While we are happy to offer pre-set engagements, our approach is collaborative and tailored to each client's unique needs. Whether you're looking to improve your operations, streamline your processes, or expand your market reach, we're here to help. Explore our website to learn more about our services and how we can help your business succeed.
Not sure what you need or what you get?
30 minutes. We’ll review your current financials, understand your goals, and suggest the best approach to support your business.
Ideal for quick questions, ad-hoc analysis, or one-off support.
Requires one-year subscription. Hours expire monthly. Additional hours at $150/hour. Flexible 3–6 month options available on request.
5 hours per month - Executive ready insights, ad-hoc analysis and guidance on key financial and strategic questions
10 hours per month - Ongoing financial oversight, forecasting support and actionable recommendations to optimize operations and growth
15 hours per month - Full fractional finance partnership: scenario modeling, departmental budget alignment and proactive strategy support
We offer our most requested services in a few, pre-priced packages for immediate impact
Assessment of current financials with recommendations for immediate improvements
Analysis of current financials plus recommendations for improving structure and operational performance
Standardize your reporting suite with consistent look & feel, including automation where feasible
Detailed analysis of profitability with a repeatable reporting structure and actionable recommendations
Complete deck preparation with SOPs for repeatable quarterly production. Ready to present to leadership or investors.
Custom key performance indicators and reporting framework with SOPs for ongoing management and decision-making.
Model expansion, acquisition, or product launch scenarios, with insights for strategic decision-making.
Prepare executive-ready presentations with KPIs, dashboards, and repeatable reporting processes.
Not seeing what you need? We can help with that! Give us a call to discuss your needs and we can work with you to find a solution within your budget. Other services we offer, priced ad-hoc:
Employee turnover is inevitable and fast growth is desirable, we are here to help bridge the gap:
We can help:
Whether looking to secure equity or debt funding, we can organize your financial package to optimize valuation
Let us manage your budget or strategic long range plan creation: from trends, operational inputs, R&D, headcount planning and departmental buy-in and accountability - we can lead the process for you
Add a footnote if this applies to your business
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