02 · Financial Planning & Advisory Decisions backed by your own numbers.
Budgets and cash-flow forecasts you can act on, and clear answers on pricing, margins, leases and expansion.
What we do
From monthly numbers to next decisions
We turn the numbers into decisions, so you can run the business.
Budgeting and forecasting
Budgets and cash-flow forecasts you can act on, reviewed against actuals every month.
Pricing and margins
Pricing and margin decisions, backed by your own numbers.
Lease and expansion decisions
Clear analysis before you sign a lease, open a branch or expand.
Profitability by branch
Revenue, EBITDA and net profit by month, so you see which locations carry the business.
CFO-lite review
A regular review of results with recommended actions: what the numbers mean and what to do next.
Audit liaison and board pack
Board-ready reporting and a single point of contact for your auditors.
Industry expertise
We know the numbers behind your sector
Each industry has its own cost lines, margins and growth decisions. These are the questions we help answer most.
Sports & Fitness
Gyms, studios, academies and court venues.
Where we help
- 01
Membership and session pricing
- 02
Profitability by branch or venue
- 03
Expansion and new-site decisions
Real Estate
Property owners, developers and managers.
Where we help
- 01
Cash-flow forecasts for projects and portfolios
- 02
Lease and rental decisions
- 03
Budgets reviewed against actuals
F&B
Cafés, restaurants and food brands.
Where we help
- 01
Menu pricing and margins
- 02
Profitability by branch
- 03
Lease and new-outlet decisions
Hospitality
Hotels, serviced stays and venues.
Where we help
- 01
Budgets and cash-flow forecasts
- 02
Every cost line, month by month, with margins
- 03
Expansion decisions
Consultancy
Management, professional and advisory firms.
Where we help
- 01
Fee pricing and project margins
- 02
Cash-flow forecasting
- 03
Budgets you can act on
Design & Creative
Design studios, agencies and creative workspaces.
Where we help
- 01
Project pricing and margins
- 02
Cash-flow between projects
- 03
Studio and workspace lease decisions
Sample report
Your monthly financial outlook
Every month you receive a clear pack: profitability by branch, a detailed P&L and recommended actions. Open any page to view it larger.
Sample from a client engagement. Client name, locations and figures are hidden for confidentiality.
FAQ
Financial planning & advisory questions
What does your financial advisory service cover?
Budgeting and cash-flow forecasting reviewed against actuals every month, pricing and margin decisions, lease and expansion decisions, profitability by branch, a CFO-lite review with recommended actions, and audit liaison with a board pack.
Which industries do you advise?
We focus on sports and fitness, real estate, food and beverage (F&B), hospitality, consultancy, and design and creative businesses in Saudi Arabia.
What will I receive each month?
A monthly financial outlook pack: profitability by branch (revenue, EBITDA and net profit by month), a detailed P&L with every cost line and margin, and a conclusion with recommended actions.
How is financial advisory priced?
Cash-flow forecasting, a CFO-lite review, audit liaison and a board pack are part of the Premium package at SAR 5,000 a month, alongside monthly bookkeeping. Otherwise, tell us what you need in the free assessment and the scope goes into your written proposal.
Do I need accurate books before advisory?
Advice is only as good as the numbers under it, so our advisory work builds on accurate monthly books. If your books need work, we can take on the bookkeeping too.
Bring us the decision you're facing
Pricing, a new branch, a lease or next year's budget. Tell us what's on the table and we'll show you how we'd approach it.
- Mobile+966 59 856 5877
- Emailinfo@numberfirst.pro
- We reply within one working day.