Service Description

Our Service Tiers (Bookable Sessions/Packages): choose the tier that best suits your current needs: Connected Forecasting & Performance Management (per session/starting package price Ideal for): ⁌ Businesses new to formal forecasting. ⁌ Companies needing foundational financial projections. ⁌ Organizations seeking basic performance tracking against targets. Includes: ⁌ AI-assisted development of a basic financial forecast (e.g., 6-12 month revenue & expense projection). ⁌ Identification and setup for tracking 1-2 key performance indicators (KPIs). ⁌ Monthly actual vs. forecast variance report (overview level). ⁌ Basic email support for forecast-related questions and report interpretation. ⁌ Access to a simplified financial dashboard. Standard Forecasting & Performance Management (per session/starting package price Ideal for): ⁌ Growing businesses requiring more detailed and dynamic financial planning. ⁌ Companies looking for robust budget control mechanisms. ⁌ Organizations needing clearer insights into performance drivers. Includes: Everything in "Connected," PLUS: ⁌ Development of a comprehensive annual budget with departmental breakdowns (if applicable). ⁌ Tracking of up to 5 key performance indicators (KPIs) with trend analysis. ⁌ Detailed monthly variance analysis with written commentary on key drivers. ⁌ Cash flow forecasting and monitoring. ⁌ "What-if" analysis for 1-2 key variables. ⁌ Dedicated analyst support via email and scheduled calls (e.g., bi-monthly check-in). Advanced Forecasting & Performance Management (per session/starting package price Ideal for): ⁌ Businesses requiring sophisticated financial modeling for strategic initiatives. ⁌ Companies needing in-depth scenario planning and risk assessment. ⁌ Organizations focused on optimizing profitability and making high-stakes financial decisions. Includes: Everything in "Standard," PLUS: ⁌ Development of multi-year financial projections (e.g., 3-5 year models). ⁌ Advanced scenario modeling and sensitivity analysis (e.g., best case, worst case, impact of new market entry). ⁌ Customized KPI dashboard development and ongoing management. ⁌ Profitability analysis by product line, service, customer segment, or project. ⁌ Support for M&A financial modeling or investment readiness analysis. ⁌ Monthly strategic review call with a senior analyst/CFO-level consultant to discuss insights, opportunities, and strategic recommendations. ⁌ Priority support with faster turnaround times.