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

  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 with a clear implementation roadmap

  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

Available in 3 tiers

The 3 tiers

Tier 1 (One-time Service):

Workflow design that ensures:

  • Efficient monthly closing of books

  • Accurate financial reporting

  • Basic forecasting that helps with decision making

Tier 2 (Monthly Service):

Plan-to-Performance Loop that starts at:

  • Efficient monthly closing of books

  • Accurate financial reporting

  • Monthly PTP cycle implementation with up to 2

    discussion sessions

Tier 3(Monthly Service):

Plan-to-Performance Loop that starts at:

  • Efficient monthly closing of books

  • Accurate financial reporting

  • Monthly PTP cycle implementation with up to 2

    discussion sessions

  • Ad hoc discussion sessions for strategic decision making

Want to learn more?

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