A financial plan is one of the most critical tools your small business needs. A financial plan shows the revenue and profit potential of your business and helps you get land investors. Successfully growing and scaling a sustainable, profitable business requires a strategic financial plan that’s tied to your bigger vision and goals. I’m an expert in long-term and short-term financial planning and determining what exactly is needed to fill the gap between where you are now financially and where you want to be financially. Think of your financial plan as your step-by-step map that will take you from where you are now to where you want to be financially. Your financial plan is imperative to guide your financial decisions and keeps you on track to reach your goals.
This 1:1 service includes:
- A 1–5-year strategic business financial plan including sales plan, revenue plan, spending plan, cash map, and KPI dashboard.
- Scenario planning can also be included to create alternative projections based on various scenarios and conditions.
What They Say...
Marguerite helped us build a financial process that will be a cornerstone to managing our operations in the future. Her expertise is astounding, she has a way to reduce any mini panic attacks for anyone who isn’t comfortable with numbers and managing the financial aspects of their company. We appreciated all of help and support. Marguerite, thanks again!
Linda G.
Founder & CEO, Dani Lin
“She breaks things down in a really understandable light”
Marguerite is our incredible guiding CFO for FFC – and we couldn’t be more lucky to have her. She provides the most incredible insights on how to plan for the future – blue skies or more conservative scenarios. She breaks things down in a really understandable light, and helps you think about the short and long-term. Rebecca Minkoff and I have too many amazing things to say!
Alison W.
Founder & CEO of Female Founder Collective
Schedule a Call
Clients are taken on based on availability and by application only. To apply, please fill out the form below to apply to work with me privately (1:1) for one of my existing services.