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How to Create a Business Budget from Scratch in Excel

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Clara CFO Group

We've been asked many times to create a video showing you how to create a business budget. Well, here it is!

This video covers everything you need to know in order to create a budget based on last year's P&L. Hannah walks you through what you need to think about in order to budget for every single lineitem in the budget in order for you to come up with the best possible budget for the coming year.

We will do this in Excel, but you can use any spreadsheet software you prefer.

I also mentioned Jirav for budgeting in this video. If you are curious about Jirav and want to schedule a Demo, you can do so here: https://claracfo.com/jirav'>https://claracfo.com/jirav

To learn more about CFO services, go to: https://claracfo.com/cfoservices/'>https://claracfo.com/cfoservices/

Need an accounting system? We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for 12 months! https://claracfo.com/QBO'>https://claracfo.com/QBO

‍♀‍Got Employees? Talk to ADP! They can help you if you are a small business owner or an accountant or advisor who works with small businesses. Learn more here: https://claracfo.com/adprun'>https://claracfo.com/adprun

Pay vendors any way they want and get paid faster! Accept credit cards without paying merchant fees! Melio is a fantastic payments solution for every small business! https://claracfo.com/melio'>https://claracfo.com/melio

(As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases)

Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/

Disclaimer: This video is intended for educational purposes and
should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.

How to Create a Business Budget from Scratch in Excel

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