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Because your forecast is only as good as the data behind it.​

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This project keeps your forecast aligned with closed books without editing, reviewing, or managing the forecast itself. Finalized actuals are synced into your existing forecast file after the accounting close, using internal checks to confirm accuracy and alignment.

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The forecast remains fully owned and maintained by your team. This service does not include forecasting, modeling, validation, or advisory input. It exists solely to ensure historical actuals match what has already been finalized in the accounting system.

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This is a mechanical alignment step, not a planning or decision-making function.

Scope & Cadence

  • Available once the accounting foundation is stable and the close process is reliable

  • Performed on a quarterly basis, following the accounting close

  • Scoped to finalized, closed-period actuals only

  • Not continuous and does not imply ongoing responsibility for forecast maintenance

  • Requires an existing, functional forecast file maintained by the client

  • This project is optional and not included in any standard service package

  • ​Limited to Excel or Google Sheets–based forecast files only; no integrations, APIs, or third-party forecasting tools are supported

  • This service does not manage forecast intent, timing decisions, or delayed placement requests (see when forecast events don't happen section). Items are synced only upon instruction.

  • ​This work is operational and mechanical in nature and does not include assurance, validation, or completeness guarantees at any stage.

 

If similar work is required during onboarding, it is handled within Implementation & Onboarding and billed as part of that phase.

Sync Historicals Into Your Forecast

Pricing

  • Priced per quarter, per sync, with costs known in advance

    • Simple systems: $1,000 per quarter

    • Complex systems: $1,500 per quarter

  • Periods paused due to missing instructions are not billed until service resumes.

  • If a sync is paused after partial work has been completed, fees may be prorated based on work performed prior to the pause. No charges apply to work not performed.​


​Pricing reflects system complexity, structure, and data volume. Additional historical periods or multi-quarter backfills require separate scoping.

What’s Typically Covered

  • Syncing finalized, closed-period actuals into an existing forecast file following the accounting close

  • Limited to Excel or Google Sheets–based forecast files only; no integrations, APIs, or third-party tools

  • Light formatting cleanup required solely to keep historical uploads aligned

  • Helper rows or tie-outs added when needed to confirm upload accuracy

  • A simple check figure used to confirm upload completeness, not to validate forecast logic or assumptions

  • Flagging data mismatches or structural issues for the client to address

Client Responsibilities & Limits

  • The forecast file must be pre-built, functional, and actively maintained by the client

  • If a specific structure or upload method is required, the client must walk through it at the start of service

  • This service does not recreate, restate, or backfill historical forecast periods

  • Accounting systems and forecast logic remain entirely outside the scope of this work

What’s Not Included

  • Forecast Ownership & Edits

    • I don’t assume ownership of your forecast.

    • I don’t build, revise, or backfill forecast files — including prior periods (e.g., 2024).

    • I don’t revise logic, assumptions, or modeling drivers.

  • Forecast Analysis & Strategy

    • I don’t review forecast accuracy, advise on projections, or comment on performance.

    • I don’t offer CFO-level input, board prep, or strategy support.

    • I don’t handle budgeting tools, what-if scenarios, or financial planning.

  • Unfinalized Data

    • I only upload finalized actuals. I don’t work from draft, estimated, or unclosed data.

  • When Forecast Events Don’t Happen

    • If a forecasted item does not occur in the expected period (for example, a launch or hire is delayed), it is flagged for visibility.

      • At the client’s direction, or where explicitly pre-agreed in writing, the value may be shifted forward one period only to preserve structural tie-outs and continuity.

        • This mechanical shift does not represent a forecast revision, assumption update, or performance assessment.

        • Forecast logic, intent, and timing decisions remain entirely client-owned.

    • If placement instructions are not provided within 7 business days:

      • The sync for that period is paused.

      • No forward movement, restatement, or assumption handling occurs during the pause.

      • The paused item remains excluded until instruction is received.

      • During any paused period, forecast historical updates may be incomplete and may not fully tie out. Outputs generated prior to completion should not be relied upon until the sync is finalized.

      • No reliance should be placed on incomplete or paused-period outputs until the sync is finalized.

Build Structure That Frees You.

 

I’ve designed this system for founders who want clean, consistent financials and the confidence to make decisions without second-guessing.

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If that’s what you’re building toward, I’m here.

Phone

(805) 410-8647

Email

Brett@BrettJFedererAccounting.com

Connect

LinkedIn

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