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Financial planning & analysis for growing businesses

A rolling 12-month cash-flow forecast, scenario models for big decisions, and a KPI dashboard you will actually open. The forward-looking finance function most SMBs never get.

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Deliverables

What lands on your desk every month

Rolling cash-flow forecast

Twelve months ahead, updated monthly. Know your low-cash weeks before they arrive, not after.

Scenario & what-if models

Hire two techs or buy the truck? Open location two or wait? We model the options with real numbers.

Owner KPI dashboard

Five to eight metrics that matter for your business, tracked monthly in plain English.

Budget vs. actual reviews

A monthly walkthrough of where you beat or missed plan, and what to do about it.

Pricing & cost analysis

Which jobs, products, or clients earn their keep, and where margin is quietly leaking.

Lender-ready reporting

Forecasts and packages formatted the way banks and investors expect to see them.

Decisions it improves

Owners use our forecasts to decide

  • When to hire, and whether the role pays for itself
  • Whether to expand, open a second location, or wait a year
  • How to price jobs and which clients to renegotiate
  • How much debt the business can safely carry
  • When to buy equipment vs. lease it
  • Whether the business is ready for a sale or acquisition
See what 12 months ahead looks like
FAQ

FP&A questions

Static budgets go stale the month after they are built. A rolling forecast updates every month with actuals, so you always see twelve months ahead, and scenario models let you test decisions before committing money to them.
The first forecast is typically ready within 30 days of kickoff, built from your historical books. It gets sharper every month as actuals replace assumptions.
Forecasts are only as good as the books behind them. If your books are already clean and current, we can start with FP&A alone. If not, we will recommend a cleanup first and be honest about it.

Stop flying blind

Get a rolling forecast and a monthly review with people who have done this for companies 100x your size.

Book a free discovery call