Monthly Financial Diagnostic (Budget vs Actual + YTD Review)
Starting at
$
75
About this service
Summary
FAQs
I don’t have a formal budget. Can I still use this service?
Yes. If no budget exists, I build a baseline budget using historical monthly averages.
Is this a one-time or recurring service?
This listing is for one month. Many clients use it monthly as an ongoing diagnostic.
Will this tell me what to do next?
You’ll receive clear insights and signals, not a full action plan or forecast.
Is this similar to a CFO service?
Think of it as CFO-lite: professional analysis without long-term engagement.
What's included
Monthly Budget vs Actual Analysis
– Revenues, direct costs, indirect costs – Variances in $ and %
YTD Budget vs Actual Overview
– Cumulative performance across the year – Early trend detection
Historical Benchmark Comparison
– Monthly averages based on prior periods – Performance vs. historical baseline
Cost Structure Breakdown
– % of revenue by category – Margin overview and key cost drivers
Trend Analysis (2–3 charts)
– Revenue trend – Expense trend – Net profit trend
Executive Summary (1 page)
– 5–7 clear insights – Key risks or inefficiencies – Signals to monitor next month
Clean, structured Excel file
– Easy to update month over month – Transparent logic and layout
Example projects
Duration
3 days
