Case Study: Right.Link — IT Services & Consulting Company
"Working with Have a Plan Consulting — and with Anastasiia personally — was a turning point in how we manage financial planning and operational decision-making.
Anastasiia helped us restructure our P&L, consolidate all financial data, and build tools to track cashflow, ROI, and margins. We improved our reports, made faster monthly decisions, and aligned our finances with long-term goals.
She worked fast, with clarity and deep expertise. Highly recommend."
Ihor Bohdanov
CEO & Founder Right.Link
The Challenge
Right.Link, an IT outsourcing agency from Portugal, was scaling rapidly but lacked the financial infrastructure to support confident growth. Despite strong client delivery, the internal systems weren't keeping up.
Key challenges included:
- No clear P&L structure to track profitability by client or service line
- Limited visibility into cashflow and working capital
- No ROI tracking on lead generation and business development spend
- Financial decisions based on intuition rather than data
- Margins and costs not broken down by project or team
- Difficulty aligning day-to-day finances with long-term growth goals
Our Approach
Have a Plan Consulting conducted a full-scope financial audit and built a custom reporting infrastructure tailored to Right.Link's service model:
1. P&L Restructure
- Rebuilt the P&L to reflect profitability by client, service line, and team
- Separated fixed vs. variable costs for clearer margin visibility
2. Financial Dashboards
- Built cashflow, ROI, and margin tracking dashboards
- Consolidated all financial data into a single reporting system
3. Decision-Making Frameworks
- Established a monthly financial reporting cadence
- Created frameworks for evaluating new clients, pricing, and investments
- Aligned financial planning with long-term growth goals
Results
- ✅ Restructured P&L with visibility into profitability by service line and client
- ✅ Cashflow dashboard with real-time tracking implemented
- ✅ ROI tracking on lead generation and business development
- ✅ Margin analysis by project and team introduced
- ✅ Faster and more confident monthly financial decisions
- ✅ Long-term financial goals aligned with day-to-day operations
- ✅ Single consolidated reporting system replacing scattered spreadsheets
- ✅ Clear framework for evaluating pricing and new business
"Working with Have a Plan Consulting was a turning point in how we manage financial planning and operational decision-making."
"She worked fast, with clarity and deep expertise. Highly recommend."
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More about me
Anastasiia Zvenigorodskaia
Before going independent, I held operational leadership roles at tech companies in Eastern Europe and the EU — running teams, launching products, and managing the messy reality of fast growth.
I speak at industry conferences on operations, GTM strategy, and scaling teams. I write about the same topics in my newsletter Have a Plan OS.
I'm based between Barcelona and Kyiv, and work primarily with English and Ukrainian-speaking clients across Europe and the US.
