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Budgeting & Cash Flow Planning

Budgeting and cash flow forecasting are an essential function for any organisation and help you to plan for a better business future. Your budget is usually set on an annual basis – it details your financial objectives and it enables you to measure your actual results against target projections on a monthly basis so you can see how your business is performing and implement any changes that are needed to get back on track.

Your budget also lets you plan your cash flow – and while profits are the mainstay of any business, cash flow is the lifeblood that keeps the business engines humming. Many businesses have failed simply because they don’t have the necessary cash in their bank accounts to pay the unrelenting expenses that are required to keep the doors open.

At SB Partners we know all the systems and techniques to develop financial budgets and projections that will put you in the drivers seat of your business.


We can help you to:

  • Understand the impact of small changes to overall profitability
  • Plan and prepare for expansion
  • Get your inventory under control by planning sales and stock orders
  • Analyse and anticipate key expenses including taxes
  • Schedule capital expenditure
  • Realise and understand when cash is available

Our business services also include:

ASIC Compliance & Corporate Secretarial

Keeping up with new legislation can be daunting but we’ll make sure you meet all of your compliance obligations

Benchmarking Your Business

Gain insights by measuring performance against similar-sized businesses in your industry


Whether it’s funding expansion, buying new equipment or updating technology, most businesses need finance at some point and we’ll help you find the best solution for your needs.

Mergers & Acquisitions

If you’re buying a new business or joining forces with another one, we’ll help you get the best return on your deal

Performance Improvements

We’ll lift the lid on your business processes and work with you to implement incremental improvements that will have a positive impact on your bottom line.

QBCC Licencing

Whether you’re applying for a new QBCC licence, or upgrading an existing one, we’ll help you meet the relevant requirements.

Risk Analysis and Management

Helping you to ensure your business continuity by analysing your business risks and putting appropriate management plans in place

Starting a New Business

We’ll give your new business a helping hand by setting up your records and accounting systems so things run smoothly and you meet your tax and legal obligations

Selling Your Business

If it’s time to sell we’ll help you make sure it’s the right decision, that you have the best valuation and assist you to negotiate the sale

Strategic Advice & Management Consulting

Market driven strategies and performance plans that will help you deliver powerful results

Succession Planning

Whether you’re planning for the unexpected or planning for retirement, succession planning will keep the lights burning in your business