Budgeting & forecasting
Annual budgets and rolling forecasts built to your assumptions, ready to walk a client through.
Pillar 2 · CFO Office & Strategic Finance
The analysis you present, built beneath you.
Budgeting, forecasting, variance analysis, cash-flow and 13-week models, KPI and management reporting: the analytical layer a fractional CFO puts in front of their client, produced beneath them. Your time stays on judgment and the relationship.
Sector experience
Is this you?
You are probably a fit if this sounds familiar.
Four signs pulled from the practices we take capacity off most often. If two or more apply, the conversation below is worth having.
Four signs pulled from the practices we take capacity off most often. If two or more apply, the conversation below is worth having.
Self-check
4 signs
You personally build every budget, forecast and variance pack your clients see.
Taking on another client means turning down the next one, because your own hours are the ceiling.
Clients ask for more scenarios and more analysis than you have time to build well.
You want to present sharper work without hiring ahead of demand.
What we handle
The numbers behind the story you tell.
Variance analysis
Plan versus actual explained clearly, so the conversation is about decisions, not spreadsheets.
Cash-flow & 13-week models
Short-horizon cash visibility that keeps a client ahead of a crunch instead of reacting to one.
KPI & management reporting
The recurring pack that shows performance at a glance, in your format and your brand.
What clients say
Strong on the analysis, easy to work with.
The recurring feedback: budgeting and forecasting work is genuinely strong, communication is quick even across the time-zone gap, and the team is good at taking direction, asking clarifying questions rather than guessing.
Prefer a live view over a monthly pack? The same reporting can be delivered as a real-time branded dashboard your client logs into. See systems & automation
Management pack
Monthly
Budget var
+4%
Runway
13 week
Gross margin
58%
Note
Forecast holds 13-week coverage. Favourable budget variance driven by margin.
The outcome
Roughly 3x the client capacity, with no build-out of your own.
When the execution no longer runs through your own hands, a practitioner who could personally handle two or three clients can carry far more. You present sharper analysis, more scenarios and more perspective, without hiring ahead of demand.
We work inside your ecosystem and to your standards, so the analysis lands as yours.
You bring
Judgment and the client relationship
We build
The budgets, forecasts and reporting
You get
A sharper story for every client
The alternative
Compare the actual options.
Do it yourself
Every hour on the model is an hour off the client relationship, and it caps how many clients you can carry.
Junior hire
Cheaper on paper, but the analysis still needs your review and often your rework.
The Algebra Group
Executive-level output built to your assumptions, so your review time goes to judgment, not correction.
One roof
The rest of the stack, when you need it.
FAQ
Questions worth asking before you hand this over.
Who reviews the numbers before my client sees them?
You do. We build the budget, the forecast or the reporting pack to your assumptions and hand it back for your review, so the judgment call and the client conversation both stay yours.
How often does this run, monthly or quarterly?
Most engagements run on a monthly cadence tied to close, with the option to add a 13-week cash view for clients who need shorter-horizon visibility.
Can this flex as my client roster grows or shrinks?
Yes. Capacity scales with the engagement rather than requiring you to hire ahead of demand or renegotiate a fixed team size.
What if we would rather present this live than as a monthly pack?
The same reporting can be delivered as a real-time branded dashboard your client logs into. See systems & automation
Your next step
See our analysis next to yours.
Send us a forecast or a reporting pack you have already delivered and we will rebuild it side by side, so you can judge the quality before anything goes live.