INSPIRATION: ACCOUNTING TASK TEMPLATES

Budgeting and forecasting_

Set up task templates to keep your budget process swift and on track, especially when coordinating and communicating with multiple stakeholders – all whilst trusting that commercially sensitive information is stored and shared securely in Workiro. Try some of these suggestions:

Example task templates for budgeting and forecasting procedures_

Set up your own templates or click on any of the below to create them as tasks in Workiro:

1. Set up budget templates

2. Add / import current year actuals to date

3. Define global assumptions (exchange rates, inflation, pay-rises)

4. Arrange kick-off meetings with key stakeholders

5. Identify key cost drivers and objectives

6. First draft of budget

7. Schedule budget review meetings

8. Send first budget for review

9. Conduct first round budget review meeting with key stakeholders

10. Make amendments and prepare second draft of budget

11. Review and sign off second budget draft

12. Finalise cash flow and balance sheet budgets

13. Prepare budget presentation for board/team

See more accounting templates_

Month end

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