12-Month Revenue Projection
Built from historical trends, seasonality, and your growth assumptions.
Strategic Service
Financial Forecasting Services: See What's Coming
Financial forecasting and modeling services — cash flow forecasts, projections and 3-statement models for growing businesses. Book a free consultation.
Service Snapshot
12-moForecast horizon
3Scenario models
LiveDashboard updates
New Client Offer · Financial Forecasting
$299 model build fee waived plus your first forecast report free
See your next 12 months before your second invoice arrives.
3-month plan. $299 build fee waived. First report free. New clients only.
Get My Free Forecast$299 model build fee waived for new clients
Forecast Deliverables
What you receive every reporting cycle.
Cash Flow Forecast
Know your runway to the day and avoid cash crunches before they happen.
3-Scenario Modeling
Best case, base case, and worst case views so you are prepared for changes.
Break-Even Analysis
Understand when new products, hires, or investments pay off.
KPI Dashboard
Track revenue, margins, burn rate, and other metrics against targets.
Monthly Variance Report
Actual vs. forecast with commentary on what drove the gap.
Scenario Planning
Three views of your financial future.
Best, base, and worst-case models keep decisions grounded.
Outcome profile0-100 index
Progress curve86%
Q1Q2Q3Q4
Forecast Workflow
From raw history to model backed decisions.
1
Historical Review
We normalize revenue, cost, and cash history.
2
Assumption Build
Growth drivers, seasonality, pricing, and capacity are documented.
3
Scenario Model
Best, base, and worst cases are created with clear triggers.
4
Monthly Refresh
Actuals are rolled in and the model is updated.
Reactive vs. proactive finance
Decision areaWith ForecastWithout
New hire timingData-drivenGut feeling
Cash crunch prep90 days aheadToo late
Investor presentationsModel-backedSpreadsheet only
Expansion decisionsBreak-even clearUncertain
Explore more planning services
Pair your forecast with a plan.
Transparent Pricing
One package everything built in.
U.S market average: $800 - $4,000 one-timeWe start from: $499 one-time
Starter
$499one-time
12-month revenue + expense forecast, 1 scenario, KPI dashboard, simple business model.
Growth
$649one-time
3-scenario model, rolling 18-month forecast, KPI dashboard, investor-ready format.
Pro
$999one-time
5-year multi-entity model, SBA/investor package, cash flow + capital planning.
Ongoing support is optional. A flat monthly add-on covers model updates, rolling refreshes, and a review call.
Sample Work
Proof from related engagements.
FAQ
Forecasting Questions
What a forecast is, what it costs, and what we need to build one.
A budget is a plan. It sets spending and revenue targets you intend to hit over a fixed period. A financial forecast is a prediction. It projects where your revenue, expenses, and cash flow are actually heading based on real data and current trends. Put simply, a budget says "here is what we want to happen," and a forecast says "here is what is likely to happen." Most businesses benefit from both, used together.
Financial forecasting is the process of projecting your business's future revenue, expenses, and cash flow based on historical data, current trends, and planned changes. It matters because it answers the questions that keep owners up at night. Can I afford to hire? When will cash get tight? What happens if sales dip 15%? A good forecast turns those from guesses into modeled scenarios you can plan around.
Our financial forecasting engagements are quoted as flat fees for a standalone forecast build, with ongoing forecast updates available as a monthly add-on. Pricing depends on the complexity of your revenue streams, whether you need scenario modeling for best, base, and worst case, and whether the forecast is for internal planning, investors, or a loan application. You get a fixed quote after the free consultation, with no hourly billing.
Yes. We build financial projections in the formats lenders and investors expect, typically 3-year and up to 5-year monthly projections covering profit and loss, cash flow, and balance sheet, with documented assumptions. SBA lenders generally want to see realistic, assumption-backed projections rather than hockey-stick guesses, and that is exactly how we build them: grounded in your actual historical data with every assumption stated and defensible.
Both options are available. A one-time forecast build works well for a loan application, investor pitch, or annual planning. But forecasts lose accuracy as reality diverges from assumptions, so many clients choose a rolling forecast updated monthly or quarterly against actual results, as part of their bookkeeping or CFO advisory plan. We recommend the right cadence based on how fast your business is changing.
Ideally 12 to 24 months of accurate financial data: profit and loss, balance sheet, cash flows, and bank activity. If your books are not current or reliable, we will typically recommend a cleanup first, since a forecast built on bad data produces bad predictions. For newer businesses without much history, we build assumption-driven projections using your pipeline, pricing, and industry benchmarks instead.
Next Step
Stop reacting. Start anticipating.
Book a free call and we will show you what your next 12 months could look like.