It’s the right place for Financially Forward entrepreneurs.
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It’s the right place for Financially Forward entrepreneurs. *
Build the plan | Stay accountable | Make better decisions
Welcome!
Consulting Services
The Plan-to-Performance Loop
A simple and repeatable framework for your business finances
Financial reality check
Staring with knowing the true numbers, capacity, constraints, and overall financial health of the business
SMART goals
Setting goals that are specific, measurable, achievable, relevant, and time-bound
Levers identification
Identifying drivers that matter like revenue drivers, cost drivers, cash timing drivers etc.
Robust plan
Setting an annual plan that includes but not limited to cash flow, profit, and KPI targets that are tied to decision-making with a clear implementation roadmap
Performance vs plan
Comparing business performance vs plan to know the story behind what worked and what didn’t
Next actions
Ending each cycle with clear next steps and accountability
Available in 3 tiers
The 3 tiers
Basic Tier (Build-only):
3-Statement modeling, scenario planning, and dynamic cash-flow forecasting
Excel or Software
Additional model add-on
1 post - implementation walkthrough session
Middle Tier (Build + 90-Day Advisory):
3-Statement modeling, scenario planning, and dynamic cash-flow forecasting
Excel or Software
Additional model add-on
1 post - implementation walkthrough session
3 post - implementation advisory sessions
Advanced Tier (Build + Retainer):
3-Statement modeling, scenario planning, and dynamic cash-flow forecasting
Excel or Software
Additional model add-on
1 post - implementation walkthrough session
Post - implementation monthly advisory sessions
Want to learn more?
Set up a Free discovery call and we’ll talk about how I can help your business!