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Financial Forecasting – A client case study

by | Sep 1, 2025

Financial Forecasting.
How we help our clients power their business decisions.

 

Financial forecasting allows accountants see potential opportunities for growth and expansion. This information can be invaluable to our clients when they are optimizing their resources and planning strategies for the future of their business.

At bennettbrooks we believe our services and insights linked to financial modelling extend beyond the provision of traditional accounting that other providers offer. Our expertise can help clients enhance their decision-making ability, improve operational efficiency, and assist their positioning to achieve sustainable growth and success in competitive markets.

The case study below explains more about how our experts can help.

 

Case Study: Expert financial forecasting – Saving time and adding value.

 

Client:  A leading provider of outsourced fleet solutions to the automotive sector

 

Turnover: £18 million

 

The Challenge

Despite having a strong grasp of their finances, the client simply didn’t have the time to build a detailed three-statement financial forecast which was crucial for strategic planning and decision-making. They needed expert support to get it done efficiently, without compromising on quality.

Our Solution

We worked closely with the client to understand their business and what they needed from the forecast.  They brought the knowledge and we brought the time and technical expertise – building a comprehensive three-statement model that was tailored specifically to their business.

The Result

The client received a high quality financial forecast delivered on time and ready to support their strategic goals.  Not only did this save them valuable time, but it also provided a reliable framework for future planning.  The client now relies on us as their trusted partner to refresh this model annually – making financial forecasting a stress free and streamlined part of their business cycle.

Client Feedback

 

“Thank you, the work you’ve done has been so helpful. I’m confident I’ll use this model for some time and it’s ideal that I can just come back to you to refresh the data!”

 

Find out more about how financial modelling can help your business unlock information and gain strategic advantage in a further blog here. 

Kate Collier is a Technical Manager from our Corporate Services team at our Northwich office. She is also an Advanced Financial Modeller with certification from the Financial Modelling Institute (FMI).

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