CEO’s & CFO’s take control of your Financial Plan upgrade costs

CEO’s and CFO’s are often hesitant to upgrade their Financial Plan perhaps to a SaaS format due to the cost and the disruption such an effort would entail. At The MRR Group we use the FinanceSheets Budget App, a Google Sheets based App, to automate the setup of a new Financial Plan. The App is free to our clients.

The FinanceSheets Budget App was built with the belief that members of a team without a CFO like the CEO, COO, Accountant, or Bookkeeper can build a Financial Plan on their own saving $000’s on fees paid to a consultant. The App’s “Budget Assistant” guides the team member wearing the “Budget Manager” hat through the setup of a new Financial Plan. The Budget Manager doesn’t need to have expertise in financial planning, that’s how easy the App is.

A CFO on board the team can save valuable time setting up a Financial Plan by leveraging the App’s out of the box SaaS and financial templates, pre-linked formulas and links, automated departmental budget creation feature, and best practice workflows.

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The FinanceSheets App comes with SaaS templates for your Financial Statements, Sales Plan, Bookings Analysis, and metrics. To supplement the App and your internal team the CEO or the CFO can choose from different grades of FP&A support offered by The MRR Group. This approach substantially lowers the cost of setting up your new Financial Plan. Of course The MRR Group team can set up your Financial Plan for you. See our “White Glove Setup Service” option for the set up of your Custom Chart of Accounts, Departmental Budgets, and Historical Data.


Choose from one of our fixed price packages or request a quote for a custom Financial Plan build.

$1,500

$500 White Glove Setup Service

Saas Starter Package

Includes:

  • 6 hours of Expert SaaS CFO resource or 12 hours of Financial Modeling resource depending on your needs. 
  • FinanceSheets Budget App. Includes annual subscription to the App.

Engage our expert SaaS CFO on your Financial Plan model:

  • Review Historical Financials and existing Financial Plan.
    • Revenue & Cost Structure.
    • Revenue growth, gross margins, profitability, and cash flow breakeven.
    • Debt, equity, exits plans and strategy.
    • Financial Story.
  • Get the outline of a design for your Financial Plan from our expert CFO.
  • Have our expert CFO oversee your team’s built of the Financial Plan.
  • Review and kick the tires on your new Financial Plan.
  • Score your new SaaS Financial Plan.
  • Other topics as suggested. Request a quote.

Or engage our Dir. of Finance to build a custom Financial Plan.


$3,000

$500 White Glove Setup Service

SaaS Pro Package

Includes:

  • 15 hours of SaaS Expert CFO discounted resource or 26 hours of Financial Modeling discounted resource depending on your needs. 
  • FinanceSheets Budget App. Includes annual subscription to the App.

Engage our expert SaaS CFO on your Strategy, Story, and Financial Plan model:

  • Find out how healthy your SaaS (other) business is.
  • Where to push the accelerator and where to put the brakes on.
  • Talk the language of SaaS investors.
  • Start managing your business by metrics and not just cash.
  • Review Historical Financials and existing Financial Plan.
    • Revenue & Cost Structure.
    • Revenue growth, gross margins, profitability, and cash flow breakeven.
    • Debt, equity, exits plans and strategy.
    • Financial Story.
  • Review Go-To-Market strategy and Operating Plan.
    • Key Initiatives & Goals.
    • Measuring Performance.
    • Bookings Analysis & Customer Unit Economics.
    • Segmentation and ROI analysis.
    • Sales Model.
  • Get the outline of a design for your Financial Plan from our expert CFO.
  • Have our expert CFO oversee your team’s built of the Financial Plan.
  • Review and kick the tires on your new Financial Plan.
  • Score your new SaaS Financial Plan.
  • Craft a SaaS centric Financial Story.
  • Have our expert CFO massage your numbers to match your financial story and strategy.
  • Other topics as suggested. Request a quote.

Or engage our Dir. of Finance to build a custom Financial Plan.


$1,000 / Month

Quarterly Subscription

$500 White Glove Setup Service

SaaS Monthly Close Package

Includes:

  • 2 hours of expert SaaS CFO time and 4 hours of Controller/Dir. Of Finance time each month.
  • FinanceSheets Budget App. Includes quarterly subscription to the App.

Monthly Close service:

  • Your Financials, Budget, Bookings Analysis, SaaS Metrics Dashboard, and Sales Plan finalized every month, ready for you to review variances and forecast the Plan.
  • GAAP Accounting Month-end Close.
  • Budget Forecast and Variance Reporting.
  • CFO review.
  • Board Package Financial section write up.

Custom SaaS Financial Plan Package

Architected by a CFO, built by a Dir. Of Finance, and if required coded by a Developer to add Google Sheets automation functionality to your Financial Plan.



Ready to upgrade your financial plan?

Our intuitive budgeting models make it more cost-effective than ever before to perform critical updates to your financials. It's easy to get started. 

Schedule your feasibility study and we'll have you well on your way to cost-effective, upgraded financials. 

Start Today with a Free FEASIBILITY STUDY

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