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Business financial-planning support — Financial adviser — Professionals
Planning providers should establish the business model, planning horizon and quality of source records before building outputs. Use transparent assumptions and define whether the work is management planning, accounting support or a separately regulated advisory activity.
Service scope
Preparation or review of a business planning framework connecting expected receipts, payments and operational assumptions. It is distinct from statutory accounts, audit assurance, tax advice and regulated investment or credit recommendations unless separately engaged.
What is normally included
- Business cash-flow planning
- Scenario-assumption review
- Management planning outputs
What is not included
- Guaranteed profitability
- Audited financial assurance
- Automatic financing approval
Qualification checks
- Define the decision context
- Assess data quality
- Distinguish actuals and forecasts
- Agree scenarios and assumptions
- Specify output ownership and updating
Quote guidance
Itemise discovery, model preparation, review meetings and updates. Clarify whether bookkeeping cleanup, lender submissions or specialist tax advice are excluded so the customer can compare equivalent planning deliverables.
Lead risks
- Data may be incomplete or inconsistent
- A forecast may be requested to justify a predetermined result
- External funding requirements can change scope
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