Behind every successful and stable business is a strategic financial plan. Creating and implementing a robust plan provides you with the clarity necessary to achieve your business goals.
We create strategic financial plans that have clear signposts to keep you moving on your business journey. We connect the dots to your numbers and look at industry trends, your goals and market demand to create a financial roadmap that enhances your business.
As part of our Strategic Forecasting service we assist with:
- Working through the existing strategic plan with the business owner and ensuring that financial models bring the plan to life and allow the business to agree on what options offer the best results
- Agreeing milestones and breaking down your plan into annual and quarterly targets
- Providing financial expertise in the decision making process of the business
- Modelling and analysis to deliver product and customer profitability
- Gross profit and net profitability (overhead allocation) by product
- “What if” scenario modelling
- 3-Way forecasting – P&L, Balance Sheet and Cash flow forecast
- Establishing systems & processes to deliver productivity for the business
- Establishing performance indicators (KPI’s) for the business that ensures accountability for management to deliver performance and results
- Representing the business with third parties
- Raising capital for the business – debt and equity
- Remuneration strategies to manage short term cash but to incentivise the staff
- Exit strategy for the business – business valuations and due diligence
- Government grants
- Tax strategy
- Recommending preferred partners to assist the business in other core services – HR, Legal
We deliver improved profitability and cash flow through our CFO services
Our partnership with your business includes a commitment to provide you with a highly experienced and skilled Chief Financial Officer for a fraction of the cost of an in-house CFO.
Our specialists have hands on experience across multiple industries and sectors, so we are able to offer you advice with real know-how and application.