Can we afford another hire?
Understand the employment cost, revenue requirements and effect on cash before committing.
Planning & Performance
Make your next big decision with the numbers behind it.
From hiring and pricing to cash flow and growth, we help you understand the financial impact of important decisions. Budgets, forecasts and scenario planning give you a clearer picture before you commit.
Talk through your finance setup
20 minutes · No obligation · We’ll tell you if we’re not a fit
Decisions worth planning for
Big decisions deserve more than guesswork.
Where is our cash heading?
Forecast future cash requirements and test what happens when conditions change.
Which work is actually profitable?
Examine client, project or service profitability to understand what supports sustainable growth.
Should we hire another senior consultant?
What we would evaluate
- Employment cost
- Salary, super and other incremental costs.
- Revenue required
- The additional work needed to support the hire.
- Forecast cash
- The cash position under each option.
- Timing & assumptions
- Start date, utilisation and payment timing.
See the trade-offs before you commit.
Plan. Track. Reforecast. Decide.
- 01
Plan
Build the budget and assumptions behind it.
- 02
Track
Compare actual performance with the plan.
- 03
Reforecast
Update the outlook when circumstances change.
- 04
Decide
Test the financial implications of your options.
Financial support that looks ahead.
Planning & Performance includes Managed Finance and adds the forward-looking work needed to plan important decisions.
The foundation
Managed Finance included
- Everything in Accounting
- Monthly financial close and reporting
- Financial performance reviews
- Monitoring and investigation of meaningful changes
- Monthly review and decision support
Looking ahead
Planning & Performance adds
- Annual budgeting
- Rolling cash forecasting
- Reforecasting and budget-versus-actual analysis
- Client and project profitability analysis, subject to suitable data
- Labour and margin analysis
- Scenario modelling for important business decisions
Is Planning & Performance right for you?
Good fit if:
- You're regularly hiring or considering major team changes.
- Future cash flow matters to your decisions.
- You're planning pricing or growth changes.
- You want budgets and forecasts maintained.
- You need to evaluate profitability more closely.
Managed Finance may be enough if:
- You mainly want someone monitoring current performance.
- Major financial decisions are infrequent.
- You don't need a maintained budget or forecast.
- Detailed financial modelling isn't necessary.
A few useful answers.
What's the difference between a budget and a forecast?
A budget sets the plan you intend to work towards. A forecast updates the expected outcome using what is actually happening.
How far ahead do you forecast cash?
We agree a timeframe that suits the business and the decisions being made, rather than using one fixed horizon for everyone.
Can you model the cost of hiring someone?
Yes. We can test employment costs, revenue requirements, timing and the effect on forecast cash, using agreed assumptions.
Can you analyse profitability by client or project?
Yes, where reliable financial and operational data is available. Project records, time tracking or PSA data may be needed to allocate labour and costs meaningfully.
Is this the same as a fractional CFO service?
No. This service covers recurring planning, forecasting, profitability and scenario work. Broader CFO responsibilities, fundraising, acquisitions and complex transactions require a separate scope.
20-minute Kurrent fit call
Important decisions ahead?
Tell us what you're planning. We'll help you work out whether ongoing financial planning and forecasting would add value.
Live availability
Talk through your finance setup
20 min · video call
See Kurrent’s live availability and book directly into the calendar.
20 minutes · No obligation
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