Partner · Monthly Financial Advisory

The plan stays alive, month after month.

Foundation builds the plan. Partner is what keeps it from becoming a file nobody opens. Every month we close your numbers against the budget, explain what moved and why, and translate that into the two or three decisions that matter before the next month starts.

What is included

• Monthly review of actuals against budget, with written commentary
• Rolling forecast, updated as reality changes
• Indicator dashboard maintained and reviewed with you
• A monthly working session with the owner or decision maker
• Direct access between sessions for decisions that cannot wait

Best suited for

Owners who already have a financial plan in place and want a finance partner reading the results with them, without carrying the cost of an in-house team or a full-time CFO.

Monthly engagement, delivered remotely in English or Portuguese. Budget Express Consulting is a Canadian company based in North Vancouver, British Columbia.