Consultation
Budget Variance Review
A structured walk-through of planned versus actual spending, line by line, so your next month’s close starts with clear causes—not guesswork.
Who it is for
Owners and finance leads who need a calm, documented reading of where the budget drifted.
What you leave with
A written variance brief with ranked drivers, recommended adjustments, and a follow-up checklist for the next close.
Included
- Pre-session document checklist and intake call
- Review of budget vs. actual for the agreed period
- Variance ranking by materiality and urgency
- Written brief delivered within five business days
- One clarification call after delivery
Outside this engagement
- Bookkeeping or ledger reconstruction
- Tax filing or statutory audit work
- Ongoing payroll processing
How the review runs
- Share the agreed budget file and period actuals
- We map variances and prepare discussion points
- Joint review session at your site or our office
- You receive the written brief and next-step list
Preparation
Bring the approved budget, period actuals export, and notes on known one-off items.
Constraints
Best suited to businesses with an existing budget framework; we do not rebuild charts of accounts from scratch in this engagement.
Provider
Senior review lead from Brookbase Finance Lens