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Andy Tabag: Comprehensive Tactical Planning, Reporting, and Analysis

From: $499.00 / month for 6 months

Coach: Andy Tabag
Title: Comprehensive Tactical Planning, Reporting, and Analysis
Type: Tiered Coaching and Services


This is a stand-alone opportunity to learn how to formulate a business plan and learn the tactical approach to using tools and output as a real-time guide to keeping you on track to achieve financial goals. The coaching and courses include detailed volume, revenue, expense, and capacity planning coupled with robust analysis and reporting. This is an added layer of detail to the Business Tactical, Planning and Analysis package, which is included, making this the most robust package I offer.

Plan and compare actuals to plan at a very detailed level. I refer to this as Finance in a box. I will provide monthly, over a 6–12-month period, comprehensive, actionable reporting as if you had your own multi-million-dollar Decision Support Department encompassing accounting, finance, analysis, and business analytics resources.

It is a customized solution specifically for how you conduct your business. We will invest the necessary time in discovery in order to obtain a thorough understanding of your business. We will review every aspect of your business that is relevant to your financial plan. We will incorporate practices in the Sales Activities Tracker to begin the revenue waterfall. You will learn concepts such as Variable Costs, Cost of Origination, Contribution Margin, and more.

Additional metrics will be introduced which assess the health of your company. We will formulate capacity planning which is a form of right-lining to establish proper balance for your business. You will learn the use of your actual results to formulate a rolling forecast to help you keep track of your goals.

Lastly, you will receive the most comprehensive financial planning and analytic solution for business owners. We will introduce additional metrics to assist with right-lining. Delivery of a full suite of actionable reporting, analysis and, executive summary on a periodic basis similar to Fortune 500 company methods will be provided. The work product is a foundational investment in your business that will provide benefits year after year for many years to come.

This is your most comprehensive business planning tool of the future, custom-designed to your specific needs. This service is like having access to a Best-in-Class Fortune 500 company finance department—at a fraction of the cost.


2 Seats Available

Required 6-month Focused Commitment: 6-month hands-on commitment learning and coaching to create the work product. Participation is limited and payment is front-loaded due to the intense amount of preparation to create the work product. $3999.50 /month for 2 months.

Optional 6-month Extensions: $499 / month, for an additional six months to complete a full 12-month business cycle.



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