Financial Planning & Budgeting Services — for Startups and Small Businesses
What we deliver
Simple, practical financial plans that align with your immediate goals.
Clear, actionable budgets designed to preserve runway and support early growth.
Fast setup and easy tools you and your team will actually use.
Who this is for
Early-stage startups with limited finance capacity.
Small businesses seeking structure without heavy overhead.
Founders who want clarity on cash needs, burn rate, and short-term funding decisions.
Core services
Quick Financial Health Review (1–2 sessions)
Snapshot of cash position, monthly burn, revenue sources, and key liabilities.
Identification of immediate risks and quick wins to improve liquidity.
Minimum Viable Budget (3–5-week engagement)
Monthly operating budget with line items prioritized by impact.
Cash-flow projection for 3–6 months (scenario: base, best, worst).
Break-even and runway calculations tied to realistic assumptions.
Cash Management Playbook
Practical steps to extend runway: payment prioritization, expense trimming, negotiating terms.
Simple invoice and receivable controls to speed collections.
Short checklist for handling a cash crunch or fundraising pause.
Revenue & Pricing Snapshot
Review of current pricing and revenue streams.
Quick model showing pricing changes or small increases in conversion and their impact on revenue and runway.
Monthly Check-ins (optional)
30–60 minute monthly review to update forecasts, adjust budget items, and monitor KPIs.
One-sentence summary and 3 recommended actions after each check-in.
Financial Planning & Budgeting Services — for Startups and Small Businesses
What we deliver
Simple, practical financial plans that align with your immediate goals.
Clear, actionable budgets designed to preserve runway and support early growth.
Fast setup and easy tools you and your team will actually use.
Who this is for
Early-stage startups with limited finance capacity.
Small businesses seeking structure without heavy overhead.
Founders who want clarity on cash needs, burn rate, and short-term funding decisions.
Core services
Quick Financial Health Review (1–2 sessions)
Snapshot of cash position, monthly burn, revenue sources, and key liabilities.
Identification of immediate risks and quick wins to improve liquidity.
Minimum Viable Budget (3–5-week engagement)
Monthly operating budget with line items prioritized by impact.
Cash-flow projection for 3–6 months (scenario: base, best, worst).
Break-even and runway calculations tied to realistic assumptions.
Cash Management Playbook
Practical steps to extend runway: payment prioritization, expense trimming, negotiating terms.
Simple invoice and receivable controls to speed collections.
Short checklist for handling a cash crunch or fundraising pause.
Revenue & Pricing Snapshot
Review of current pricing and revenue streams.
Quick model showing pricing changes or small increases in conversion and their impact on revenue and runway.
Monthly Check-ins (optional)
30–60 minute monthly review to update forecasts, adjust budget items, and monitor KPIs.
One-sentence summary and 3 recommended actions after each check-in.
