We help your business
make better decisions. understand its numbers. plan ahead. make better decisions.

Margin & Forecast LLC builds 12 month financial forecasts for small businesses to see where they'll be in a year.

See Our Services Who this is for
What We Do

Two
services.
Done right.

We don't try to do everything. We do two things exceptionally well, so you always know what you're getting and why it matters.

01
Core Service
Budget & Forecast Build

A custom financial plan built around how your business actually operates. Costs range from $1,500–$3,000 based on complexity of business.

What's included
Detailed operating budget
12 month cash flow forecast
Scenario planning for key decisions (hiring, pricing, growth, expenses)
A clear model you can actually use and update
Build My Forecast
02
Ongoing Partnership
Ongoing Support

Once your model is built, we stick around. Monthly check-ins, updated actuals, and a thinking partner who already knows your business inside and out.

Monthly or quarterly model updates with actuals vs. forecast
Variance analysis, understanding what changed and why
On-demand support for financial questions, decisions, and pivots
Annual budget refresh to keep your numbers current
Who This Is For

If you've ever said

"I think we're doing fine, but I'm not totally sure"
You're in the right place.
Let's Talk
Small to mid-sized businesses
Whether you're a team of 1 or 50, if you're running a real business, the numbers matter.
Founders who want clarity, not spreadsheets for spreadsheets' sake
You don't need a 40-tab model. You need a clear picture of where you stand and where you're headed.
Teams growing past "gut feel" decision-making
Instinct got you here. Data will take you further.
Businesses that want to be proactive, not reactive
Stop finding out about cash crunches after they happen. Know what's coming so you can plan for it.
About

Who you're
working with

Kara Scali
Kara Scali, MBA
Founder & Financial Consultant

Kara built Margin & Forecast because she kept seeing the same problem: small business owners making big decisions with no real financial visibility. She started this practice to change that, one business at a time.

She brings over 10 years of experience supporting high growth and consumer facing businesses across retail, e-commerce, and purpose driven brands.

TALK.
Get In Touch

Let's start a
conversation.

Tell us where you are and what you're trying to figure out. We'll reach out to schedule a free call to see if we're a good fit.

Email
hello@marginandforecast.com
Based in NYC
Working with clients nationwide
Thanks, we'll be in touch!

We typically respond within one business day. Talk soon.