Guranteed Improvement in Profitability

ProForma Financial Planning partners with small and medium‑sized enterprises to improve financial performance through disciplined planning, better decision‑making, and focused execution.

We help owners, CFOs, and operations leaders understand where profit is created, where it leaks, and how to take practical action across pricing, cost structure, forecasting, cash flow, and operating efficiency.

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Who we serve

Owner‑led and founder‑run businesses
Growing SMEs with limited FP&A capacity
Management teams seeking clarity and control

Advisory services

Structured financial planning and profitability advisory designed specifically for Small & Medium Enterprises.

Profitability Improvement

Identify and prioritize the highest‑impact levers across revenue, pricing, costs, and productivity to improve operating profit.

FP&A Setup and Enhancement

Build or strengthen your financial planning capability with scalable models, clear assumptions, and ownership.

Budgeting and Forecasting

Develop annual budgets and rolling forecasts that support confident decisions rather than static reporting.

Pricing and Margin Analysis

Understand true margins by product, customer, and channel to support better pricing decisions.

Cost Structure Optimization

Align spending with value creation and eliminate cost leakage through data‑driven analysis.

Cash Flow and Working Capital

Improve liquidity and reduce volatility with forward‑looking cash flow planning.

How it works

Discover: Understand your business model, strategy, and constraints.

Diagnose: Analyze profit drivers, cost structure, pricing, and cash flow.

Plan: Build financial models, scenarios, and clear priorities.

Embed: Establish a monthly planning, forecasting, and review cadence.

Refine: Measure results and continuously improve execution.

How profitability improves

Sustainable profit improvement comes from focused execution on a small number of financial drivers.

Improving sales mix and effectiveness
Strengthening pricing discipline and margin visibility
Eliminating cost inefficiencies
Replacing static budgets with rolling forecasts
Improving working capital and cash conversion
Reducing friction and manual effort in finance processes

What you receive

Clear profit bridge explaining what drives results

Management‑ready financial models and scenarios

Monthly rolling forecast with key assumptions

Pricing and margin analysis by product or customer

Cash flow forecast with visibility 3 to 12 months ahead

Actionable insights tied to concrete decisions

Frequently asked questions

How quickly do results appear?

Decision clarity typically improves immediately, with financial results compounding over time.

Is this accounting?

No. This is forward‑looking financial planning and decision support.

Do you work part‑time or project‑based?

Both. Engagements are scoped to match your needs and capacity.

Book a free consultation

A confidential conversation to assess your goals, challenges, and potential opportunities.

Phone: 778‑388‑5178