We provide the following services for a flat, monthly fee:
Foundations
Our Foundations package includes:
Annual financial operating plan and goal setting
Monthly financial reporting package (income statement, balance sheet, cash flows) delivered from planning and reporting software
Monthly rolling forecast
Monthly scorecard on revenue and cash flow drivers
Monthly 1:1 coaching call to review deliverables and form critical business objectives and action plan. Action plan delivered through customized task management software.
Email support throughout the month.
Growth
Our Growth package includes everything in Foundations plus:
Up to three custom dashboards in planning and reporting software
Advanced modeling annual plan and forecasting
Advanced
Our Advanced package includes everything in Growth plus:
Customized monthly financial reports
Up to five custom dashboards
Department level annual operating plan and forecasting
Board reporting package
Add on services available:
Software implementation to support your accounting technology stack (credit card and expense, accounts payable and billing systems)
Process design and documentation
Support for obtaining bank financing