Accurate, forward-looking financial planning is vital for decision-making and sustainable growth.
Many SMEs rely solely on statutory accounts, which only show where the business has been—not where it’s going. I work with business owners to translate raw numbers into meaningful insights that guide strategy, investment, and day-to-day operations.
Financial planning and analysis turns your data into a decision-making tool. Through structured forecasting, clear reporting, and regular performance reviews, I’ll help you stay proactive rather than reactive—spotting opportunities early and managing challenges with confidence.
Developing rolling forecasts and scenario plans that anticipate future outcomes and support sound decision-making.
Producing concise, tailored reports that focus on the metrics that matter most.
Identifying risks, inefficiencies, and opportunities to improve profitability and cash flow.
Tracking actual results against expectations to pinpoint issues and highlight positive performance drivers.
Creating dynamic models to support major decisions such as pricing, hiring, or investment planning.
Financial Planning & Analysis isn’t about adding layers of complexity - it’s about creating clarity. With accurate insights and structured reporting, you’ll understand exactly how your business is performing, what’s driving results, and where to focus next.
Let’s create a financial plan that drives results.
"He has become someone I deeply rely on professionally and a friend personally. I can’t recommend him, and the work he does, highly enough."
James Goodrich
Founder and CEO, Albany Partners
