Accurate, educated financial planning for fees that are a fraction of traditional advisors

Full financial forecasts

to make educated decisions

Forget about the hassle of guesstimating your financials and let a dedicated professional prepare your accurate Profit and Loss and Cash Flow statements, Balance Sheets, break even and ratio analysis.

Alternative scenarios

Be prepared for various outcomes

By creating financial forecasts for alternative scenarios, such as 15% above and below projections, we equip you with the knowledge and tools that help minimize the risk your company takes on.

Impact of new financing

Can you afford that new equipment?

You don’t need to go with your gut feeling on financial decisions. We develop adjustable financial forecasts that clearly show what impact hiring more staff or purchasing specific equipment might have on your business’s financial health.

Giving you the benefits of analyzing opportunity

By taking care of your financial forecasts, like the income and cash flow statements, balance sheet and ratios, we make sure you are getting the most out of your long-term growth goals. We’ll do all the work so that you can focus on the other things that really matter to you.

Modern Approach

SetPlans’ forecasting tools, based on our proprietary methodologies, are designed to adjust according to your specific industry while keeping your personal competitive edge in perspective.

My name is Jack. For the past 25 years I’ve owned and operated a construction business. Never really liked numbers, so I hired an accountant. She retired last year and I couldn’t find someone I can trust to do my books. Heard from a friend about Setplans and used them to organize my financials. After they finished, they told me my business is healthy enough so I can afford to hire a general manager. Really helped to know that as I now have more free time to spend with my grandkids. Jack Pierson, South Africa