Cash-flow planning
- 13-week cash-flow forecast
- 12–18-month cash-flow plan
- Ongoing monitoring and forecast updates
FINANCIAL PLANNING
Budgets, cash-flow forecasts, financial models, and scenario planning.
Book a callWHO IT IS FOR
For businesses that need cash-flow forecasts, budgets, and financial models to plan spending, growth, or funding.
HOW THE SERVICE WORKS
Work with a dedicated financial planning expert to build and maintain your plans. Choose subscription support or a defined task, with monitoring and updates agreed as part of the engagement.
WHAT IS INCLUDED
Agree the deliverables and level of support in your proposal.
FINANCIAL PLANNING / PRICING
Starting from
$400USD · per month
Use this service on its own or combine it with other support. We agree the deliverables and fees before work starts.
The proposal defines the models and forecasts, update frequency, review meetings, and level of ongoing support.
All prices are in US dollars (USD) and are minimum starting prices. Your proposal confirms the work, level of support, billing terms, and any applicable taxes.
Prefer pricing in your local currency? Ask about payment options and available discounts for your business.
Contact us for local pricingFAQs
We can discuss reviewing and updating your existing forecasts or models, or building new ones.
We set out the scope, deliverables, fees, and billing terms in a proposal before you commit.
Yes. You can combine CFO support, financial planning, and accounting, or engage us for one service.