clients Across Australia And Years Of Hands-On Business Advisory Experience, We’re Proud To Deliver Results That Speak For Themselves. From Tradies To Professional Firms, Our Clients Trust Us To Keep Their Businesses Compliant, Organised And Profitable

Kantor Advisory Group team meeting with business owners in a boardroom.
Gold star icon symbolising five star client reviews.

Average Client Rating Across Google And Industry Platforms

Frequently Asked Questions

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Kantor Advisory Group team meeting with business owners in a boardroom.

Book Your Business Tax Check

Get expert advice on tax and business advisory in a complimentary 15-minute financial health check.

What do you need help with
Approx annual turnover
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