Financial Planning and Analysis

Budget planning and forecasting for mission-based organizations, including new programs and strategic growth initiatives.

This is my specialty. Financial planning and analysis turns your numbers into a plan you can act on. It answers questions like whether you can afford a new program, what next year's budget should look like, and how a growth initiative will affect your bottom line.

What's included

• Budget planning
• Forecasting
• Financial analysis of new programs and business lines
• Financial support for strategic growth initiatives

Who it's for

Mission-based organizations, typically non-profits, that are planning for growth, launching something new, or need a clearer view of where the money is going. I also work with businesses on growth planning and new business lines. This work draws on more than 20 years of accounting and financial analysis experience.

How it works

1. Start with a conversation. We talk through your goals and the decisions in front of you.
2. Define the scope. We agree on what to analyze, what data is needed, and what you want at the end.
3. Analysis and recommendations. I build the budget, forecast or analysis and walk you through what it means.

Contact me about financial planning

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