A read on where you stand, and where you’re headed.
Budgeting, cash-flow forecasting, and advisory support for business owners who need more than a monthly report — they need a plan.
Exactly what we handle.
- Cash-flow forecasting based on your current books
- Forecasts, budgets, and KPI dashboards built in Fathom
- Budget creation and variance tracking
- Scenario planning for hiring, investment, or expansion decisions
- Regular advisory calls to walk through the numbers
- Plain-language explanations, not just spreadsheets
Why it matters
Monthly financials tell you where you’ve been. Forecasting and advisory support tell you where you’re headed — and give you room to adjust before a problem shows up in the numbers.
Who this is for
Business owners who have their bookkeeping under control but want strategic input on cash flow, budgeting, and growth decisions.
Platforms we use
Getting started is simple.
We build your baseline
Current financials turned into a working forecast and budget.
We check in regularly
Scheduled calls to review performance against the plan.
We adjust as you grow
Forecasts updated as your business and decisions evolve.
Forecasts built on your live numbers.
We connect Fathom to your accounting software, so your forecasts, budgets, and reports update from real data instead of a spreadsheet someone has to rebuild every month.
Cash-flow forecasting
See where your cash is headed over the coming months, and spot a shortfall before it arrives.
Budgets and scenarios
Compare actuals to budget, and test “what if” scenarios like a new hire or a big purchase before you commit.
KPI dashboards
The numbers that matter to your business, in clear dashboards we walk you through on our advisory calls.
Other services you might need.
Ready to get started with forecasting & virtual cfo?
Send a message and we’ll get back to you to talk through what you need.
Get in touch