Financial

Can you see the future? Forecasts are an important financial tool for a leader and an organization. Capture the impact of changing circumstances to help you adjust funding targets and expenses so you can meet the moment.

Creating an annual budget and a longer-range (2-3 years) financial plan provides important guidance. It may even be required by your sponsors or funding sources! Learn how the act of budgeting gives you insight into the drivers of financial activity within your organization, and helps you set funding targets and control necessary expenses.

Cash ebbs and flows throughout the year. Projecting weekly or monthly cash needs helps control spending during flush times and avoid worry during lean times. Inflection Point can create easy-to-manage templates to maintain awareness of your cash use. We can also direct you to the right financial partners to support your growth.

Are you outgrowing your space or equipment? Are you launching a new offering or service that requires space or equipment you don’t have on hand? Inflection Point Partners can help advise you on how best to steward your resources and plan for the future.

Do you charge for services or sell products as part of your operating model? Learn how adjusting pricing can change the perception of your services, products and mission to create new supporters.

Do you get a sick feeling in the pit of your stomach when you're preparing to meet with your bookkeeper or accountant? Do financial statements feel impenetrable to you? Learn how to unlock insights buried within your monthly financial activity that will help you make decisions today and plan for the future.