Business Improvement and Budgeting

                              Turn Historic Accounting into Predictive Accounting with ease

            ONE DAY WORKSHOP

             BRISBANE TUESDAY 29 OCTOBER 2013


8:30    Registration and Coffee

9:00    Introduction

9:30    Case Study – Is there a need for             Improvement?

10:00   Data Import and Model Design

10:45  Case Study – Dialogue with Clients

11.30  The PlanGuru Model - Reports and KPI            Statistics

12:30  Lunch

1:30   Case Study Cont – Actuals, variances, and

          rolling forecasts


3:30   Client Marketing

4:00   Open Forum

4:30   Conclusion


A practical session based on years of personal experience

Individual Attention – limited numbers accepted

Full Case Study notes and solutions

Light lunch and morning tea

Free ongoing telephone and email support


  United Service Club

  183 Wickham Terrace

  Brisbane 4000

  The venue does not provide computers, so attendees    need to bring a laptop.  A free PlanGuru license will    be provided for your use.


  $785 per attendee plus GST, payable by 22 October.    Because places are limited, early registration is    recommended, by email to:

  showing name, company and confirmation of laptop.


Paul is a Chartered Accountant with over 30 years experience in the profession. For the past 10 years he has operated a Queensland based specialist consulting practice in Predictive Accounting, Strategic Planning, Financial Analysis and Modelling. His input to any business is practical, hands-on, and designed to give clients confidence in the process of strategic planning and forecasting, as well as knowledge of software tools. 

Paul’s workshops are highly rated – here is a recent testimonial:

I found Paul to be extremely knowledgeable on software products, as well as with the budgeting process in general. He presented the material in an easy to understand manner and gave us ideas for new ways of approaching the budgeting process, interpreting the information from the software tools and creating strategies from budget analysis. I have also been impressed with his follow up subsequent to the training and assistance with my software and budget queries.”

Jennifer Roberts, Business Services Manager, HMW Partners