Frequently Asked Questions

Most initial engagements take 4–8 weeks, depending on company size and data availability. Smaller businesses with well-organised records may see results faster, while multi-entity organisations can require additional time for consolidation. You will receive a clear timeline during our first consultation.

We work with organizations of all sizes, from startups to enterprises. Our approach is scaled to fit your budget and complexity — a small business may need a focused spending review, while a larger company may require a full multi-department reallocation programme.

We typically request:

• Financial statements from the past 12–24 months
• Current budgets and departmental spending plans
• Recent cash flow and expense records
• Any existing forecasts or planning documents

We will guide you through exactly what is needed — nothing more than what is required to deliver accurate recommendations.

No, we work alongside your existing team. Our goal is to strengthen their capabilities with frameworks, tools and training — not replace them. Many clients see our role as an extension of their finance department.

Pricing depends on the scope of the engagement, company size and the complexity of your financial structure. Most clients find the savings we identify far exceed our fees. Contact us for a free, no-obligation quote tailored to your situation.

We define key metrics upfront, such as cost savings, forecast accuracy and ROI on reallocated funds. Progress is tracked and reported quarterly so you always know the measurable impact of the work.

No. The first consultation is free of charge and without obligation. It helps us understand your needs and gives you a clear picture of how we could work together before any commitment is made.

All client data is handled confidentially. We use encrypted file transfer and storage, restrict access to the consultants assigned to your project, and are happy to sign a non-disclosure agreement (NDA) before any documents are exchanged.

Yes. As a Hamburg-based consultancy, we process personal and business data in accordance with the EU General Data Protection Regulation. Details on how we handle your information can be found in our Privacy Policy.

Yes. Our Ongoing Advisory service provides dedicated consultants who support your finance team with quarterly reviews, budget adjustments and hands-on guidance throughout the year. Many clients start with a one-off project and continue with advisory support afterwards.

For most companies, a structured quarterly review combined with annual re-planning works well. Fast-moving markets may call for rolling monthly forecasts. We help you establish a review rhythm that matches your industry and growth stage.

Absolutely. Forecasting & Planning can be delivered as a standalone service — including rolling forecasts and scenario modelling — even if you are not looking to restructure your full budget.