Methodology

We apply a 4-Point Methodology to understand and address your planning needs:

Assessment

We use surveys, interviews, and observation to conduct a comprehensive review of your current chart of accounts, budgeting procedures, financial forecasting and management reporting.  

Key Drivers

We help identify the key drivers of your entity and map the activities that affect the cash flows that are most meaningful for management decision-making.

Modeling

We develop the Revenue Model; Expense Model; Asset, Liability and Equity Models and Budget Model  that roll-up to the Financial Statements and Budgets.

Continuity

Steve Ricketts Consulting remains available and on-call to client companies to confer on all aspects of the planning process: actuals updates, rolling forecasts, scenario analysis, management reporting and the model building process.