Featuring SurvivalWare 2023 plus the Fort Knox corporate planning model.
If you are the founder, owner, CEO - it helps you sleep better at night. If you are the CFO or Controller in a traditional firm, or the adult supervision in a sea of young turks, a good planning model makes your job easier.
Features:
Integrated financial planning model does full Income Statement, Balance Sheet, and Cash Flow Projections
Budgeting
Light consolidation
Graphical analysis
Automated financial reporting
Mapping tool to load data from your accounting system
Automated Financial Reporting Systems with customized financial model
Of course, the real value of a financial model is realized when it is customized to your unique business, and becomes the core of an automated financial reporting system.
We offer to do the dirty work for you: assessing your chart of accounts, building an appropriate model, integrating non-financial data useful for analysis and reporting. We map and load a decent amount of history to put things in context.
We also:
Develop and document the processes for loading data monthly, and updating forecasts.
Develop an initial set of reports, the monthly confidence package for senior leadership.
Train you in how to operate the model and reporting system.
Keep the damn thing up and running through thick and thin.