Financial Modelling, Planning and Analysis

Financial models and budgets can be very useful during any stage of a business, but they can also be overwhelming to set-up and are only as good as the assumptions put into them. Planning for the future, whether it is short-term working capital planning or long-term strategic goals, play an imperative role in maximizing the profitability of your business.

To build an effective and adaptable model, we will take the time to get to know you, your business, and the purpose of your financial model to create models that are thoughtful, flexible and practical. Financial planning and analysis can help achieve the following:

• Effective forecasting & budgeting

• Budget to actual analysis and tracking

• Break-even analysis

• Tax planning

• Price and margin optimization through costing models

• Optimizing return on investments (in many areas such as marketing, sales, capital expenditures)

No business is too big or too small to utilize financial models and improve margins through proper tracking and analysis.