(248) 822-9010
1800 W. Big Beaver Rd | Suite 100
Troy, MI 48084-3531



  • Construction and Contractors
  • Dealerships
  • Food Service/Restaurants
  • Golf/Country Clubs
  • Professional Service Firms
  • Manufacturing
  • Medical Practices
  • Not-for-Profit Organizations
  • Oil and Gas
  • Real Estate
  • Retailers and Wholesalers
  • Retirement and Employee Benefit Plans
  • Service Industries
  • Technologies

Forecasts, Projections and Budgets

In times of economic uncertainty, it is just as important to provide a forward-looking perspective and properly plan for your company’s future as it is to accurately report historical data. The most successful businesses, both local and national, always have an efficient budgeting and forecasting system in place.  We at Metzler Locricchio Serra & Co. P.C. can provide you with consistent and effective ways to plan for your company’s future. The following are just some of the services we can provide in this area:

  • Accounting research and industry benchmarking
  • Analysis of opportunities for growth
  • Analysis of potential acquisitions or analysis and dispositions of segments
  • Creating a budget of expenses and sales forecasting
  • Establishing realistic and attainable financial goals
  • Assisting in strategic planning
  • Providing tax projections and strategies to minimize income taxes
  • Preparing forecasts or projections in support of bank financing or investment capital