What we offer
Three services, one purpose: a clearer picture of what's ahead
Each service addresses a different part of the planning picture. They work well individually and even better together — depending on where your business is and what you're trying to understand.
Back to homeHow the services fit together
A budget gives you a plan for the year. A rolling forecast keeps that plan connected to what's actually happening. A quarterly review closes the loop — comparing plan with reality and adjusting thoughtfully before the next period begins.
You might start with one and add others as they become relevant. Or you might use all three from the start. Either way, the services are designed to work alongside each other without overlap or duplication.
Once per year
Annual Budget Build
A collaborative build of your annual budget — not handed to you, but built with you, so the assumptions behind every number make sense from the start. The result is a plan you can actually steer by through the year rather than one that sits filed away after January.
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Revenue and cost assumptions built together in conversation
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Clear monthly targets you can revisit and compare against actuals
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A shared reference point for spending and hiring decisions through the year
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Plain-language summary of the plan and what it assumes
$780 USD
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Monthly service
Rolling Cash Flow Forecast
A regularly updated forecast that shows your likely cash position weeks and months ahead — presented plainly so you can read it without needing to interpret it. Designed for businesses that want early notice of tighter periods rather than discovering them after they've begun.
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Updated monthly with current assumptions and recent actuals
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Forward-looking view of likely cash position 8–13 weeks ahead
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Flags on anything that looks like it deserves attention early
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Short written summary — what it shows and what to watch
$320 USD / mo
Learn moreEvery quarter
Quarterly Planning Review
A calm quarterly session to compare what was planned against what actually happened — and adjust thoughtfully for the period ahead. Accompanied by a short written summary. The conversation is supportive, not evaluative, and decisions stay firmly with you throughout.
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Structured comparison of planned versus actual figures
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Plain-language discussion of what the variances mean
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Thoughtful adjustments to assumptions for the coming quarter
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A short written summary you can refer back to
$280 USD / qtr
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At a glance
A quick reference to help you think about which service or combination fits where you are right now.
| Annual Budget Build | Rolling Forecast | Quarterly Review | |
|---|---|---|---|
| Frequency | Once per year | Monthly updates | Every quarter |
| Investment | $780 USD | $320 USD / mo | $280 USD / qtr |
| Primary output | Annual plan with monthly breakdown | Forward-looking cash position | Written plan vs actual summary |
| Best suited for | Owners who want a yearly steer | Businesses wanting early visibility | Owners who review and adapt |
| Works well with | Quarterly Review | Annual Budget Build | Annual Budget Build |
Not sure where to start?
A few situations that tend to point toward a particular service — or a combination.
"We're heading into a new year without a clear plan."
The Annual Budget Build is a natural starting point. It gives you a shared framework before the year gets underway rather than catching up halfway through it.
Annual Budget Build →"Cash flow is unpredictable and I'm often caught off guard."
The Rolling Cash Flow Forecast is designed precisely for this. Regular updates give you a view of likely positions ahead of time — so tighter periods are visible before they arrive.
Rolling Cash Flow Forecast →"We have a budget but it drifts away from reality quickly."
The Quarterly Planning Review keeps the plan tethered to what's actually happening. It's most useful when paired with a budget — together they form a complete planning loop.
Quarterly Planning Review →Together, they form a complete planning cycle
Many clients start with one service and add others as the relationship develops. The most complete picture comes from using all three — a budget to plan the year, a forecast to keep the view current, and a review to close the loop each quarter. But the first step is simply starting, wherever that makes sense for you.
Build
Annual Budget
Track
Rolling Forecast
Review
Quarterly Check-in
Ready to explore what would be useful for your business?
There's no commitment required to start a conversation. Share where you are and what you're trying to get clearer on — we'll suggest what seems most relevant and go from there.
Get in touch