All services / Modelling, budgeting and forecasting
Models, budgets and forecasts that stay current.
Finance specialists and planning-system engineers who build investment models, driver-based budgets and rolling forecasts on modern planning platforms, connected to your ERP so the numbers refresh without a rebuild.
Book this if you have
- A budget cycle that runs for months
- Forecasts rebuilt by hand in linked spreadsheets
- One person who understands the model
- Board packs assembled the night before
Three packages. Pick one and book.
Fixed scope, set duration from the agreed start, and the fee confirmed on the first call before you sign.
The budget is out of date the day it is approved.
In most companies the budget lives in linked spreadsheets that one person understands and is overtaken by events within a quarter. We rebuild planning around drivers, the volumes, prices, rates and headcount that actually move the numbers, connected to actuals from the ERP so that a new scenario takes minutes.
Everything the team does
Financial models
Feasibility, valuation, project finance and M&A models, built to a transparent standard that an auditor can follow.
Driver-based budgeting
A budget built from operational drivers, so that a change in volume or price flows through automatically.
Rolling forecasts
Monthly or quarterly forecasts that refresh from actuals, and take days instead of weeks.
Planning platform implementation
Selection, design and build of cloud planning and consolidation platforms, integrated with your ERP.
Management and board reporting
Dashboards and packs with one version of each number, and commentary that explains it.
AI-assisted planning
Scenario generation, anomaly checks and first-draft variance commentary, reviewed by your finance team.
How the work runs.
Each step ends with something you can hold. Timing is confirmed in the plan once we have seen the work.
- 01
Diagnose
We review the current cycle, the models, the data sources and where the effort goes.
You holdPlanning diagnostic - 02
Design
We agree the drivers, the model structure, the dimensions and the reporting you need.
You holdModel blueprint - 03
Build
We build, connect actuals, test against history and run a live cycle alongside your team.
You holdWorking model - 04
Embed
Training, documentation and a model owner on your side.
You holdUser guide
After you book.
No payment to book. A practice lead replies within one business day.
- 01
You book
Pick the service and the package, add your details. It takes under a minute and nothing is charged.
TimeUnder a minute - 02
The practice lead calls you
The expert who will run the work, not a salesperson. They confirm the scope, the fee and a start date. We sign your NDA first if you ask.
TimeWithin one business day - 03
Work starts
One engagement letter, one accountable lead, and the first deliverable on the date agreed on the call.
TimeOn the agreed date
Other services
Before you book.
Do I pay anything when I book?
No. Booking reserves a call with the practice lead. You pay only after the scope, fee and start date are agreed in writing.
How fast will someone reply?
Within one business day, and usually the same day. The reply comes from the expert who will run the work.
Can the scope change after I book?
Yes. The packages are starting points. On the call the lead adjusts the scope to your situation and confirms the fee before anything is signed.
Will you sign an NDA before we talk details?
Yes. Send yours with the booking or ask for ours, and it is signed before the first working session.
Can I book more than one service?
Yes. Book each one, or book one and mention the others in the note. One engagement lead coordinates across the practices.