A simple financial forecast
Shaped to your business and the decision in front of you, not a generic template.
Small business financial forecasts
A clear forecast for your business plans
I help small-business owners shape a simple financial forecast for planning or preparing for a loan. We'll agree on the scope before I begin.
Ask about a forecast
$35 an hour an hour
What you get
A forecast built around your business
Support for planning or loan preparation
Useful whether you're planning ahead or putting a case together for a lender.
How it works
Three straightforward steps
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01
Tell me what you need
A short conversation about your business and what the forecast is for.
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02
Agree on the scope
We settle what's covered and the time it will take before I start.
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03
I prepare your forecast
You get a clear document you can use for planning or a loan application.
About me
I'm a banker who helps businesses see clearly
I'm a banker, and I help small businesses shape a clear financial forecast.
A clear forecast is a tool for a decision, not a guarantee of an outcome.
Scope agreed before work
We settle what's covered and the time it will take before I begin.
Loan approval not guaranteed
A forecast supports a loan application. It does not guarantee the outcome.
Questions, answered
Anything else? Ask about a forecast.
Will a forecast guarantee loan approval?
No. A forecast does not guarantee loan approval.
How does the price work?
It's $35 an hour an hour. We agree on the scope, and so the likely time, before I start work.
How does this work since it's remote?
We talk through what you need, agree the scope, and I prepare your forecast remotely.
Book a time
Let's shape your forecast
Send a note about your business and what the forecast is for. I'll confirm a time and we'll agree the scope before any work begins.
- No deposit to book
- Delivered remotely
- Scope agreed before work starts
$35an hour
- Scope agreed before work
- Loan approval not guaranteed
Request your booking
Enter your details, then pay securely.
Ready to see your numbers clearly
Tell me what you're planning and I'll confirm a time to work through it together.