Financial Planning and Analysis Services

Again our services are completely customizable and always focus on our clients' most critical issues and opportunities.  We do, however, offer a standard set of services for our clients to consider...

3 or 5 Year Financial Models

Financial modeling is an abstract representation (a model) of a real world financial situation. This is a mathematical accounting model designed to represent the performance of a business over time. 

Cash Flow Forecasting

Cash flow forecasting or cash flow management is a key aspect of financial management of a business, planning its future cash requirements to avoid a crisis of liquidity. Fiscal Partners has a proven proprietary process to prepare both short term and long term cash forecasts unique to your business and your business's situation.

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Annual Operating Plans and Budgets

Operational planning is the process of planning strategic goals and objectives to tactical goals and objectives. It describes milestones, conditions for success and explains how, or what portion of, a strategic plan will be put into operation during a given operational period.  An operational plan is the basis for, and justification of, an annual operating budget. Fiscal Partners has a proven proprietary process to prepare both Annual Operating Plans and Budgets unique to your business and your business's situation.

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