Your Business Coach
Get expert advice and guidance from Planline.fun to take your business to the next level.
Optimize Your Costs
We analyze your financial processes and implement systems to help you cut costs and improve efficiency.
Improve Your Financial Performance
Our team at Planline.fun will help you develop financial models and strategies to maximize your profits and improve liquidity.
Optimize Your Business
Who is this service for
Financial consulting is not limited by scale or industry. We work with:
Small businesses seeking to streamline financial reporting and avoid cash gaps.
Medium-sized companies preparing to attract external investment or scale operations.
Manufacturing structures, where the accuracy of cost calculation, cost accounting and resource load forecasting is critically important.
IT companies and service projects operating on subscriber or subscription models and requiring correct cash flow planning.
CFOs looking for an external audit or expert assessment before reporting periods.
Regardless of the company’s maturity level, consulting support allows you to look at finances from a different perspective – critically, systematically and strategically.
Our approach: systematic, transparent, practical
We do not sell templates. Each project begins with diagnostics.
Based on an assessment of the cost structure, revenue channels, liabilities and reserves, a personalized consultation card is formed. It then develops into three key areas:
Analysis and assessment of the current state
Conducting interviews with key financial persons of the company
Verifying the logic of existing accounting, budgeting, and expense models
Assessing the completeness and reliability of reporting
Identifying hidden costs and unaccounted risks
Structuring assets and liabilities by degree of liquidity
Formation of a management model
Building P&L models (profit and loss statement)
Developing a KPI system for management decisions
Setting up budget control with detail by divisions
Automating financial data collection within the internal structure
Creating report formats for investors/founders
Support and implementation
Weekly or monthly discussion of the dynamics of financial metrics
Adapting recommendations to changes in the business
Preparing for negotiations with financial partners (banks, funds)
Creating “what-if” models for strategic planning
Implementing anti-stress scenarios for crisis periods
Our Services & Product Features
Check out our list of services and product features to see how we can help.
Cost Optimization
We specialize in helping businesses optimize their costs and improve their bottom line.
Management Accounting
Implementing a management accounting system can greatly improve the financial management of your business.
Risk Analysis
Managing risks is a crucial aspect of any business.
Liquidity Improvement
Improving liquidity can help your business weather any financial challenges it may face.
Benefits of cooperation
Independence of assessment
We have no internal interests in the client company. This allows us to provide objective, substantiated expertise without emotions or political influence within the structure.
Strategic level
We work not only with current figures, but also with projections for 6, 12, 24 months. Calculations are always accompanied by scenarios that allow us to make informed decisions.
Complete confidentiality
All information transferred to us is protected by contractual guarantees. No analytical report or comment leaves the boundaries of communication with the client.
Reinforcement with actions
In addition to analytics, we provide implementation support: from launching budgeting to automating reporting. Our goal is not just diagnostics, but transformation.
Focus on results
Consulting is measured not only by the number of reports, but by the quality of decisions that the client can make afterwards. We always focus on a tangible effect – in numbers, stability, clarity.
Cost Optimization
500K
Management Accounting
350
Risk Analysis
85%
Liquidity Improvement
1.5M
Frequently Asked Questions
“Is it worth involving an external financier if we have an accountant?”
Yes. An accountant records the facts. A consultant helps make decisions based on these facts, models the future.
“We don’t have a clear cost structure. Where to start?”
We start by building a cost map – by items, areas, projects. This allows us to see where the resource goes.
“How to plan a budget if income is unstable?”
Through scenario planning. Optimistic, basic and pessimistic scenarios are taken into account – and a reserve policy is built on their basis.
“Do you provide documents for investors?”
Yes. We prepare P&L, Cash Flow, Balance Sheet in formats understandable to venture investors, private funds and banking structures.
Financial consulting is not a “one-time audit” or “advice”
It is building the foundation on which the company’s growth rests.
Clear numbers, understandable tools, realistic models.
If your goal is stability, predictability, growth, we will help you achieve it.
Testimonials
Hear from our clients about their amazing experience working with our team.
Thanks to the professional consulting services provided by planline.fun, our company was able to optimize our costs and improve our financial management strategies.
Working with planline.fun was a game changer for our business. Their expertise in risk analysis and liquidity improvement helped us make better decisions and achieve our goals.
We couldn’t have asked for a better consulting partner than planline.fun. Their approach to strategic planning and financial modeling helped us reach new levels of success.
Team of teachers / consultants
Skilled and dedicated professionals ready to help you succeed.
Martin Keller
Corporate finance expert. Has over 15 years of experience in developing management reporting models for medium and large businesses. Worked in independent audit groups.
Sophie Reinhardt
Budget planning consultant. Specializes in implementing cost forecasting systems and optimizing the structure of income. Has experience in transforming finance departments.
Lucas Meier
Financial risk analyst. Engaged in building business scenarios, liquidity management and assessing credit load. Works with private companies and venture funds.
Anna Fischer
Specialist in tax strategic optimization. Has experience in forming business structures taking into account minimizing tax risks. Advises managers on responsible tax planning.
Optimize Your Business
Let our experienced team of business consultants help you optimize costs, implement a management accounting system, analyze risks, and improve liquidity for your company.