Advisory service
We build budgets and cash flow forecasts with you and your managers, then review them against actual results.
Owners and finance leads who want a clearer picture of where cash is going and what growth they can afford.
A budget built with the people who own each line.
A rolling view that copes with seasonal swings.
Actuals against plan, with next steps agreed.
What happens to cash if you hire, expand or invest.
| Item | Format | When |
|---|---|---|
| Annual budget | Spreadsheet | Month 2 |
| Rolling cash flow forecast | Spreadsheet | Updated monthly |
| Quarterly review pack | Quarterly |
It helps, because it keeps the numbers current, but it is not a requirement.
Whoever owns the numbers, usually the owner and finance lead, with your named partner.