Scale Plan
Stop Reacting.
Start Planning.
As your business grows, financial decisions get harder. The Scale plan gives you the budgets, forecasts, and quarterly guidance to make those decisions with confidence.
Month-to-month. Cancel anytime. Includes a 30-minute quarterly advisory.
Advisory Rhythm
Fiscal Year 2026
Advisory
4 sessions / year
Monthly Report
Budget vs actuals
Next session
Q2 Strategic Review
What the Scale Plan Includes
Three pillars of CFO-level work
Built on top of your accounting and reporting. No estimates, no guesswork. Real numbers, forward-looking plans.
I
Planning
Budgets and financial plans that align with your goals. Annual targets broken down by month, with the detail you need to execute.
Annual budget · Monthly targets
II
Forecasting
Twelve to twenty-four month forecasts that help you anticipate cash flow, growth, and the headroom for your next move.
12–24 month outlook · Cash runway
III
Strategy
Forward-looking guidance on the decisions that move the business. Hiring, pricing, expansion, investment.
Scenario planning · Quarterly review
How the Scale Plan Works
From foundation to forward-looking plan
Your accounting and reporting are already running. The Scale plan picks up where reporting leaves off and builds the plan on top of real numbers.
Build on Your Foundation
Your accounting and reporting are already in place. We use your real numbers, not estimates.
- Accounting and reporting already running
- Real numbers, not projections from scratch
- We pick up where reporting leaves off
Build Your Financial Plan
With accurate data in place, we create a budget and forecast that shows exactly where the business is headed.
- Annual budget and monthly targets
- 12–24 month financial forecast
- Revenue and cost projections
Track Performance vs Plan
Every month we measure actual results against the plan so you always know how you’re tracking and where to adjust.
- Monthly budget vs actual reporting
- Variance analysis with clear explanations
- Cash flow and runway tracking
Support Strategic Decisions
Every quarter we sit down with you to review performance, revisit the plan, and work through the financial side of your biggest decisions.
- 30-minute strategic advisory session
- Scenario planning for key decisions
- Forward-looking financial guidance
Is This the Right Fit?
You’re deciding about…
If you’re making decisions about any of these and want real financial planning behind them, this is where we help most.
Scale plan requires Growth reporting. Not sure where you are? Book a consultation and we’ll help you figure it out.
Book a free consultation →Ready to plan,
not just report?
The Scale plan is for businesses that want to stop reacting and start planning. Let’s talk about where you want to go.
Starting at $1,295/month. Month-to-month. Cancel anytime.