Budgeting & Forecasting
Achieving your goals takes planning ahead and constant decision making based on recent performance.
TRUSTED TALENT FROM TOP SCHOOLS & COMPANIES
Create company-wide and department-level financial targets to guide you business each month.
Establish checks and balances to ensure tracking toward milestones and goals.
Budget Variance Analysis
Report on performance vs. expectations including high-level goals and granular details to create accountability at all levels.
Compare against historic performance to inform business decisions and refine models and forecasts.
Monthly Updates & Outlook
Report results to key stakeholders for live decision-making.
Update models and dashboards based on monthly trends.
Avoid overweighting to months-old expectations by staying on top of current performance.
Define what your business will accomplish with granular goals and assumptions.
Layer complexity into your forecasts to help determine strategic priorities and growth.
Align on strategic goals and the plans to achieve them.
Prioritize key initiatives and allocate resources and capital for the year.
13-Week Cash Flow Forecast
Prioritize the near-term cash health, particularly if restructuring or in need of a turnaround.
Transition from monthly to weekly forecasts with additional scenario analysis to navigate your unique, immediate business needs.