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Our services

Nine core services, one goal: better financial decisions

Each service can stand on its own or work together with the others. Here is what each one covers, who it helps, what you receive and how we work with you.

Business Case Preparation

Turn an idea into an investment decision your board can approve.

We build the financial case for a new investment, project or initiative: what it costs, what it returns and what could go wrong. You get a clear recommendation backed by numbers that stand up to questions.

Who it's for

  • Teams asking for budget for a new system, site, product or hire
  • Founders preparing a proposal for investors or a bank
  • Managers choosing between build, buy or do nothing
Typical delivery
1 to 3 weeks
Built in
Excel or Google Sheets, with a PowerPoint summary

What you get

  • Options compared side by side, including doing nothing
  • One-off and running costs, and benefits, year by year
  • NPV, IRR, payback period and sensitivity analysis
  • Assumptions and risks written down, with sources
  • A one-page summary and a short decision deck

How it works

  1. Agree the decision to be made and the options
  2. Gather costs, volumes and benefits with your team
  3. Build the model and test the assumptions
  4. Review together, refine and present
See packages and pricesDiscuss your needs

Dashboard Preparation

See your key numbers on one page, refreshed in minutes.

We design and build dashboards that bring your financial and operational data together, so your team spends its time on decisions instead of copying numbers between files.

Who it's for

  • Leaders who get their numbers late or spread across many files
  • Finance teams rebuilding the same report every month
  • Project and operations heads who need an up-to-date view
Typical delivery
1 to 3 weeks
Built in
Excel or Google Sheets

What you get

  • KPIs and their definitions agreed with you
  • Your data brought into one structured source
  • KPI tiles, charts, trends and variance views
  • Filters by period, team, project or region
  • Refresh steps written down, and automated where your tools allow

How it works

  1. Agree the questions the dashboard must answer
  2. Map and clean your data sources
  3. Build and test the dashboard with you
  4. Hand over with a walkthrough and refresh steps
See packages and pricesDiscuss your needs

Financial Model

A model of your business you can trust, change and present.

We build driver-based financial models that link your assumptions to profit, cash and the balance sheet. Change a price, a hiring date or a growth rate and see the effect straight away.

Who it's for

  • Founders raising investment or a loan
  • Companies planning the next 3 to 5 years
  • Leaders who want to test what-if scenarios
Typical delivery
2 to 5 weeks
Built in
Excel or Google Sheets

What you get

  • Income statement, balance sheet and cash flow that tie together
  • One input sheet for every assumption
  • Base, upside and downside scenarios
  • Charts and summaries ready for investors or your bank
  • Built-in checks so errors show up straight away

How it works

  1. Understand your business model and key drivers
  2. Design the model structure with you
  3. Build, test and check every link
  4. Walk your team through it so they can run it
See packages and pricesDiscuss your needs

Budget & Forecast Trackers

Know where every rupee goes, and where you will land at year end.

We set up trackers that compare actual spend with the budget every month and roll the forecast forward, for a single year or several years.

Who it's for

  • Finance teams running the annual budget
  • Department heads who own a cost centre
  • Companies that find overspends too late
Typical delivery
1 to 4 weeks
Built in
Excel or Google Sheets

What you get

  • Budget by cost centre, account and month
  • Budget vs actual, with variances by line
  • Rolling forecast to year end
  • Single-year or multi-year views
  • A template for monthly variance commentary

How it works

  1. Agree the structure: cost centres, accounts and periods
  2. Load the budget and past actuals
  3. Build the tracker and forecast logic
  4. Train your team on the monthly update
See packages and pricesDiscuss your needs

End-to-End Contract Management

Every contract, deliverable, payment and renewal date in one place.

We build trackers that follow each contract from signature to renewal: what the supplier must deliver, what you have paid, what is still committed and when you need to act.

Who it's for

  • Companies with many supplier or client contracts
  • IT and procurement teams managing software licences and services
  • Finance teams tracking commitments against budget
Typical delivery
1 to 3 weeks
Built in
Excel or Google Sheets

What you get

  • A contract register with key terms, values and dates
  • Deliverables and milestones with their status
  • Payments, invoices and remaining commitment
  • Spend against contract value and budget
  • Alerts for renewals and notice periods

How it works

  1. Collect your contracts and agree what to track
  2. Build the register and tracker
  3. Load existing contracts and set up alerts
  4. Hand over with a monthly update routine
See packages and pricesDiscuss your needs

Headcount & FTE Planning

Plan who you hire, when, and what it costs.

We build headcount plans that link every role to its start date, salary, increments and on-costs, so hiring decisions and the people budget always match.

Who it's for

  • Growing teams planning new hires
  • HR and finance preparing the annual people budget
  • Managers balancing employees and contractors
Typical delivery
1 to 3 weeks
Built in
Excel or Google Sheets

What you get

  • A role-by-role plan by team and month
  • Cost per role, including increments and on-costs
  • FTE and cost summaries by team and location
  • Attrition and vacancy assumptions
  • A link to your budget or financial model

How it works

  1. Agree teams, roles and cost components
  2. Load current headcount and planned hires
  3. Build the plan and summaries
  4. Test scenarios and hand over
See packages and pricesDiscuss your needs

Monthly FP&A Support

Your month-end numbers, prepared and explained, every month.

An experienced FP&A partner without a full-time hire. Each month we update your numbers, explain the variances and refresh the forecast, so leadership gets a clear pack on time.

Who it's for

  • Startups and small businesses without an FP&A team
  • Finance teams that need extra hands
  • Companies reporting to investors or a board
Typical delivery
Every month
Built in
Excel or Google Sheets, and PowerPoint

What you get

  • Budget vs actual with variance commentary
  • Forecast updated to year end
  • Dashboard refresh
  • Monthly management pack
  • A monthly review call

How it works

  1. Agree the monthly calendar and what goes in the pack
  2. Receive your actuals after month-end close
  3. Prepare the analysis, forecast and pack
  4. Review the results with your leadership
See packages and pricesDiscuss your needs

Project Management & Roadmaps

Projects delivered on time and on budget, with no surprises.

We plan and control projects from the financial side: roadmaps, budgets, milestones and risks, for one project or a whole portfolio, over one year or several.

Who it's for

  • Organisations running IT, infrastructure or transformation projects
  • Project offices that need tighter cost control
  • Leaders who want one view of every project
Typical delivery
1 to 3 weeks to set up, then monthly if you want
Built in
Excel or Google Sheets, with PowerPoint status packs

What you get

  • Project plan and single or multi-year roadmap
  • Budget, cost and milestone tracking
  • Risk, action, issue and decision (RAID) log
  • Status reports and steering committee packs
  • Resource and FTE planning across projects

How it works

  1. Agree scope, phases and milestones
  2. Build the roadmap and budget
  3. Set up tracking and the RAID log
  4. Report every month, or hand over to your team
See packages and pricesDiscuss your needs

Product Management Support

Product decisions backed by costs, prices and expected returns.

We help product teams decide what to build and how to price it, with business cases, unit economics and a roadmap ranked by value and cost.

Who it's for

  • Product managers preparing a launch
  • Founders setting or changing prices
  • Teams with more feature ideas than budget
Typical delivery
1 to 3 weeks
Built in
Excel or Google Sheets

What you get

  • Product business case and launch budget
  • Pricing options and unit economics
  • Break-even point and payback
  • Roadmap ranked by value and cost
  • KPI dashboard to track results after launch

How it works

  1. Understand the product, customers and costs
  2. Model prices, volumes and costs
  3. Rank roadmap items by value and cost
  4. Agree KPIs and hand over
See packages and pricesDiscuss your needs

Let's turn your financial data into a roadmap for growth.

Get in touch today for a free consultation.

Contact Jorrion