Financial assessment
A defined review of one financial issue, current process, available data, and recommended next actions.
Services
Financial clarity, built around a defined business decision.
Every engagement begins with a written scope covering what is included, what is excluded, timing, responsibilities, and fees.
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01
Ongoing support
BudgetWorks FP&A Partnership
Monthly financial planning and analysis for leaders who need reliable forecasts and experienced decision support without a full-time senior finance hire.
Standard tier includes
- Annual budget development and maintenance
- Rolling 12-month financial and cash-flow forecast
- Monthly budget-to-actual and variance analysis
- Customized financial and KPI dashboard
- Monthly leadership-review meeting
- One significant scenario or decision analysis each month
- Written recommendations and priority actions
Delivered
- Working budget and forecast files
- Monthly management-reporting package
- Dashboard and variance commentary
- Decision analysis and action summary
Not included: bookkeeping, transaction entry, payroll processing, audit or attestation work, tax preparation, legal advice, or investment advice.
Scope varies by tier. Focused support covers core planning and reporting; Comprehensive support expands departmental analysis, scenarios, and leadership collaboration.
Review monthly pricing02
Project engagement
Municipal and Public Safety Financial Performance Review
A defined financial and operational review for local governments, special districts, and Fire or EMS agencies. Full reviews cover the deliverables below; focused reviews address a limited scope.
Included
- Revenue, expenditure, and multiyear trend analysis
- Staffing, overtime, and operating-cost analysis
- Capital replacement and long-range cash-flow planning
- Alternative financial and staffing scenarios
- Executive findings report and prioritized recommendations
- Management or governing-board presentation
Delivered
- Documented baseline and assumptions
- Scenario comparison model
- Executive findings report
- Leadership or board presentation
Not included: actuarial opinions, bond counsel, engineering estimates, legal conclusions, or audit assurance.
03
Project or continuing support
Financial Model and Reporting Modernization
Customized models, dashboards, and reporting workflows for organizations relying on manual spreadsheets or delayed financial information.
Included
- Review of current spreadsheets, reports, and workflows
- Customized budgeting, forecasting, cash-flow, staffing, or capital model
- Management dashboard and standardized reporting package
- Automation of agreed-upon repetitive calculations
- Documented assumptions and operating instructions
- Staff training and 30 days of technical correction support
Delivered
- Tested model and reporting files
- Dashboard and standardized templates
- Documentation and training session
- 30-day correction window
Not included: new ERP implementation, custom enterprise software development, data-entry cleanup beyond the agreed scope, or ongoing support unless separately retained.
Additional options
Focused support when a larger engagement is not required.
Hourly consulting
Limited advisory work, supplemental analysis, or meetings outside an agreed project scope.
Model maintenance
Continuing updates and reporting support following a completed model-modernization engagement. Maintenance starts at $1,500 per month.
Defined before work begins