You will get management reports for your business
Project details
Do you want to see your business performance clearly and make confident decisions?
I provide financial reporting that works like coaching for your business. With real data (actuals), you see where you are today. With the budget, you define where you want to go revenue, profit, growth. And with the rolling forecast, updated with real decisions, you understand if you are on track and what actions are needed.
With my services:
Basic Clarity I design a reporting template tailored to your business, showing P&L by revenue streams and categories / analytical accounts (structure only, no data).
Standard Certainty cost categories only: actuals, budget, rolling forecast (12 months), and insights for decision-making. Connects strategy with daily execution.
Premium Scaling & Growth full reporting pack: actuals, budget, rolling forecast (12 months), and actionable insights. Aligns strategy with execution and growth decisions.
Take control of your business today lets see where you are, plan where you want to go, and make it happen!
I provide financial reporting that works like coaching for your business. With real data (actuals), you see where you are today. With the budget, you define where you want to go revenue, profit, growth. And with the rolling forecast, updated with real decisions, you understand if you are on track and what actions are needed.
With my services:
Basic Clarity I design a reporting template tailored to your business, showing P&L by revenue streams and categories / analytical accounts (structure only, no data).
Standard Certainty cost categories only: actuals, budget, rolling forecast (12 months), and insights for decision-making. Connects strategy with daily execution.
Premium Scaling & Growth full reporting pack: actuals, budget, rolling forecast (12 months), and actionable insights. Aligns strategy with execution and growth decisions.
Take control of your business today lets see where you are, plan where you want to go, and make it happen!
Language
EnglishPlan Format
Google SheetsWhat's included
| Service Tiers |
Starter
$100
|
Standard
$1,000
|
Advanced
$2,000
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 30 days |
Number of Revisions | 2 | 2 | 2 |
Executive Summary | - | - | - |
Company Description | - | - | - |
Industry & Competitor Analysis | - | - | - |
SWOT Analysis | - | - | - |
Customer Analysis | - | - | - |
Tailored Marketing Plan | - | - | - |
Review & Critique | |||
Financial Forecast | - | ||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$20 - $1,000About Catia
Finance Leader | Fractional & Full-Time CFO | FP&A, Data & Strategy
Sintra, Portugal - 12:35 pm local time
I provide Fractional CFO services, combining financial expertise with a coaching approach to help companies understand where they are, where they want to go, and how to get there. I deliver clarity and certainty in financial data, guiding startups, growing businesses, and established companies to scale through expert FP&A, strategy, financial planning, and analysis.
I design and implement structured financial processes, build accurate forecasts and reports, and provide actionable insights to support confident decision-making and drive business growth.
Steps for completing your project
After purchasing the project, send requirements so Catia can start the project.
Delivery time starts when Catia receives requirements from you.
Catia works on your project following the steps below.
Revisions may occur after the delivery date.
Documents
Receive the documents listed in the requirements.