Strategic Financial Planning & Forecasting

Why Strategic Planning Matters

This isn’t just about having a tidy spreadsheet. Strategic financial planning gives your business a competitive edge. It helps you anticipate challenges, seize opportunities, and make informed decisions that drive profitability and stability.

When you know where you’re going  and how you’re going to get there you can lead with confidence, invest with purpose, and stay focused on what really moves the needle. It’s not theory. It’s a powerful tool for growth, efficiency, and long term success.

I work with founders and leadership teams to build financial plans that connect the dots across your business, Including sales, operations, staffing and investment so the strategy is more than a wish list. It’s a working tool.

Structured around your needs, timeline, and internal capacity — not a one-size-fits-all approach.

01.

Understand the Business Context

We begin with a thorough deep dive into your current structure, challenges, and goals, both financial and operational. This ensures any support is grounded in real context.

02.

Define the Role and Priorities

Whether you need hands on cashflow help, board level insight, or support through a transaction, we agree what success looks like and how to get there.

03.

Establish Ways of Working

We design a rhythm that suits your team and goals from weekly check-ins to embedded support. I can lead, advise, coach, or quietly get things done behind the scenes.

04.

Deliver the Work That Matters Most

This is where the planning becomes powerful. We layer in the strategic choices you’re considering: pricing changes, new product lines, new hires, expanded markets and test how they’ll play out financially. You get clarity on which moves bring the most value.

05.

Track What Matters

Together we identify a focused set of metrics, from cash runway and profit margins to operational capacity and customer trends. You’ll have a dashboard or review process that helps you manage proactively, not reactively.

06.

Review & Adapt

This step focuses on turning insight into impact. With a strong plan in place, we prioritise the actions that will drive meaningful improvements in profitability and long term value. You’ll know which levers to pull, where to invest, and how to stay ahead, so the strategy becomes not just a plan, but a business development tool and a profit driver.

 

Plans that Evolve With You

Businesses don’t stand still and neither should your strategy. As markets shift and your priorities evolve, we revisit the plan, refine the model, and stay alert to new opportunities or emerging risks. With a CFO who brings real world experience to the table, you’ll be equipped to navigate change with confidence and agility, always with your long term goals in sight.

Whether it’s financial structuring, market evaluation, succession planning or mitigating risk, we bring clarity and forward momentum. You’ll know the critical areas of your business are being treated with the strategic depth and care they need and that every decision is aligned to your wider vision.

Talk It Through →

Flexible Support — Built Around You

 Some clients need a full overhaul. Others just want focused sessions to get clarity. I offer flexible ways of working: hourly, daily, or on an advisory retainer.

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01.

Cash Flow Management & Financial Forecasting

Keep the engine running smoothly. We help you stay ahead of the curve on cash flow and forecasts, aligning your plans with the day-to-day demands of running a business.
02.

Business Performance Analysis & Advice

Make more informed decisions. We take a detailed look at your numbers to uncover what’s driving results and where there’s room to do more with less.
03.

Support with Business Growth

Big moves need smart preparation. Whether you’re scaling up, changing direction, or seeking funding, we bring the financial structure and insight to make complex changes run smoothly.
04.

Operational Excellence

Business growth goes  beyond the plan. It requires managed and assessed execution. I help ensure your financial narrative is backed by sound operational structures.