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  • Beyond the Rearview Mirror: Budgeting & Forecasting That Actually Work

Beyond the Rearview Mirror: Budgeting & Forecasting That Actually Work

October 8, 2026

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12:00 pm

Webinar

Episode 4 of the Groundwork | Foundations of Accounting series

Most mid-market businesses don’t budget. And the ones that do often build it once, file it away, and don’t look at it again until year end. That leaves big decisions like hiring, equipment purchases, and growth plans resting on gut feel and the current bank balance.

In this session, Rea’s [Speaker Name] and [Speaker Name] showed how to build a budget that reflects how your business really runs, keep it relevant with rolling forecasts, and use simple frameworks to decide what comes next.

Missed it live? Watch the full recording below.

 

What We Covered

  • Why most businesses skip budgeting, and the risks that come with it
  • How to build a working budget from the information you already have
  • Expense-tracking shortcuts that save time without sacrificing accuracy
  • How rolling forecasts keep your budget useful all year long
  • Simple frameworks for spotting trends and making better decisions

Want help putting this into practice?
Our team works with business owners and finance teams to build budgets and forecasts they actually use.

 

[Connect with a Rea advisor]