Depending on scope, support can include run-rate analysis, budgeting, forecasting, budget-to-actual reporting, scenario comparisons, planning commentary, and an agreed review cadence.
Management Reporting · Planning support
Financial planning and analysis grounded in reliable business data.
Build a practical forward-looking view of the business with budgets, forecasts, run-rate analysis, budget-to-actual reporting, and scenarios tailored to the decisions you need to make.
- Starting price
- $999 / month
- Foundation
- Reliable books and reporting
- Focus
- Planning and scenarios
Who it is for
For businesses ready to plan beyond the current month.
Financial Planning & Analysis is designed primarily for owners of technology and digital-service businesses who have dependable historical information and need a structured view of future assumptions, targets, and possible outcomes.
- Businesses preparing or maintaining a budget
- Owners comparing actual results with a plan
- Teams reviewing revenue and expense run rates
- Companies evaluating hiring, spending, or growth scenarios
- Businesses that need repeatable forecast updates
- Leaders who want assumptions explained in practical language
Planning foundation
Start with reliable history and clearly stated assumptions.
Planning work depends on complete, consistently maintained source books and a reporting structure that reflects how the business operates. The available history, business drivers, and intended decisions are reviewed before the planning scope is confirmed.
Financial Planning & Analysis can extend ISKRQ Management Reporting or be scoped where reliable financial information is maintained elsewhere.
What it can include
Connect performance reporting with a practical forward view.
The exact model and reporting package are tailored to the business. The goal is to make assumptions, changes, and possible outcomes easier to understand—not to create unnecessary complexity.
- Revenue and expense run-rate analysis
- Budget development and maintenance
- Rolling or periodic forecast updates
- Budget-to-actual reporting
- Scenario comparisons
- Planning commentary and review
Working rhythm
Update the plan as actual results and assumptions change.
The engagement begins by confirming the planning period, business drivers, available data, intended users, assumptions, and review cadence. Actual results are then compared with the relevant plan, and forecasts or scenarios are updated where included.
- Confirm objectives and planning horizon
- Review historical data and assumptions
- Build the agreed budget, forecast, or scenarios
- Compare actual results with the plan
- Review changes and update the forward view
Decision support
Use scenarios to understand choices, not to promise outcomes.
Scenarios can illustrate how different assumptions may affect revenue, costs, margins, or cash requirements. They are decision-support tools rather than guarantees or predictions.
The business remains responsible for its decisions. Tax, legal, investment, financing, and strategic advice require the appropriate professionals and separate engagements.
Pricing
From$999starting per month
Final pricing depends on the planning horizon, reporting depth, number of entities, source-data quality, model complexity, scenarios, and review cadence.
Financial Planning & Analysis is not an audit, assurance engagement, financing commitment, investment recommendation, tax opinion, or guarantee of future results.
See all pricing and scope factorsFrequently Asked Questions
What to know about financial planning & analysis.
Let's Connect
Let's talk about financial planning & analysis.
Tell us about your current setup and what you need to improve. We'll review the information, confirm whether we're a good fit, and outline the scope and next steps.
hello@iskrq.com