Here’s what we’ll do during this
phase
Forecast Your Finances: We'll take a proactive approach, looking ahead to anticipate cash inflows and plan how they'll be utilized, ensuring you're always ahead of the curve. This includes sales forecasts, a comprehensive P&L and a clear cash flow statement. Additionally, we'll review all vendors and expenses, identifying potential savings.
Craft a Growth-Driven Action Plan: We'll identify strategies that will ensure your business not only grows but thrives.
Monitor and Modify: We'll continually test, track, and refine the plan, ensuring you remain on course to achieve your goals.
Here’s what you get:
Sales Forecast
P&L Projection
Budgets
Detailed Cashflow
KPI and Benchmark comparison
KPI plan to align the numbers
Quarterly business check in calls
In this step you will be working with our controllers Bojana or Cristina.
You will also have quarterly calls with Heather and Admira to make sure your business is on the right track
YOUR DEDICATED EXPERT
Why is this step important? What’s next?
The ability to identify 3-5 essential KPIs (e.g. GPM, net operating income, efficiency rate, owner’s draw, billable utilization) and align with your industry benchmarks
The confidence that business is set up for growth and can pay you a fair salary
By the end of this stage you will have gained:
At this point, your business will be ready for the strategic work next to your trusted CFO partner!
Now you're ready for STEP 3
