A proper Financial Operations Model assesses the true capability of your business as a revenue producing enterprise.   When done properly, financial modeling is a process that helps you understand and manage the business so that you can make effective, evidence-based decisions.

We are not accountants. And that is exactly the point.

We treat financial modeling as a budgetary management exercise.  We leave the accounting to your accountant. With our expert sales, marketing and financial background, we give you:

STRUCTURE

Process around how your business accomplishes your sales, revenue and profit result.

COST ALIGNMENT

A budget that is authentically mapped to the cost of acquiring your customer.

UNDERSTANDING

Discernment around what it actually means to on-board new customers.

VISUALIZATION

The ability to see the impacts of decision making in real time.

The Problem with DIY Financial Models

INPUTS = OUTPUTS

Small businesses often approach financial modeling as a vague accounting exercise rife with best guesstimate “plug in” figures resulting in woefully inaccurate outputs. This is simply dangerous. Our core methodology combines operational expertise in finance, marketing, and sales to guide accurate revenue, cost, and customer acquisition projections. As a result, you can confidently make evidence-based decisions about your business that won’t sink your business.

78% of all new businesses fail due to lack of financial planning

(Source: US Bank; Hagen Study)

Why the Financial Operations Model is Important

ACCURATE LINE-OF-SIGHT

Revenue operations modeling creates a viable business narrative for your company and uses process to guide you to better findings of fact.

  • Make well-informed financial decisions about your business. Gain command over your cash-flow. Stop guessing.
  • Provide your accountant with an accurate baseline to gain better financial reporting and more impactful professional advice.
  • Respond to tough investor questions with the level of competence required to secure the financing agreement your business needs.

82% of new businesses fail due to poor cash flow and management skills.

(Source: US Bank; Hagen Study)

The Value of Scenario-Based Revenue Modeling

TEST ASSUMPTIONS AND VISUALIZE FINANCIAL IMPACTS

ACCURATE PRICE/COST CALCULATIONS

Allows you to dynamically test the impact of various pricing scenarios on revenue, cost and profit projections.

REQUIREMENTS-BASED PRICING

Is one of four elements in Pricing Strategy. Price calculation can only be accomplished with an accurate financial operations model.

ACQUISITION MODELING

Is your crystal ball to visualize how your assumptions play out which impact every other aspect of your financial plan.

VALIDATION

Allows you to test the decision-making behind marketing and sales spend within the context of monthly cash flow capacity.

Price planning & efficiency can increase top line growth by an average of 10% per year and increase net profitability by up to 20%

(Source: Ivey Business Journal)

What Our Clients Are Saying…

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