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I will replace your outdated annual budgets with the monthly rolling financial forecast
I Build Financial Forecasts That Help You Plan Pitch and Grow
Hi, I'm Taylor Morley a finance professional specializing in financial forecasting, budgeting, cash flow modeling. With experience in corporate finance, I help startups, small businesses, entrepreneur...
About this Gig
Still working off an annual budget that was outdated by month three?
Static budgets break the moment real numbers come in a slow quarter, a cost spike, a new opportunity, and suddenly your "plan" is just a document nobody trusts anymore. Growing and seasonal businesses need something that adapts, not a number frozen in January.
That's exactly what a rolling forecast fixes.
I'm a finance professional experienced in financial forecasting, budgeting, and financial planning. I'll build you a monthly rolling forecast that updates as your actual results come in so your plan stays accurate and useful all year, not just for the first few weeks.
What you get:
- Monthly rolling forecast model (Excel/Sheets)
- Automatic variance flagging vs. actuals
- Rebuilt monthly or quarterly as your business changes
- Clear, easy-to-read format for management or investors
- Built to adapt to seasonal or market shifts
- No more year-end surprises from a budget that stopped being true in February.
- Ready for a financial plan that actually keeps up with your business?
Click "Continue" and let's build your rolling forecast today.
Other Financial Planning & Analysis Services I Offer
FAQ
Q: What's a rolling forecast, and how is it different from a regular budget?
A: A rolling forecast updates continuously each month, it incorporates your actual results and extends the projection forward, so it's always current instead of going stale after month one like a fixed annual budget.
Q: What do I need to provide each month for updates?
A: Just your actual revenue and expense figures for the month (from your bookkeeping software, bank statements, or a simple spreadsheet).
Q: How often will the forecast be updated?
A: Standard and Premium packages include monthly updates; Basic is a one-time build if you just want the initial model.
Q: Can this work for a seasonal business?
A: Yes, rolling forecasts are especially useful for seasonal or volatile revenue, since they adjust to real patterns instead of assuming a flat annual number.
Q: What software will I receive this in?
A: Excel or Google Sheets, fully editable not a locked template.
