Business Financial Plan & Projections

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. 
Clients are taken on based on availability and by application only. To apply, please fill out the form and if we’re a fit, schedule a free teatime consultation.
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