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Let's Get Started!

We charge $3,300 for initialization. 

This covers the software and all the work needed to complete your baseline forecast and reporting.


Understand Your Metrics

+ $397/mo

​Each month you get:

  • Review of monthly financials

  • Performance insights

  • Compare prior months, quarters, and years

  • Understand how you perform against industry benchmarks

  • Interface with your bookkeeper

*Requires Quickbooks Online or Xero


Predict Your Profit and Cash

+ $897/mo

Everything in Insights, plus:

  • Cash and profit forecast

  • 1 forecast scenario*

  • Monthly report with insights

  • 1 review meeting per month

  • Guidance on sales goals and spending priorities

  • Key Performance Indicators (KPIs)

*Upgrade plan for more scenarios


Achieve Your Goals

+ $1,697/mo

Everything in Growth, plus:

  • Full financial forecast with balance sheet

  • Up to 3 forecast scenarios

  • 2 meetings per month

  • Ad hoc CFO support

  • Guidance on key business decisions

  • Defined Objectives + Key Results

  • Access to LivePlan software* 

*A $450 value

How can we help?

The help you need often depends on the stage of your business. 

Start with reporting, and grow to financial forecasting, and strategic advising.

Looking for analysis?

Lookahead can also provide financial due diligence and review of your new business or acquisition.

All analysis package payments are 50% down and 50% upon completion. 

Analysis (Lite)


3 months of financial reviews
& acquisition reporting

With this service you'll get:

  • Up to 3 years of key financials reviewed*

  • Quality of Earnings Report

  • Ad hoc advice for tax or entity

*Requires Quickbooks Online, Freshbooks or Xero

Analysis (Full)


Financial due diligence,
acquisition analysis

Everything in Analysis Lite, plus:

  • Up to 3 years of key financials reviewed

  • Quality of Earnings Report

  • 2-year financial forecast: P&L, Cash Flow, Balance Sheet
    5-year pro forma (3 years prior + 2 year forecast)

  • Ad hoc planning advice: tax, entity, profitability

Upgrade plan for more scenarios, strategy, and OKRs

Not sure which is best
for your business?

Book a quick call to discuss your needs - we're happy to talk!

Want to talk?

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