Our Business Budget Planning Worksheet for CFOs and their teams will help you optimize the budgeting process and ensure the many moving parts stay on track and on time.
Kickoff meeting preparation
Inputs and assumptions from last year’s data
FP&A and stakeholder tasks and responsibilities
Leadership review
Budget model adjustments based on new information & review
Presentation to Board
Download the template
Build a better budget, reap the rewards
An efficient, effective budget planning process paves the way for better forecasting and strategizing, especially in the face of uncertainty.
Conquer problems, improve operations, and future-proof the Office of the CFO.
CFO services
Embark can provide CFO-level support for interim roles, ongoing fractional needs, and strategic projects like capital raising or M&A.
Amplify FP&A
Streamline budgeting, forecasting, and reporting. Expand capabilities with strategic insights and analytics for growth.
Treasury
Optimize your cash flow, manage risk, and get better visibility into your finances. We'll streamline your treasury operations from stem to stern for better efficiency and control.
Finance Transformation
Transform your finance function into a strategic powerhouse. We'll align processes and technology with your goals, empowering you to drive business growth.
From technical accounting and compliance to reporting and controls, our former Big 4 professionals have your back. Get the knowledge and bandwidth you've been looking for.
Interim. Fractional. Outsourced. Whatever it takes keep Finance and Accounting running on all cylinders, at all times. Skill gaps and limited bandwidth have nothing on you.
Our Post-Merger Integration Checklist helps ensure the many pieces involved in a merger fit together and form a more powerful, successful combined entity,
%201.svg)
