For trade businesses

Plan the numbers behind your business clearly.

A monthly report shows what has already happened. Hiring, materials and investments also require a view of when customers pay and which bills fall due first.

The initial conversation is free and without obligation. No financial documents are needed beforehand.

Your situation

A report alone cannot answer the next decision.

Orders are growing

Decide whether and when extra capacity makes financial sense.

Cash is tied up

Materials, open customer invoices and running payments occur at different times.

Decisions are due

For investment, hiring and pricing, it helps to compare the financial effects of plausible options.

Questions

Questions about the process.

Do I need existing controlling?

No. Organised bookkeeping and available basic data are often enough.

Does this replace my tax adviser?

No. I complement accounting and tax advice with planning for your business decisions.

Is this only for large businesses?

No. It is designed for owner-led businesses without their own finance department.

Free orientation conversation

Which decision is ahead of you?

We start with your question and the information already available. I then propose a suitable scope. You only send confidential financial documents once we have agreed on a secure way to exchange them.

An application of individual financial planning

For your business, we build the Finance Decision System around the agreed question. The example page shows how orders, employees and payment dates interact.

See financial planning and scope →

Explore the fictional staffing example →

An application of individual financial planning

For your business, we build the Finance Decision System around the agreed question. The example page shows how orders, employees and payment dates interact.

See financial planning and scope →

Explore the fictional staffing example →

An application of individual financial planning

For your business, we build the Finance Decision System around the agreed question. The example page shows how orders, employees and payment dates interact.

See financial planning and scope →

Explore the fictional staffing example →

An application of individual financial planning

For your business, we build the Finance Decision System around the agreed question. The example page shows how orders, employees and payment dates interact.

See financial planning and scope →

Explore the fictional staffing example →