Docstoc

Financial Services Start Up Budget vs. Actual Analysis

Document Sample
Financial Services Start Up Budget vs. Actual Analysis Powered By Docstoc
					Budget vs. Actual Analysis
[COMPANY NAME]                       Starting Date (YYYY-MM):             August/11
    Favorable Variance               August/11       August/11       August/11
    Unfavorable Variance             Budget          Actual          Variance

REVENUES
    Sale of Goods                                -               -               -
    Sale of Services                             -               -               -
    Other Sales/Income                           -               -               -
    Grants Awarded                               -               -               -
    Interest Income                              -               -               -
TOTAL REVENUES                                   -               -               -

COST OF SALES
    Direct Labor                                 -               -               -
    Subcontractor                                -               -               -
    Sales Commissions                            -               -               -
    Merchant Account Fees                        -               -               -
    Inventory Sold                               -               -               -
    Warranty Maintenance                         -               -               -
TOTAL COST OF SALES                              -               -               -

GROSS PROFIT                                     -               -               -

GENERAL & ADMINISTRATIVE
EXPENSES
    Accounting Services                          -               -               -
    Advertising and Promotion                    -               -               -
    Automobile Expense                           -               -               -
    Bank Service Charges                         -               -               -
    Business Licenses and Permits                -               -               -
    Charitable Contributions                     -               -               -
    Computer and Internet Expenses               -               -               -
    Continuing Education                         -               -               -
    Depreciation Expense                         -               -               -
    Dues and Subscriptions                       -               -               -
    Foreign Exchange Gain or Loss                -               -               -
    Insurance Expense                            -               -               -
    Interest Expense                             -               -               -
Budget vs. Actual Analysis
    Legal                          -   -   -
    Meals and Entertainment        -   -   -
    Miscellaneous Expense          -   -   -
    Networking/ Bus. Development   -   -   -
    Office Supplies                -   -   -
    Payroll Expenses               -   -   -
    Postage and Delivery           -   -   -
    Printing and Reproduction      -   -   -
    Rent Expense                   -   -   -
    Telephone Expense              -   -   -
    Travel Expense                 -   -   -
    Utilities                      -   -   -
    Website Development            -   -   -
TOTAL G&A EXPENSES                 -   -   -

NET INCOME (LOSS)                  -   -   -
Budget vs. Actual Analysis
[COMPANY NAME]
    Favorable Variance               September/11 September/11 September/11
    Unfavorable Variance             Budget       Actual       Variance

REVENUES
    Sale of Goods                             -            -              -
    Sale of Services                          -            -              -
    Other Sales/Income                        -            -              -
    Grants Awarded                            -            -              -
    Interest Income                           -            -              -
TOTAL REVENUES                                -            -              -

COST OF SALES
    Direct Labor                              -            -              -
    Subcontractor                             -            -              -
    Sales Commissions                         -            -              -
    Merchant Account Fees                     -            -              -
    Inventory Sold                            -            -              -
    Warranty Maintenance                      -            -              -
TOTAL COST OF SALES                           -            -              -

GROSS PROFIT                                  -            -              -

GENERAL & ADMINISTRATIVE
EXPENSES
    Accounting Services                       -            -              -
    Advertising and 
				
DOCUMENT INFO
Shared By:
Tags:
Stats:
views:103
posted:5/14/2012
language:Unknown
pages:26
Description: This document provides a budget vs. actual report, with monthly breakdowns, for a financial services start up. Company managers should use this template form to track performance for certain business areas, such as revenues, cost of sales, gross profit, and general and administrative expenses. The template spreadsheet requires an input for the budgeted amount, the actuals for the month, and then tabulates any variance. Reviewing budget vs. actual numbers each month can help managers spot variances and take the necessary means to realign actuals with budgeted amounts. Variances are presented line by line to help analyze the overall operations and prompt management to cut costs, reallocate resources, and/or increase sales quotas.