Financial planning revamp

The challenge

Harbor & Co. relied on spreadsheets and year-end reviews for financial planning. Leaders had little visibility into cash flow, and decisions were often made on outdated numbers.

Our approach

• Audited existing budgeting and reporting processes

• Introduced rolling forecasts updated every month

• Built a simple dashboard for leadership to track key metrics

• Trained finance and department heads on the new process

The results

Forecast accuracy improved by 74%, reporting time dropped sharply, and the team now makes over 130 data-backed decisions each quarter.