Reporting and KPI focused. Period over period data, historical only, after month end. No planning.
- 1 Year Budget
- SWOT Analysis
- Goal Setting & Business Health Checks
KPI reporting + Sales only forecast for 12-18 months. Just revenue and AR/Collections. Can also do sales and marketing plan.
- Strategic Planning Session
- 2-5 Year Budget vs Actuals
- 1 Year Sales Forecast
- A/R & Collections Matrix
Adds profitability and cash projections. 18 month full forecasting: P&L, Cash Flow, Balance Sheet. Only 2 scenarios (budget and working), only quarterly meetings
- Sales & Marketing Strategic session
- Competitive Analysis
- Lean Business Plan
- Business Overview, Quick Pitch Overview, & PPT
- 18 Months Financial Plans
- Monthly Reporting Package
- Financial Scenarios, Up to 2 (Budget & Work Forecast)
Full outsourced CFO. More financial scenarios, dedicated monthly meeting time, business coaching, one-off requests.
- Financial Scenarios, Up to 5 (more options)
- Monthly Advisory Meetings, Plans and Updates
- Business Coaching
- Dedicated Account Manager