It’s the right place for Financially Forward entrepreneurs.

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It’s the right place for Financially Forward entrepreneurs. *

Make the plan | Stay accountable | Make better decisions

Welcome!

Recurring

Advisory Services

The Plan-to-Performance Loop

A simple and repeatable framework for your business finances

  1. Financial reality check

    Staring with knowing the true numbers, capacity, constraints, and overall financial health of the business

  2. SMART goals

    Setting goals that are specific, measurable, achievable, relevant, and time-bound

  3. Levers identification

    Identifying drivers that matter like revenue drivers, cost drivers, cash timing drivers etc.

  4. Robust plan

    Setting an annual plan that includes but not limited to cash flow, profit, and KPI targets that are tied to decision-making

  5. Performance vs plan

    Comparing business performance vs plan to know the story behind what worked and what didn’t

  6. Next actions

    Ending each cycle with clear next steps and accountability

Over 12 - 16 weeks we work on:

Additional monthly support:

  • Repeating the loop with quarterly rolling forecasts

  • Supporting business and financial decision-making

Financial Projects

This is where you start if you are not ready for monthly commitment yet but you’d like to be confident in your numbers and align them to your goals.

Business planning project:

  • Review of books

  • Financial statements and performance analysis

  • Annual business planning with multiple scenarios

Feasibility and cost-benefit analysis project:

  • Financial statements and performance analysis

  • Feasibility study of a new initiative or project

  • Modeling, cost-benefit analysis, and risk assessment

  • Implementation roadmap

Want to learn more?

Set up a Free discovery call and we’ll talk about how I can help your business!