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Budget Planning & Forecasting
Make confident financial decisions with reliable forecasts. This playbook creates systems for your VA to maintain budgets, project cash flow, and provide financial insights that drive better business decisions.
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Tools Used:ChatGPTGoogle SheetsQuickBooksNotion
Define budget categories aligned with your chart of accounts
Create monthly and annual budget templates
Set up budget vs. actual tracking with variance analysis
Document budget owners and approval thresholds
Pro Tips
- •Start with last year's actuals as your baseline
- •Build in contingency for unexpected expenses
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