Financial services

Budgeting & forecasting

We prepare your annual budget and financial forecasts, and compare actuals to plan every month so you know where you stand.

Who it's for: Every business that wants to control its spending

Scope

What's included

The year's revenue and expenses by line item.

When you'll need cash and when you'll have a surplus.

Optimistic, conservative and base case.

A monthly variance report with the reasons.

How we work

We listen, and understand your business and what it needs.

We review your documents and send a work plan with a clear quote.

We deliver what's needed and keep you updated at every stage.

We remind you of upcoming deadlines and stay with you after delivery.

Yes. We work with the common systems on the market, and can recommend one if you don't have one yet.

A plan that links your financial goals to your business goals and protects liquidity and profitability.

Monthly bookkeeping and organised, accurate accounts.

Regular reports and KPI dashboards that show your performance at a glance.

30 minutes — in our office, online, or by phone. Sunday to Thursday.