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Detailed FP&A services

Each service delivers a tangible result — a model, report or system you can implement immediately in your business.

P&L Setup + Budget

I design a clear profit & loss statement tailored to your business and an annual budget with monthly reporting. You gain full control over your financial results and a transparent cost structure from day one.

Who is this for

SMEs without a clear cost and revenue structure, companies wanting to introduce regular reporting, or businesses preparing for investor conversations.

What's included
  • Audit of existing P&L structure or build from scratch
  • Segmentation of revenues and costs by business line
  • Annual budget broken down monthly
  • Plan vs. actual comparison (variance analysis)
  • Monthly management report template
  • Training on how to use the model

3-Statement Model

An integrated financial model connecting P&L, balance sheet and cash flow in one coherent file. Includes scenarios (base, bull, bear) and sensitivity analysis — the single source of truth for strategic decisions and investor talks.

Who is this for

Companies seeking financing, preparing for a sale, or boards wanting to plan strategically with multiple scenario options.

What's included
  • Integrated P&L, balance sheet and cash flow statement
  • 3 scenarios: base case, optimistic, conservative
  • Sensitivity analysis (key driver tables)
  • Key metrics: EBITDA, cash runway, burn rate
  • Executive summary dashboards
  • Model documentation and training

Automation & Report Outsourcing

I streamline and automate financial and reporting processes. I design solutions in Excel (VBA, Power Query) or Google Sheets. I also deliver recurring reports — you can fully delegate this area to me.

Who is this for

Companies losing time to manual report assembly, data copying and spreadsheet error-fixing. Sole traders and limited companies without a dedicated controller.

What's included
  • Audit of existing processes and spreadsheets
  • Power Query automation (multi-source data consolidation)
  • VBA macros for repetitive operations
  • Recurring reporting (weekly, monthly, quarterly)
  • Documentation and team training
  • Option: ongoing reporting outsourcing

Excel Audit & KPI Dashboard

I improve existing financial spreadsheets, eliminate errors and consolidate data from multiple sources. I design a KPI dashboard in Excel or Power BI — clear, live-updated and ready for board meetings.

Who is this for

Companies that have data but no single place to see everything at once. Management teams wanting a "one screen of truth" for operational decisions.

What's included
  • Audit and optimisation of existing spreadsheets
  • Data integration from multiple sources (ERP, CRM, Google Sheets)
  • KPI dashboard: MRR, margins, cash flow, sales
  • Automatic data refresh
  • Excel or Power BI Desktop version
  • Team training and handover

FP&A Outsourcing (B2B)

An external FP&A partner on flexible B2B terms. I act like an in-house financial analyst — without employment costs, social contributions or downtime. Scope and billing model adapted to your needs.

Who is this for

Companies that can't or don't want to hire a full-time analyst. SMEs in growth phase needing regular financial support without fixed headcount costs.

What's included
  • Recurring analyses and management reports
  • Financial model and budget updates
  • Ad-hoc support and on-call consultations
  • Board and investor materials preparation
  • Business partnering for CEO/CFO
  • Flexible scope — from 10h/month upwards

Personal P&L Analysis

I organise your personal finances using methods applied by CFOs in companies. Income, costs, savings and financial goals — in one clear report. Start managing your money strategically.

Who is this for

Entrepreneurs, freelancers and people with irregular income who want to take control of their finances. Creators and influencers managing multiple revenue streams.

What's included
  • Map of all income sources and cost categories
  • Personal P&L — monthly and annual view
  • Savings and surplus analysis
  • Short and long-term financial goals
  • Self-maintained tracking spreadsheet
  • Summary consultation with recommendations

No standard pricing list.
Just a quote built for you.

Every project is different. Book a free consultation — I'll tell you exactly what I can do and how much it costs.

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