Financial Statement Preparation
Statements you can stand behind.
FP&A turns accounting into a plan. Valt builds simple forecasts, budgets, and KPI reporting so you can make decisions faster, with less guesswork.
What’s included (typical)
- A cash forecast (13-week and/or rolling 12-month), updated on a consistent cadence
- A budget + reforecast process that your team can actually maintain
- KPI dashboard built around the drivers that matter (not vanity metrics)
- Monthly variance review: what changed, why it changed, and what to do next
- Scenario planning for key decisions (pricing, hiring, runway, capex, debt)
- Board/investor reporting pack with clear metrics and a clean narrative
Good fit if…
- You're growing, but you don't trust the forecast (or don't have one)
- Cash feels tight even when revenue is up
- You need a budget and KPI cadence without hiring a full-time FP&A team
- You're preparing for fundraising, a loan, or more formal stakeholder reporting
- You want earlier signals and fewer surprises each month
How it works
01
Intro call
You share goals, challenges, and timing. I ask a few questions and confirm fit.
02
Baseline + drivers
We review your financials and define the key drivers. Then we agree on the model inputs.
03
Build the toolkit
We build the forecast, budget, and KPI dashboard. Simple, clear, and easy to update.
04
Ongoing cadence
Monthly or quarterly reviews. Updates, scenarios, and decision support as the business changes.
Want clean numbers and fewer surprises?
Book a quick intro and I'll recommend the simplest next step.