Get step-by-step guidance on how to improve your business's budget. Save time and stress while putting together the pieces for a profitable future.

Better Budgeting Course

- OR -


Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

FAST Member? Click here for instant access.

Are You Tired of the Drama and Dysfunction in the Business Budgeting Process?

Budgeting consumes a massive amount of time and resources. It's a stressful and busy time.

Are there ways to improve the effectiveness of the investment we make in the budget process? Can we make better budgeting decisions that lead to higher performance?

There are options within and beyond traditional budgeting. Every company should consider these options discover which could improve their budgeting process. 

What You'll Learn ...

In this course, I’ll:

  • Provide tips and alternative budget systems that can mitigate budgeting challenges and capture more benefits.
  • Explain foundational concepts for budgeting. I'll build on these to show the pros and cons of later budgeting tips, ideas, and alternatives.
  • Reveal the master budget, its sub-budgets, and how they all fit together. This will help you save time and better align company efforts.
  • Explain how to reduce stress during the busy budget season by spreading work out throughout the year.
  • Guide you through the tools for putting together an efficient budget process that saves time and hassle.
  • Show reporting options that engage the company towards higher performance.
  • Explore budgeting process alternatives and how they could improve your budget process.

Course Outline

Section 1: Budgeting Benefits, Challenges, and Basics

  • Welcome and Overview
  • Benefits of Budgeting
  • Budgeting Challenges
  • Modeling Revenues and Costs
  • Ways to Project Numbers

Section 2: The Master Budget and Sub-Budgets

  • The Master Budget and Sub-Budgets Overview
  • The Revenue Budget
  • The Production Budgets
  • Sales and Marketing Budgets
  • The Administration Budget
  • Capital Budgeting
  • The Financing Budget
  • Master Budget Recap
  • Budgeting Compensation

Section 3: The Budgeting Process

  • Budgeting and Strategic Planning
  • Top-Down or Bottom-Up Budgeting?
  • The Budget Process From Start to Finish
  • Testing Budgets
  • Budget Reporting
  • Budgeting Tools

Section 4: Budgeting Alternatives

  • Rolling Forecasts
  • Flexible Budgeting
  • Activity-Based Budgeting
  • Driver-Based Budgeting
  • Zero-Based Budgeting
  • Conditional Budgeting
  • Value Proposition Budgeting
  • Operating Without a Budget

Section 5: Key Takeaways

  • Key Takeaways

Are you a CPA? Get CPE Credit for this course.

Let me be your guide

I’m Rob Stephens, founder of CFO Perspective. CFO Perspective provides finance and strategy guidance to help small businesses succeed. During my career, I’ve been the CFO, SVP of Finance, or Director of Operations of companies from just a few employees to $3 billion in assets and hundreds of employees. I’ve built many budgets and have the scars to prove it. Let me help you reduce the stress and hassle in the budget process.

Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. Get a full refund in your first 30 days if it's not everything you wanted.

Do You Want to Save Time, Reduce Your Stress, and Build a More Effective Plan for Your Business?

Get the Tips and Techniques to Build a Better Budget.

- OR -


Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

The Better Budgeting course is one of the courses you get with a FAST membership.

FAST (Finance and Strategy Toolkit) is the membership program that gives you the resources for better strategic financial management. Get direct access to me as well as courses and tools for improved decisions that lead to superior business performance. The right tools save you time, reduce your stress, and improve your effectiveness.

FAST Member? Click here for instant access.

FAST Members: Click here to get instant access.

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