Description
Budget & Forecast Build
A one-time editable Excel annual budget and monthly forecast for one business.
Choose your service tier (USD)
| Tier | Price | Scope and deliverables | Delivery | Revisions |
|---|---|---|---|---|
| Essential | $79 | 12-month annual budget, up to 15 reporting lines and 1 revenue driver; editable monthly budget, forecast, assumptions and summary. No detailed variance dashboard. | 3 business days | 1 |
| Standard | $119 | 12-month annual budget, up to 30 lines and 3 revenue drivers; budget and forecast, budget-versus-actual structure, variance calculations and dashboard. | 5 business days | 1 |
| Advanced | $189 | 12-month annual budget, up to 45 lines and 5 drivers; base and 2 alternative forecast scenarios, variance dashboard and expanded reporting. | 6 business days | 2 |
Select Service Tier to view the checkout price. All tiers include an editable Excel workbook and necessary project communication. Each revision is one consolidated round of in-scope corrections.
How it works
Choose and pay for your tier. Email your order number and project details to jonas.frac.cfo@gmail.com, plus a private folder link shared specifically with that address (not public or anyone-with-link). We confirm inputs and assumptions, build the workbook and deliver your selected scope.
Required inputs
Historical financial statements, business plan, revenue and expense drivers, forecast assumptions and reporting requirements. Keep sensitive files in the restricted-access folder rather than email attachments or checkout forms.
Exclusions and turnaround
Excludes ongoing reporting, bookkeeping cleanup and multi-entity consolidation. Additional periods, lines, scenarios or drivers require a separate quote. Turnaround begins only after confirmed payment and all agreed inputs are received and pauses for missing information.
FAQ
Does this include monthly bookkeeping? No. This is a one-time project. You can check out the CFO services for the on-going partnership or you can send us an email.
Can I use historical data? Yes, when supplied in the agreed format.
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