I will build your budget, forecast, and management accounting reports

Making decisions without a clear budget or forecast is risky. I help business owners and managers plan ahead with confidence.

With 15+ years in finance including a current Head of Finance role - I build budgets, forecasts, and management reports that support real business decisions, not just compliance paperwork.

What You'll Get:

• Annual or rolling budgets, built to your business structure
• Cash flow forecasting
• Variance analysis - actual vs. budget, with explanations
• Ratio analysis (liquidity, profitability, efficiency)
• Break-even analysis
• Investment appraisal (NPV, IRR, payback period)
• Management reports for board or investor use, in Excel or PowerPoint

Why Work With Me:

• 15+ years of professional finance experience, including senior finance leadership
• ACA-associate credentialed accountant
• Strong Excel/Google Sheets modeling skills
• Clear jargon-free explanations built for decision-makers, not just accountants

What I Need From You:

• Historical financials or your business assumptions
• Time period and purpose (internal planning, investor pitch, bank loan, etc.)
• Any existing budget or targets to work from

Message me with your goals before ordering so I can scope the right package.