WHAT'S INCLUDED
Your Complete Planning & Reporting Function
Annual budget build — bottom-up, by department
Rolling 12-month forecast — updated monthly
Actuals vs. budget variance analysis
KPI dashboard & management reporting
Board pack preparation & financial commentary
Cash flow forecasting & runway analysis
WHO IT'S FOR
For Finance Leaders Who Need Real-Time Visibility
Founders Pre-Fundraise
Investors don't just look at your current numbers — they look at how well you understand your own business. A credible budget and forecast signals financial maturity before your first pitch.
Finance Directors Presenting to Boards
Your board needs numbers they can interrogate. We produce the variance analysis, KPI dashboards, and written commentary that make board meetings productive.
PE-Backed Management Teams
Monthly reporting to sponsors, 100-day plan financials, and rolling reforecasts. We build the process and run it — so your team focuses on execution.