Accounting and Client Advisory Services
Financial Planning and Analysis
Budgets, rolling forecasts, cash flow projections and the key metrics your advisors discuss with clients.
Scope
What we do
- Build driver based budgets and rolling forecasts
- Project 13 week and 12 month cash flow
- Define and report key performance indicators
- Prepare scenario models
What your firm receives
- Forecast model
- Monthly KPI dashboard
- Cash flow outlook
What we need from you
- Historic financials
- Operating data
- Your advisor's priorities
Industries where this comes up
What your firm keeps
Your professionals review the work, reach the conclusions and present them to the client.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
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Read MoreStart a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample