About this service
Annual budgets, forecasts and scenario planning, plus preparation of the numbers that investors and banks ask for.
What is included
- 01Annual budgets and forecasts
- 02Scenario planning
- 03Fundraising and loan readiness
- 04Business and personal financial planning
Who this is for
Financial Planning is usually a good fit if you are planning a loan or fundraise in the next year, if the business makes money but there is never cash when you need it, or if there is no budget and spending decisions happen on the go. If you are not sure, call us and we will tell you honestly whether you need it.
How we work
- Set up. We clear pending work and set up proper accounting processes.
- Run monthly. Books closed, filings done and reports shared every month.
- Review. A monthly call to go through the numbers and upcoming decisions.
Contact
Let's talk about your business.
Call or email us. The first discussion is free, and we will tell you honestly what you need and what you do not.
Email us