Know where your money is going, and what's next
Budgets, forecasts and models that give you a clear, accurate picture of your finances and where they're heading.
Is this for you?
- Owners and finance leads who need a realistic budget or forecast
- Teams weighing an investment, a new location or a pricing change
- Businesses that have outgrown spreadsheets built years ago
What you get
- An annual budget and a rolling forecast
- An ROI analysis for a planned investment or project
- A financial model with scenario and sensitivity analysis
- A cost-reduction review with prioritized actions
Finance services
Budgeting and Forecasting
- Develop precise and realistic budgets aligned with your business goals.
- Create accurate financial forecasts to anticipate trends and plan for the future.
Return on Investment (ROI) Analysis
- Evaluate the profitability of your investments and projects.
- Implement strategies to maximize returns and optimize resource allocation.
Financial Modeling
- Develop robust financial models to support decision-making.
- Conduct sensitivity analysis to evaluate the impact of various scenarios.
Three simple steps
Free consultation
We talk through your goals and the questions your numbers should answer, and agree on a clear first step.
Plan and build
We scope the work, gather your data, and build the models, processes or dashboards with you.
Hand over and support
You get the deliverables and a walkthrough, plus support while your team puts them to use.
Common questions
Do you work with small businesses?
Yes. We work with clients ranging from small businesses to multinational corporations, and size each project to fit.
What happens in the free consultation?
We talk through your goals, your current numbers and what's getting in the way. You leave with a clear next step, whether or not we work together.
What do you need from us to get started?
Usually your recent financial statements and any budgets or forecasts you already have. We confirm the exact list during the free consultation.
Ready to put your numbers to work?
Book a free consultation and we'll look at where your numbers can work harder for you.