Financial models and tools
Since forming Upbeat Consulting in 2022, I have spent time developing frameworks and solutions that can deliver robust, straightforward and cost effective financial modelling tools that can support businesses.
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These deliver tangible benefits to businesses day-to-day and can underpin pursuit of new funding, provide confidence to existing lenders and other stakeholders, and help frame strategic discussions.
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Whilst often forming part of wider project services, such tools can be delivered as a standalone to support businesses across all sectors.
Financial model frameworks that can be tailored and delivered cost effectively.
Integrated models
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Fully integrated profit and loss, balance sheet and cash flow models.
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Easily updated with actuals to track performance and provide insight.
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Created in such a way that these can be passed back and maintained by existing finance functions upon completion.
Budget tools
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Budget models with supporting assumptions built in that can be easily flexed for future years and cover multiple periods.
Short and long term cash models
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Short-term 13 week cash flow models, on a daily or weekly basis, that can provide invaluable insight for management.
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A tool that is often seen as best practice by lenders and that having in place can drive real confidence if seeking new or additional funding.
Fixed and transparent pricing and rapid delivery
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With experience built up over two decades, tangible outputs can be delivered on a rapid and very cost effective basis compared to other options out there.
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Through spending a short amount of time with Finance teams and reviewing information, work can be delivered rapidly and a fixed fee agreed to ensure expectations are met.
