We have a five step process for our financial modelling and audit services:
Proposal Preparation: We interview you to understand the scope of the assignment. We then prepare a refined proposal with timelines and clear pricing.
Data Gathering: We interview key personnel (finance, marketing and operations)to prepare a list of the key information required for the assignment. We then collect the information.
Model Preparation (Agile modelling): We prepare draft financial model and do an initial presentation to you. We then adjust the draft model with feedback from you.
Financial model Audit: An independent team member audits the resulting model and presents their Model Audit report.
Presentation: We prepare a draft presentation and with you, make changes. We then do a final presentation, hand over and close the assignment.