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Budgeting & Forecasting
Professional Financial Planning by Licensed CPAs in NYC
At GTA Accounting Group, we provide strategic budgeting and financial forecasting services tailored to the dynamic business environment of New York. Whether you're navigating uncertain market conditions or scaling for growth, our CPA-led financial planning provides you with the clarity and confidence to make well-informed business decisions.
We serve startups, real estate developers, healthcare practices, eCommerce, and other industries operating across NYC and the Tri-State Area.
Small to Medium-Sized Businesses
Strategic Business Budgeting Services in NYC
We develop customised annual and quarterly budgets that align with your short- and long-term goals. Our services include:
- Building departmental or consolidated budgets
- Tracking budget vs. actual performance
- Identifying cost-saving opportunities
- Planning for capital expenditures and significant hires
We go beyond spreadsheets—our budgets are designed for real-world execution and stakeholder confidence.
Effective Budgeting
Cash Flow Forecasting & Scenario Planning
Cash flow is the heartbeat of your business. We help you stay proactive with:
- 12-month rolling cash flow forecasts
- Sensitivity and “what-if” scenario modelling
- Revenue trend analysis and collection patterns
- Planning for seasonal dips, inflation, or cost fluctuations
Whether you're seeking funding, expanding locations, or preparing for tax season, our forecasts keep you financially ready.
Strategic Budgeting
Industry-Specific Forecasting Models
Our CPA team designs forecasting tools tailored to your sector:
- Startups: burn rate and runway tracking
- Retail: inventory and sales volume forecasting
- Real estate: property income vs. expense projection
- Professional services: labour utilisation and billing cycle planning
We use cloud-based tools (QuickBooks, Xero, Excel, or your platform) to build dynamic reports with real-time insights.
- Licensed CPA Firm with a deep understanding of local business challenges
- Integrated Services — budgeting, accounting, payroll, and tax planning
- Investor-Ready Reporting — support for fundraising and lender compliance
- Year-Round Advisory — not just a one-time budget, but a continuous strategy
We help you understand the why behind the numbers—so you can lead with data, not guesswork.
Partners
