Financial Planning

Contact for pricing

About this service

Summary

Financial Model helping motivate teams, and keep teams accountable.

What's included

  • Annual Financial Plan/ LRP

    Create bottoms up forecast that marries to your tops down plan. Create tactical strategies for teams to execute on.


Skills and tools

Financial Advisor

Financial Consultant

Business Consultant

Canvas

Canvas

Microsoft Excel

Microsoft Excel

PowerPoint

Quickbooks

Quickbooks

Zapier

Zapier

Industries

Retail
E-Commerce