Financial Forecasting & Budget Planning Services

Strategic Forecasting | Annual Budget Planning | Profit Growth Roadmaps

Gain financial clarity and direction with expert-led forecasting and annual budget planning. This service is ideal for entrepreneurs and business owners ready to scale, improve cash flow, and set actionable financial goals.

Whether you're a DIY bookkeeper or a founder juggling operations and finances, we’ll help you:

  • Build a customized, realistic annual budget

  • Outline monthly and quarterly revenue and cost targets

  • Set strategic financial objectives aligned with your growth goals

If numbers feels overwhelming, this session provides the structure and insight you need. Walk away with a clear roadmap, professional financial projections, and a step-by-step plan to increase profitability and reduce financial stress.

Carla explores the financial challenges business owners face and the solutions she offers in her conversation with Jay Kingley on Fractionals Unplugged: An Insider’s Perspective.

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Why should I book today?

  • Gain clear financial insights to boost your business outcomes.

  • Set aside time to craft a strategy that fuels your business growth.

  • Understand the true value of your business.

  • Tap into financial expertise for a solid business plan forecast.

  • Take a thorough approach that covers financial risks, opportunities, and growth trajectories

How to use our Projection Services?

  • Develop an in-depth forecast for your brand-new venture prior to the commencement of revenue streams, ensuring you have a solid financial roadmap from the outset.

  • Create a detailed 3-5 year financial plan that will serve as a strategic compass, guiding your existing business towards sustained growth and future success.

  • Accurately assess the valuation of your business to inform your decision-making process when contemplating a sale or exit from the market.

  • Prepare a detailed forecast with underlying assumptions to share with potential investors or new business partners.

Total Investment starting at $5,000+

Annual Business Budget Planning

Monthly & Quarterly Financial Goal Planning for Growth-Oriented Businesses

Create a clear financial roadmap with expert budgeting and forecasting support. Ideal for founders, healthcare practices, nonprofits, and small business owners ready to scale.

  • Forecast 12–18 months of revenue, expenses, and profit targets

  • Access fractional CFO advisory for strategy and decision-making

  • Develop a hiring and growth plan with actionable financial steps

  • Review your compensation, pricing, and revenue stream strategy

  • Identify cost-saving opportunities and reallocation options

  • Receive a one-page strategic budget plan for operational clarity

Total Investment starting at $3,000+

Mid-Year Financial Review

Analyze the Last 6 Months & Forecast the Next 6 Months with Confidence

For businesses ready to refocus mid-year, improve margins, and realign financial goals.

  • Evaluate profitability across current offerings

  • Align hiring plans with growth goals and budget capacity

  • Strengthen margins and build cash reserves

  • Identify winning strategies to drive better business outcomes

  • Set a competitive owner salary that supports wealth-building

Total Investment starting at $7,000+

Financial Modeling Services

Long-Term Financial Planning

  • Build or refine your business model with expert support

  • Receive detailed 3–5 year financial forecasts and projections

  • Collaborate on an in-depth forecasting strategy

  • Leverage extensive data through fractional CFO consultations

  • Get a pro forma profit & loss statement with assumptions

  • Walk away with a strategic implementation plan and recommendations

FAQs for Projection Services

  • We do the prep work by gathering historical financial information (if available), analyzing existing data shared by the client, reviewing your intake form, and then we schedule your financial kickoff call to get started.

    We start our strategic financial forecasting process by asking questions about your business, including pricing strategy, compensation structure, understanding your product or service offerings, etc., to gather the necessary inputs to create a solid projection model.

    After that initial call, we go off to create the financial forecast, and we come back together to review findings and make recommendations based on the projections. Depending on your services, this process gets repeated several times for the 3-5 year projections to ensure we capture all necessary information and data to create a comprehensive financial plan. We always reserve time to answer any questions you have about your business finances.

  • You will be working with one of our experienced CFOs who has a corporate background and has held several roles in various companies, from corporate to small and medium-sized businesses.

    The high quality of our work is showcased and a top priority when supporting our clients through a comprehensive financial modeling framework.

  • We provide a Google Sheets (online Excel) version that is shared with the client during the onboarding process. This original version is locked for revisions only by your CFO, but after we deliver the final product, we can provide a copy that allows the client's edits.

    We do this to maintain the integrity of the service during our engagement and ensure that the final product is the work we created as the deliverable.

  • Yes, part of our process relies on client input and might at times require some research. We will provide recommendations for your business model and industry based on our experience and expertise. We will ask several questions to ensure we get all necessary inputs, but this is a collaboration between the client, who knows their business, and our CFO to make the financial projections come to life in a pro forma statement.