Budget Setting Support Meetings

Budget Support Meetings

We at EFS offer one to one dedicated Budget-setting meetings.

Meetings can be held in person via the internet or on the phone.

  • We can pre-populated The Cost Planner Software, automatically creating your three-year plan.
  • We prepare the budget information via Uniquely designed EFS Cost Planner incorporating the latest Payroll information.
  • Our ‘At a Glance’ Page gives an excellent overview of the three-year Budget Projection.
  • We create various ‘What if’ scenarios for Strategic Planning and Restructuring Projects.
  • Various summary reports for Governors meetings
  • Two-page CFR Budget Report for either current year or any of the future years.
  • At a glance three-year CFR Budget report.

Mid-year budget profiling

With the three year planning processes, it is recommended to review the budget mid-year, especially with changes that happen in September with changing teaching staff.

Preparing and adjusting your budget in September keeps your budget up-to-date and will make it easier to relay the new budget of the following year.

Why not give us a call.  Don’t just keep it in your head, come and talk to us, free of charge.

Need help?

Please use our quick enquiry form below and we will be in touch to assist you