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Forecasting / Budgeting Services by Sal's House

At Sal’s House, we specialise in providing a comprehensive financial strategy to businesses through our Forecasting / Budgeting services. Our robust offering is centred on creating a systematic and bespoke plan to manage your financial resources with diligent and informed practices. As expert financial strategists, we bring years of combined experience, predominantly in South East Queensland, Australia, though we extend our services across the country.

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Andy Giobbi

Andy Giobbi

With a diverse skill set spanning accounting, financial planning, and mortgage brokerage,
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Shaun Ralph

Shaun Ralph

Shaun has more than 15 years’ experience working in public practice as well as acting as V-CFO in multiple industries including health,
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Pam Munro

Pam Munro

Pam brings a wealth of experience in the field of Finance to Sal’s House. Her extensive background in Bookkeeping, Office Management,
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Markeeta Matthews

Markeeta Matthews

Markeeta is a highly experienced and dedicated Account Manager for Bookkeeping at Sal’s House.
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Alvin Yap

Alvin Yap

Alvin finished his Bachelor of Commerce ( Accounting)/ Bachelor of International Business, Diploma of Languages (Chinese)  at Griffith University.
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What is Budgeting?

Budgeting is a process imperative to every successful business. It lays down a roadmap for your financial journey, complete with a set of targeted goals and avenues for optimal resource allocation. The process extends to tracking, controlling, and potentially adjusting your income and expenses to match or exceed these predetermined objectives.

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How Does Three-Way Financial Forecasting Assist Businesses?

As part of our Forecasting / Budgeting service, we incorporate a three-way financial forecast scheme. This approach combines vital components like the Income Statement, the Balance Sheet, and the Cash Flow Statement. Together, these elements give an inclusive and accurate representation of your company’s financial performance, position, and liquidity. The result is a holistic financial analysis that drives better decision-making and effective evaluation.

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Benefits of our Forecasting / Budgeting Services

Financial Control & Accountability

Our services empower businesses to seize control of their finances, setting specific financial goals and implementing measures to meet and exceed them. This financial control also lends itself to enhancing your business’s accountability with effective tracking and adjustments.

Improved Resource Allocation & Cash Flow Management

Through strategic budgeting, we assist businesses in assigning their resources efficiently. This fine-tuned resource allocation, combined with robust cash flow management, ensures that every dollar works to its maximum potential.

Cost Reduction & Performance Evaluation

We provide an unbiased review of your company’s financial standing, identifying areas of potential cost reduction. Concurrently, performance evaluation takes precedence to ensure consistent growth and development.

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Comprehensive Financial Insight & Decision Making

With sound budgeting and forecasting, we provide organisations with an extensive analysis of their finances, contributing to informed and profitable decision-making processes.

Long-term Planning & Scenario Analysis

Our services extend beyond immediate financial control. They delve deep into long-term planning, optimising working capital, and scenario analysis that helps businesses prepare for future market uncertainties.

Regardless of your geographical location within Australia, our team at Sal’s House is ready to help you unlock the potential of proper budgeting and forecasting. Allow our comprehensive strategies, advanced tools, and industry experience to work in favour of your business’s financial prosperity.

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Sal’s House, where accounting is fresh, fun, and all about you. Our young, modern approach transforms numbers into stories of success.

Reach out to us, share your financial aspirations, and let’s collaborate to make them a reality.

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Andy Giobbi

With a diverse skill set spanning accounting, financial planning, and mortgage brokerage, Andy brings over 8 years of expertise to Sal’s House. Andy is committed to providing his clients with comprehensive financial solutions that encompass their entire financial picture.

At the core of Andy’s philosophy is the belief that a good adviser doesn’t just guide you through numbers, but also through building the right mindset for success. It’s about combining financial know-how with a positive, goal-oriented attitude to guide clients towards their achievements, no matter what stage in life they are at.

Shaun Ralph

Shaun has more than 15 years’ experience working in public practice as well as acting as V-CFO in multiple industries including health, entertainment, construction, and IT. In public practice, Shaun’s experience ranges from structuring/ tax advice and business services to advisory engagements including monthly reporting, financial forecasts, and valuations.

Known for his outside the box thinking and client first mentality, Shaun has become an integral part of his clients’ finance team and the first call made when making a business decision.

Shaun’s modus operandi is to be the trusted advisor for business owners through all stages of business; from humble beginnings, through ramp-up stage and to maturity.

Pam Munro

Pam brings a wealth of experience in the field of Finance to Sal’s House. Her extensive background in Bookkeeping, Office Management, and Human Resources across various industries suggests a well-rounded expertise. Being a registered BAS agent and Commissioner of Declarations further highlights her commitment to professional standards and attention to detail.

Pam’s can-do attitude, organisational skills, and problem-solving abilities make her a valuable asset in optimising business processes. Her passion for writing and implementing policies and procedures lends to a proactive approach to streamlining efficiencies within a business. This not only contributes to operational effectiveness but also allows key personnel to focus on their strengths and enhance client satisfaction.

Pam’s holistic approach to business management prioritises employee well-being and fosters a positive and productive work culture by creating a dynamic environment, encouraging development and innovation, and maintaining a harmonious balance between work and family life.

Markeeta Matthews

Markeeta is a highly experienced and dedicated Account Manager for Bookkeeping at Sal’s House. Her 15 years of bookkeeping experience, attention to detail, and problem-solving skills make her a valuable asset to both the business and its clients.

Markeeta has the ability to form close professional relationships by treating all clients and tasks with the same level of importance, she ensures a high standard of service across the board. Her belief in making staff and clients feel valued is crucial for fostering a positive work environment and client satisfaction.

Additionally, Markeeta’s focus on training and providing resources for staff underscores her commitment to the development of the team. This approach not only enhances individual skills but also contributes to the overall efficiency and effectiveness of the team in delivering top-notch services.

Alvin Yap

Alvin finished his Bachelor of Commerce ( Accounting)/ Bachelor of International Business, Diploma of Languages (Chinese)  at Griffith University. Alvin started working in public accounting in 2019 locally on the Gold Coast before joining Sal’s House. Alvin assists and supports managers, senior accountants, and the firm with their client’s work. Concurrently, Alvin is learning and gaining valuable experience in accounting and business operations.
 
Alvin enjoys being in such a supportive working environment. At Sal’s House there is a great mentorship program to help Alvin grow his skills and knowledge. With the support of the entire Sal’s House team.
 
Alvin enjoys watching and playing basketball with friends, spending quality time with family and friends, and trying out new food and different flavours of bubble tea!