Financial Planning & Business Analysis

Structured budgeting, rolling forecasts and variance analysis — so the plan stays useful after the first month of the year.

A budget written once in January and never revisited is a document, not a plan. Useful financial planning is a loop: forecast, compare against what happened, understand the gap, adjust.

KWN builds that loop — the budget model, the forecast cycle and the variance reporting that closes it — and runs it with you if you do not have the capacity in house.

Deliverables

Exactly what you get

Nothing here is a retainer with an undefined scope. Every engagement lists what is included before you approve it.

Budget preparation
An annual budget built bottom-up from your actual cost base and revenue drivers, not last year plus a percentage.
Rolling forecasts
Forecasts refreshed on a regular cycle so the view forward stays current as the year moves.
Variance analysis
Monthly comparison of actual against plan, with the drivers behind each significant variance identified.
Cash flow forecasting
Short and medium-term cash forecasting so funding gaps are visible early enough to do something about them.
KPI reporting
A small set of measures that genuinely track the business, reported consistently.

The first cycle takes longest

Building the model and agreeing the drivers is the bulk of the work. Subsequent cycles are much lighter.

It needs someone on your side

Forecasts are only as good as the commercial input behind them. We need one person internally who can answer questions about the pipeline.

It pairs with the accounting service

If we also keep the books, actuals feed the model directly and the loop closes faster.

Typically engaged by

Businesses budgeting formally for the first time
Companies whose forecast and actuals never reconcile
Finance teams without dedicated FP&A capacity

FAQ

Common questions

What do you build the model in?

Usually a spreadsheet you own and can keep using, unless you already have a planning tool you would rather we work in.

How often are forecasts refreshed?

Monthly or quarterly, depending on how fast your business moves. We agree the cycle in the quotation.

Ready to talk about financial planning & business analysis?

Send an inquiry and a KWN specialist will review it and get back to you within one business day. No cost, no commitment.

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Accounting, Reporting & Compliance

Bookkeeping, reconciliations, management reporting and year-end financial statements — the foundation everything else depends on.