Businesses appraising investment
Companies weighing a significant capital or hiring decision.
Growth & Strategic Finance
Financial Modelling
Scenario analysis and financial models for growth, investment, pricing and funding decisions.
Overview
How we help with Financial Modelling
A financial model is a way of asking "what happens if" and getting a specific answer. Its value is in the assumptions being visible and changeable.
We build integrated three-statement models — profit and loss, balance sheet and cash flow linked together — driven by clearly separated assumptions. That structure means changing a price, a conversion rate or a hiring date flows through to cash without anything being re-keyed.
Scenario and sensitivity analysis shows which assumptions the outcome is genuinely sensitive to, which is usually a shorter list than expected and worth knowing before you commit capital.
What's included
Everything covered in this service
Scope is agreed in writing before we start, and the fee is fixed against it. If something falls outside, we tell you what it costs before doing it.
- Integrated profit and loss, balance sheet and cash flow model
- Clearly separated and documented assumptions
- Scenario analysis — base, upside and downside
- Sensitivity analysis on the key drivers
- Investment appraisal, payback and return analysis
- Model handover with training so you can run it yourself
Who it's for
Built around how you actually operate
Companies raising finance
Businesses needing a model that survives investor or lender scrutiny.
Businesses testing pricing
Companies modelling the effect of a price or mix change.
FAQs
Financial Modelling — common questions
Do we get the model itself?
Yes. You get the working file with the assumptions unlocked, plus a handover session so your team can run scenarios without coming back to us each time.
How detailed should a model be?
Detailed enough to capture the drivers that matter and no further. Over-built models are hard to maintain and give false confidence in the precision of the output.
How is your fee worked out?
Fixed fee, agreed before we start. Pricing depends on the size and complexity of your business, so get in touch for a free, no-obligation quote.
Can you help if we're switching from another accountant?
Yes. We handle professional clearance with your previous accountant and update the agent authorisations with HMRC and Companies House, so you don't have to manage the handover.
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Let's talk about Financial Modelling
Tell us where you are now and what you need. We'll come back with a fixed fee and a clear scope — no obligation.
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