Financial statement preparation
Complete annual financial statements prepared to Vietnamese accounting standards and filed on time.
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Financial planning
Turning business objectives into a financial plan with numbers, scenarios and checkpoints.
Common problems
The difficulties businesses face
- Business objectives set without being translated into financial terms.
- No fallback scenario if the market moves differently.
- Plans written and then never tracked, with variance only clear at year end.
- Banks or investors asking for a financial plan the company does not have.
Benefits
What your business gains
Objectives quantified
Business objectives converted into specific revenue, cost and funding requirements.
Scenarios prepared
Plans built across scenarios so you are not caught out.
Progress trackable
Periodic checkpoints to compare actuals against plan and adjust early.
Documentation ready
A financial plan detailed enough for conversations with banks or investors.
Scope of work
What we do
- Build revenue and cost plans by business line
- Plan cash flow and funding requirements by period
- Prepare projected financial statements
- Build scenarios and sensitivity analysis on key assumptions
- Define the tracking indicators and periodic checkpoints
- Review and update the plan against actuals
Process
How we work
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01
Agree the objectives
Clarify business objectives, plan scope and underlying assumptions.
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02
Gather baseline data
Collect historical figures and relevant market information.
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03
Build the model
Build a financial model linking revenue, costs, cash flow and funding needs.
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04
Analyse scenarios
Build scenarios and assess the impact of each key assumption.
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05
Finalise and hand over
Finalise the plan, agree the tracking indicators and explain how to update it.
Frequently asked questions
Về dịch vụ financial planning
For most small and medium businesses, a detailed one-year plan with a three-year outlook is appropriate. Where the plan supports fundraising, the horizon usually follows what the funder requires.
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