At Olive Tree Consultants, we specialize in delivering high-quality accounting and tax preparation services.
Budgeting & Forecasting for SaaS Startup
The Client Faced a Key Challenge
No structured budgeting or scenario forecasts in place. This issue had been affecting their operations, making it difficult to achieve their performance benchmarks or client satisfaction goals.
Solution for the challenge
To address this, Olivetree stepped in with a tailored solution. Built rolling budgets and forecast models for decision-making and capital planning. Our team approached the problem with a structured process, applying both domain expertise and practical workflow improvements. This included regular check-ins, documentation improvements, and smart delegation, ensuring all components of the solution were properly executed.
Outcome
As a result, Helped CFO manage runway and supported investor discussions. The outcome not only met the client’s expectations but also positioned them for sustainable growth. This case underscores Olivetree’s commitment to identifying the root cause of inefficiencies and resolving them with speed, precision, and a client-first mindset. Our team’s proactive communication and results-oriented focus played a significant role throughout the engagement. Our team’s proactive communication and results-oriented focus played a significant role throughout the engagement. Our team’s proactive communication and results-oriented focus played a significant role throughout the engagement. Our team’s proactive communication and results-oriented focus played a significant role throughout the engagement. Our team’s proactive communication and results-oriented focus played a significant role throughout the engagement.