Budgeting & Forecasting

Budgeting & Forecasting

To clearly define the long and short-term needs of any business, it is necessary to have sales forecasts and budgets. Both require planning and preparation to ensure that short, medium, and long-term goals are realistic.

At Invictus Advisors, we can help you create an estimate of your company’s finances so that you can conduct a quantifiable and systematic analysis of the financial status of both the present and future of your company.

If you wish to minimize losses or unnecessary expenses, a sales budget is the solution.

How can we help you?

We operate in an industry built on trust. This can only be achieved through communication and support.  There we commit to getting back to you within 24 to 48 hours. 


During the past couple of years, I’ve had the opportunity to work with Invictus Advisors; first as members of the Otay Mesa Chamber of Commerce (where I work at) and later as a customer of their firm. They seem to have the right answer to any question that may arise during those seminars. Not only that, they provide excellent ideas to business owners, always ahead of the game. I’ve seen them flourish and there is nothing that I would like more, than to see them succeed so they can continue serving our community.”

Viviana Ibanez
Programs DirectorPrograms Director, Chamber of Commerce,

Let us do the work for you

Invictus Advisors provides you with chief financial officer services, accounting and business advice strategies. Our strategies are specifically tailored to meet your specific circumstances and needs to help you achieve your goals and objectives.  Get our 3 Business Strategies That Can Double Your Sales and Profits Overnight Report  and start increasing your profits even before you become a client.