Financial Planning Readiness Assessment
Before diving into financial forecasting, let's ensure you have the foundation needed for meaningful results. Our assessment process helps identify your current position and readiness for strategic planning.
Financial Documentation Review
We examine your existing financial records, statements, and documentation to understand your current position. This includes revenue patterns, expense structures, and cash flow history from the past 18 months.
Business Structure Analysis
Understanding your business model, revenue streams, and operational structure helps us determine which forecasting approaches will be most effective for your specific situation and industry context.
Goal Clarification Session
We work with you to define clear, measurable financial objectives and timelines. This ensures our forecasting efforts align with your actual business priorities and growth plans.
Your Assessment Journey
The readiness assessment typically takes 2-3 weeks and involves several touchpoints to ensure we understand your business thoroughly before beginning forecasting work.
Initial Documentation Gathering
You'll provide financial statements, tax returns, and operational data. We review everything and identify any gaps that need addressing.
Systems and Process Evaluation
We examine your current accounting systems, reporting processes, and data quality to ensure reliable forecasting inputs.
Readiness Report and Recommendations
You receive a detailed assessment of your readiness level and specific recommendations for any improvements needed before forecasting begins.
Led by Experienced Financial Professionals
Our assessment process is guided by professionals who understand the complexities of business financial planning and the importance of proper preparation.
"Many businesses jump straight into forecasting without proper preparation, which often leads to unrealistic projections. Our assessment process has evolved from working with hundreds of Australian businesses - we know what information is actually needed for accurate forecasting."
Sarah's background includes work with manufacturing companies, professional services, and retail businesses across NSW and Queensland. She holds certifications in financial planning and business analysis.
What Makes a Business Ready?
Through our assessment process, we evaluate several key areas that indicate readiness for effective financial forecasting.
Reliable Financial Records
Accurate bookkeeping and consistent recording of transactions over at least 12 months provides the historical data foundation needed for meaningful forecasting.
Clear Business Metrics
Understanding your key performance indicators and having systems to track them consistently enables more accurate future projections.
Defined Objectives
Having specific, measurable goals for your forecasting effort ensures the process delivers actionable insights rather than just numbers.