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I will deliver strategic, insightful business review and forecasts
About this Gig
Level Up Business Partnering delivers decision ready finance and operations support for SMEs & Corporate Clients
Services:
- Business review and Efficiency Improvements: to cut costs, fix bottlenecks and lift margins.
- Budgeting & Forecasting: driver based and rolling forecasts, scenarios, cash flow planning and variance tracking.
- Financial modelling: pricing, tenders, investment cases, sensitivities and valuation ready outputs.
- Strategic planning: workshops, SWOT and OKRs, a prioritised roadmap with metrics and owners.
- Performance dashboards: clear KPI dashboards in Power BI or Tableau so leaders see the right numbers.
- Outsourced team support: part time FP&A, bookkeeping, reporting and admin capacity to plug gaps.
- Access to trusted specialists: AI, tax accounting and marketing experts coordinated for you.
How we work:
- Understanding: Free exploratory call to align on goals & fit then a strategic workshop for a full 360° view
- Analysis: Data driven review of financials and processes
- Solution: Action plan with owners, timelines, metrics
- Outcomes: KPI tracking and measurable performance gains
At Level Up, we stand by our motto of "Partnering for performance, not just advice"
Strategy type:
Growth strategy
•
Cost reduction
Business lifecycle stage:
Startup
•
Growth
•
Mature
•
Decline
Industry:
Construction
•
Food & beverage
•
Medical & pharmaceutical
FAQ
What exactly will I get?
A clear, decision‑ready deliverable matched to your need—typically a business review summary, a driver‑based forecast or financial model, and (if needed) a simple dashboard/report you can use immediately.
What happens in the free consultation?
It’s an exploratory call for mutual fit—no deliverables. We clarify goals, constraints, timelines, and the best path forward. If we proceed, we schedule a strategic workshop
What data will you need from me?
Usually your latest financials (P&L, balance sheet, cash flow), key operating metrics, any existing budgets or forecasts, and brief process notes. (We keep this lightweight to get moving quickly.)
Do you provide ongoing support after delivery?
Yes—embedded, ongoing partnering is available so improvements stick and scale.
Can you work with my team part‑time or fill capability gaps?
Yes—outsourced team support (e.g., FP&A, reporting, admin) even for a few hours a day.
Can you bring in specialists if needed?
Yes—through a vetted network (AI, tax accounting, marketing) coordinated under one accountable lead.
How do you measure success?
By outcomes: improved efficiency, stronger margins, and clear KPI movement—not just deliverables. Package tiers include impact tracking and reporting options.
How are packages structured?
Three tiers—from an Essentials review and quick wins, through Growth Accelerator with execution support, to Enterprise Navigator with board‑level reporting and outsourcing setup. (Happy to tailor a custom offer.)
What if I am not sure what I need?
Start with the free exploratory session; I will suggest a right‑sized scope and clear first deliverable so you see value fast.
What makes Level Up different from coaches or accountants?
You get strategic clarity and operational improvement, with measurable performance change—“partnering for performance, not just advice.”
