10 Steps to Successful Budgeting
Calculate for Business Success
The budgeting process may produce anxiety, but it can be managed. The keys are planning, organization, documentation, preparation, and follow-up. The essence is plan first, budget later.
10 Steps to Successful Budgeting walks you through the fundamentals, explaining your role in your organization’s planning and budgeting process. Authors Lianabel Oliver and Eduardo Nin start with a macro perspective, providing an overview of the planning and budgeting process and how it is typically structured within an organization. They then move to preparing a sound budget and defending it to the next level of management. Their combined experience of over 30 years in planning and budgeting will help you navigate this process successfully. The simple, clear explanations and true-to-life examples of budgets and planning tools will help you clarify your departmental spending needs for yourself and others.
Each planning and budgeting cycle, the authors explain, represents an opportunity for change. It is a chance to revisit the old and embrace the new. The budget is not something to fear on your to-do list, but a time to reexamine who you are, what you do, and how you can use your resources more effectively.
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![Lianabel-Oliver.jpg]()
Full ProfileLianabel Oliver is CEO and chief learning officer at OBALearn. She is a recognized expert in the field of cost management and management accounting with extensive industry experience, and has trained thousands of employees at all levels and in all industries.
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Full Profile
Eduardo A. Nin, CPA, MBA, is a seasoned financial expert and consultant with experience in high-volume manufacturing, process improvement, strategic planning, business start-ups, and personal finance. He has worked with organizations such as Hewlett Packard, Baxter Healthcare, and Coopers & Lybrand, among many others. He also developed and facilitates courses on planning and budgeting for the nonprofit Asesores Financieros Comunitarios and speaks in many public forums on these topics. Eduardo has a BBA from the University of Miami and an MBA from the University of Pennsylvania. He is a member of the Puerto Rico State Society of CPA.
