---
title: 'Financial Planning and Analysis'
url: 'https://haljankowski.com/services/financial-planning-and-analysis'
markdown: 'https://haljankowski.com/services/financial-planning-and-analysis.md'
date: '2026-09-19'
description: 'Financial planning and analysis for non-profits and mission-based organizations: budgeting, forecasting and analysis from a CPA with 20+ years of experience.'
---

# 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](https://haljankowski.com/contact)

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---

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