Business management
Know your numbers before they surprise you
You do not need a full-time CFO to make confident financial decisions. We build a budget, a rolling cash forecast and a monthly report you can read in ten minutes, then help you act on it.
- Best for
- Companies from $500k to $15M in revenue
- Starts with
- A review of 12 months of books
- You receive
- Budget, cash forecast and monthly report
What financial planning and analysis includes
Each engagement is scoped to your business. These are the pieces most clients choose.
Budget and forecast
A realistic annual budget and a 13-week cash forecast that updates as actuals come in.
Pricing and margin review
Product and service level margins, with pricing changes modelled before you make them.
Monthly financial report
A short pack with plain-English commentary on what changed and why.
Bookkeeping oversight
We work alongside your bookkeeper or CPA so the books are accurate and on time.
Funding readiness
Clean financials and projections for bank loans, SBA applications or investors.
Signs it is time
If two or more of these sound familiar, a conversation is worth an hour of your week.
- You check the bank balance to decide whether you can spend.
- Busy months do not seem to leave more money behind.
- You are not sure which services make the most profit.
- A lender has asked for projections you do not have.
How it runs
The same four steps, whatever the size of the project.
Free consultation
A 45-minute conversation about where things stand and what you want to change.
Scope and fixed quote
A written proposal with deliverables, timeline and price. No surprises later.
The work
We do the work with your team, sharing drafts early so you can steer.
Handover and follow-up
Everything documented, your team trained, and a check-in 30 days later.
Financial planning: common questions
Something else on your mind? Call 747-256-5767 and ask.
Are you accountants?
No. We do not file taxes or audit. We work with your CPA and bookkeeper and focus on planning, analysis and decisions.
Which accounting software do you support?
QuickBooks Online, Xero and most point-of-sale exports. If your data lives in spreadsheets, we start there.
Often paired with
Other business management services clients add once this work is under way. See all services.
Talk through financial planning and analysis with us
A free 45-minute consultation. You leave with a short written summary of what we would do first, whether or not you hire us.
Book a consultation