Financial Planning & Analysis
Budgets, variance reviews, and unit economics that drive decisions.
We build a planning rhythm inside your business — annual operating plans, quarterly re-forecasts, monthly variance analysis, and unit economics that show you which products, customers, and channels actually make money.
Benefits of engaging us
- Senior CA-led engagement, not outsourced juniors
- Predictable monthly retainers — no hidden fees
- Tech-enabled workflows with cloud collaboration
- Strategic guidance beyond compliance
- Timely, accurate, and audit-ready output
- Transparent reporting and dashboards
How we work
- Step 01Discovery Call
We understand your business, financials, and immediate priorities.
- Step 02Diagnostic Review
Detailed assessment of books, compliance status, and risk areas.
- Step 03Engagement Plan
A clear, written scope with timelines, deliverables, and pricing.
- Step 04Execution
Our team executes with structured workflows and weekly check-ins.
- Step 05Reporting & Review
Monthly MIS, dashboards, and strategic reviews with the founder.
Who we work with
Answers to common questions
How quickly can we engage you for financial planning & analysis?+
Most engagements begin within 7–10 days of the discovery call, after a brief diagnostic and a signed engagement letter.
Is pricing fixed or variable?+
We work primarily on fixed monthly retainers with clearly defined scope. One-off assignments are quoted as fixed-fee projects.
Will a Chartered Accountant be personally involved?+
Yes. Every engagement is owned by a Chartered Accountant. You will not be passed to junior team members for important decisions.