top of page
haute-stock-photography-subscription-creative-studio-finals-5.jpg

Let's go beyond the numbers

FORECASTING & STRATEGY

USE YOUR NUMBERS

In the world of business, numbers speak the truth. They hold the key to understanding your performance, your challenges, and your potential.

 

Our solution doesn't just crunch numbers – it deciphers stories.

 

By embracing your data, you gain a competitive edge, make smarter choices, and set a clear path for success. Don't let valuable insights hide in spreadsheets; let them drive your growth.

 

Let us empower you to wield the power of your numbers and achieve greatness in every decision. Your business deserves nothing less than data-driven excellence.

STRATEGY CALL

$195

  • 30 min Zoom session (recorded)

  • Follow up with notes and action items

  • Ask your questions! 

FORECAST SESSION

$2,475

  • Recorded Zoom session + transcript

  • 12-month custom built financial forecast

  • Sales forecast

  • Expense budget

  • Profitability goals

  • Cash flow forecast

  • Goal planning

  • 3 months of budget management

  • 3 month sof Voxer support

MONTHLY CFO

custom quote

starts at $2,000 a month

  • Oversee company financial activity

  • Budget and projection management

  • Cash flow forecast

  • Build financial reports and analysis

  • Project profitability

  • System and process implementation

  • Audit and compliance

Book a chat to get a custom quote based on your financial goals and priorities​

A budget doesn't mean you can't spend. 

It  tells you when you can spend.

Louise

CEO | CFO

Group 22.jpg
 - WHAT OUR CLIENTS SAY - 
"I'll never go back to trying to do it all on my own."
JENN
Website Wire Frame Services (3).png

Ready to get started?

LET'S CONNECT ON INSTAGRAM: @the_finance_agency

bottom of page