Once per year
Annual Budget Build
A collaborative build of your annual budget with shared assumptions you can revisit through the year. For owners who want a calm plan to steer by rather than reacting month to month.
$780 USD
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Budgeting & Cash Flow Advisory
A clearer view of where your money is headed
We help business owners build honest budgets and readable forecasts — the kind you actually look at each month, without dreading what you'll find.
Start a conversationFinancial planning that fits how you actually work
Most businesses track what happened. Fewer plan for what's coming. Aurivex sits alongside you to build the kind of financial picture that makes decisions easier — not a deck full of charts, but a shared understanding of your numbers and what they mean for the months ahead.
We work with business owners who want steady footing, not constant surprises. The approach is collaborative, the language is plain, and the plans are ones you can actually use.
What working this way gives you
Each of these is a practical shift in how you relate to your finances — not abstract, but felt week to week.
Visibility ahead
You'll see likely cash positions weeks out rather than reacting to what already happened. That shift alone changes how confidently you can move.
Shared assumptions
Your budget is built together, so the assumptions behind it are ones you recognise and trust. It becomes a tool you reach for, not one that gathers dust.
Fewer surprises
Tight periods rarely appear from nowhere — they give signals early. A rolling forecast helps you notice those signals before they become problems worth stressing over.
A plan you can adjust
Business changes. Plans should too. We build frameworks that can be updated without starting over — so the work has a longer useful life.
Decisions stay with you
We bring the numbers and the context. What you do with them is always your call. Advisory means advising, not directing — you stay in charge of your business.
Progress you can track
Quarterly reviews compare plan with actuals in plain language. You see where things tracked well and where they diverged — and we adjust together rather than starting fresh.
How we work together
A straightforward process, paced to suit your schedule. No jargon, no pressure — just a calm series of conversations and shared documents.
1
We listen first
An opening conversation about your business, where things stand financially, and what you're hoping to understand better. There's nothing to prepare — we work from wherever you are.
2
We build together
Whether it's an annual budget or a rolling forecast, we construct the model with you rather than handing you something finished. That way the assumptions make sense to you from the start.
3
We keep it current
For ongoing services, we update your forecast regularly and flag anything that deserves attention. Short summaries, not long reports — information you can absorb without clearing your afternoon.
4
We review and adjust
Quarterly sessions to compare what was planned against what happened. These conversations are supportive, not evaluative — the goal is a plan that improves with experience.
Working with owners who plan with care
Aurivex works with businesses at different stages — early growth, steady operation, or approaching a significant change. What they share is a preference for calm, considered decisions over reactive ones.
3
Focused advisory services
Designed to complement each other without overlap — budget, forecast, and review.
100%
Decisions stay with you
We inform and support. The choices remain yours, as they should.
Plain
Language throughout
No financial jargon without explanation. Everything is written to be understood, not to impress.
Ways we can work together
Three services that can stand alone or complement each other, depending on what's most useful at this point in your year.
Monthly service
Rolling Cash Flow Forecast
A regularly updated forecast showing your likely position weeks and months ahead. Designed for businesses that want gentle early notice of tighter periods before they arrive.
$320 USD / mo
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Every quarter
Quarterly Planning Review
A calm quarterly session to compare plan with reality and adjust thoughtfully, with a short written summary. Supportive conversations — decisions always stay with you.
$280 USD / qtr
Learn moreReady to see your numbers more clearly?
There's no complicated intake process. Share a bit about where things stand, and we'll take it from there at whatever pace suits you.
Start a conversationGet in touch
Drop us a note and we'll respond within one business day. No pressure, no obligation — just a conversation about what might be useful for your business.