Strategic & Financial Planning

Whether you are a startup or a small business; with solid guidance and strong financials, your success will be unlimited.Each business is unique, hence each business requires specific modeling geared towards the expectations and projections of the management. Although some models will have similar key drivers, financial modeling will depend on the information that management shares. Upon building different models, management can decide which model fits their expectations.

Budgeting, Forecasting & Reporting

If you don’t know your numbers, you don’t know your business. Let’s build a budget and understand how your business is doing. Every business must build a budget, and review and adjust it monthly or quarterly. Without tracking against your budget, you cannot move forward with potential new initiatives and have a sustainable future for your business.

Scenario Analysis

Let’s build a few scenarios with assumptions and analyze the outcomes together. The market constantly changes and businesses must be able to adapt. By building scenarios with multiple assumptions that impact the bottom line, management can easily prepare and hedge against economic downturns or be prepared for the increased demands due to success in a booming market.

Headcount & Personnel Management

The biggest asset you have is your employees; however, headcount could also become a big liability if you don’t manage it well. Headcount and related expenses could be a big on your P&L and it must be managed very carefully whether in a downturn or a booming market.

Growth Planning & Downsizing

Depending on where your business is in the market, you need to adjust and adopt to market conditions. Building financial models and understanding the numbers can help. This section goes in hand with scenario analysis and management of expectation based on different scenarios. Without building a few sustainable financial models, business cannot reach an efficient point to either grow faster or start planing for downsizing. Let’s find out where that efficiency lies for you and your business together.

Contingency Planning

Contingency may seem a long way off, but it’s never too soon to begin planing for the tough times. Every company should have a contingency plan for both increased and/or reduced demand for their goods and services. The ones that are prepared for the unexpected always come out of the other end stronger. Strong Financial Planning will allow you to be prepared for any situation you may face in the future.