Annual Strategic Financial Plan

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Numerous amounts of brands fail to plan for long-term sustainability or spend money that should be invested driving them to financial disasters. Not connecting your brand’s objectives with those of your financial plans can take your business budget to negative numbers and in some cases, bankruptcy.

Our highly-qualified team of financial consultants will delineate and follow up on financial strategies through KPIs that will ensure sustainability in your business for years to come. Tailored to the needs of each client, we guarantee technical support in decision-making processes as the plan performs to minimize negative outcomes from uncertain scenarios and create further actions to tackle problems proactively.

What you'll get

  • Annual strategic plan (construction, evaluation or redefinition).
  • Preparation of financial reports (Profit & Loss and Cash Flow).
  • Elaboration of financial KPIs.

What we need from you

  • We will send you an email with a questionnaire


What is financial planning?
Continuous process of monitoring of financial indicators that with the analysis of planned versus executed allows us to anticipate short and medium term actions that will allow the company to maintain a long term growth with stable and sustained profitability.

What is a strategic plan?
Definition of short, medium and long term goals, projects and activities by business area of ​​the company.

What is a budget?
Distribution of financial resources for the projects and activities defined in the plan.

What are KPI's?
Key Performance Indicators allow to follow up on projects to make decisions accordingly as a means to guarantee continuous and tangible results.

Do you guarantee 100% confidentiality?
We guarantee confidentiality and can sign a disclosure agreement if necessary.

I still have some questions. Where can I get help?
No worries. Just call +1-305-547-9753, or shoot us an email at