Formula
Balance
Management reporting, analysis of financial and business performance, and financial support for businesses that need order in their numbers, transparency and confident decisions.
Order in numbers, freedom in decisions.When a business lacks financial clarity
The signs usually appear earlier than you think. Money flows through the business, but it is hard for the manager to connect it with profit, decisions and the next step.
There is money, but no clear picture
It is unclear where the profit is and what is eating the margin.
Reporting takes up time
Data is collected manually and does not help with decisions.
The budget lives on its own
The plan is not linked to actual sales, expenses and plans.
A financial manager is needed
But you do not want to keep an in-house team right now.
A financial system you can rely on
We bring scattered data together into a clear picture: what is happening with the business now, why it is happening and which actions will deliver results.
Now
We see the actual state of the business.
Cause
We find out what shapes the result.
Action
We turn conclusions into management decisions.
A team that keeps finances under control
Formula Balance is a team of professionals in economics and finance. We dive into the business task, turn complex numbers into clear decisions and work systematically. We take responsibility for financial clarity so that the manager sees the real picture and makes decisions with more confidence.
The team has more than 25 years of experience in economics and finance. This experience was gained at companies in Kazakhstan and Russia, including as chief financial officers in various industries.
Professional expertise
We rely on in-depth knowledge of economics and finance and apply it to the tasks of a specific business.
A systematic approach
We bring order to accounting, budgeting and reporting so that the numbers add up to a single picture.
Focus on management decisions
Every calculation serves a specific decision: what to do next and where it will lead.
Responsibility and punctuality
We meet agreed deadlines, take responsibility for the accuracy of our calculations and warn you in advance if additional data is needed.
What we do
- management reporting: P&L, cash flow (CF), key indicators;
- analysis of financial and business performance and profitability;
- cost calculation for products and services;
- budgeting and plan-vs-actual control;
- short- and long-term financial models;
- outsourced CFO functions;
- personal financial planning.
Who we work with
- owners and managers of small, medium and large businesses;
- companies in various industries: experience managing the finances of several companies at once;
- private clients who need order in their personal finances.
We work online, so distance and the client's city do not matter.
Economics and reporting without unnecessary complexity
A manager does not need another complicated file. What is needed is regular numbers, clear conclusions and control over what really affects the result.
Management reporting
Revenue, expenses, profit, cash flow and key indicators.
Analysis of financial and business performance
Cost structure, growth points, margins by business line and product.
Financial control
Regular reconciliations, variance control and clear comments for the manager.
Budgeting turns plans into manageable numbers
The budget links the owner's goals with the team's daily actions. It shows where the business stands against the plan and what needs to change in time.
We set the goals
We identify sources of income and mandatory expenses.
We build the budget
We link the financial plan with operational plans.
We manage variances
We compare plan and actual, explain the difference and adjust actions.
Financial models help you see the result in advance
A model answers the question before a decision becomes a cost: what happens to the result if the price, sales volume, costs or timing change.
Payback calculation for a project, product or investment.
Assessment of profitability and sensitivity to changes.
"What if" scenarios for price, sales volume, costs and timing.
A model for making decisions, not a spreadsheet for its own sake.
A remote CFO, to the extent you need
We join as an external financial manager: we help the owner see the whole picture, manage indicators and make decisions based on numbers.
Financial rhythm
We regularly track key indicators and bring the numbers back into the management cycle.
Materials for meetings
We prepare clear materials so that management meetings end with decisions.
Growth support
We help evaluate decisions on growth, costs and investments.
How we start
We start with your task, not with a one-size-fits-all package. First we look into the situation, then we suggest the format and priorities that make sense right now.
Initial consultation
We look at the task and the current situation.
Diagnostics
We identify which data and tools are missing.
Solution
We propose a working format and priorities for the next stage.
Ongoing support
You receive regular analytics and support with decisions.
It is time to turn numbers into a manageable business.
Book an initial consultation and tell us where transparency is lacking right now: in profit, the budget, reporting or growth plans.
Book a consultation
Get in touch
A short conversation about the initial consultation will help you understand where to start bringing order to your numbers.
