Services / Financial Planning and Analysis
Financial Planning and Analysis
Understand your numbers well enough to act on them.
- Leadsmarketing
- Salespipeline
- Deliveryoperations
- Cashfinances
Monthly review
Structure and people hold the loop together.
Who it is for
Owners who get financial statements from a bookkeeper or accountant but do not use them to make decisions.
Common problems it solves
- You find out about a cash crunch when it arrives.
- Sales are up, but there seems to be less money left over.
- Prices were set years ago and have not kept up with costs.
- There is no budget, or the budget is never compared with what actually happened.
What you get
- A working budget built with you, and a monthly budget-versus-actual review.
- A rolling 13-week cash flow forecast you can update yourself.
- Pricing and margin analysis by product, service or client.
- A one-page KPI dashboard.
This is advisory work. We help you plan and analyze. We do not keep books or prepare tax returns. Evolvetec Inc. provides business advisory and consulting services. Evolvetec Inc. is not a bank or direct lender and does not make credit decisions. We do not guarantee any particular business, financial or other outcome.
How AI helps here
AI tools help us categorize transactions, spot unusual items and test pricing and cost scenarios quickly. We review every figure with you before it goes into a plan.
How we use AITalk it through with us
Tell us where the business is and what you want to change. We will reply to set up a first conversation. No obligation.
Book a consultation