Strategic Advisory

The project is done and the forecast still needs a weekly owner

After a 13-week build or a model handover, some teams want a defined monthly slot rather than another full project.

Book a call

What's included

  • Monthly forecast refresh against actuals
  • A short reporting pack in the format you already use
  • Scope written down so the retainer does not drift

How it runs

How it's priced: Monthly retainer, narrow scope

  1. Write the scope down

    We agree which forecast and which reports the retainer covers, and what it does not.

  2. Refresh each month

    We update the forecast against actuals and roll the reporting pack forward.

  3. Walk through what moved

    A short monthly call on the variances and what changed in the outlook.

How we keep you updated

  • A written status note every week, and a call when something needs one
  • You review the draft before anyone else sees it
  • A call before findings are shared
  • Findings that affect price come with one clear recommendation
I have built cash flow forecasts and recurring reporting packs for boards, lenders and courts. The retainer keeps one of those current, with the scope written down.

Sushil Krishnan (Soosh), Founder

Ready to talk through the engagement

A short intro call to see if this is the right work.

Book a call