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Fixed plan pricing

500 to create first year plans

  Owner complete pre meeting questionnaire
1/2 - 1 hour meeting to finalise understanding of business and key drivers
Provides high level profit and loss/cashflow
Excel sheets with instructions
Draft numbers based on information provided that can be amended by business owner
1 hour discussion/'training'

150 for quarterly updates (if relatively minor)

300 for major updates or annual review


Sample financial plan
We recognise the individuality of each business and therefore, although we have some standard components to our financial plans, yours will reflect your business and its key drivers.

If you want to get an idea of how it might look and some of the component elements you can look at some extracts from our proforma.