Our Process
We turn complex financial data into a clear roadmap for growth.
Our 3-Step Path to Clarity and Growth
PHASE 1
The Foundation
Build Your Strategic Roadmap
We begin with a deep-dive into your business operations to identify the drivers that truly move the needle.
From there, we construct a robust, five-year operating model that includes a full three-statement forecast, CapEx and debt schedules, and an executive dashboard.
This highly customized tool allows for sophisticated scenario planning and sensitivity analysis, keeping your team aligned on the mission.
By integrating key assumptions and variance analysis directly into the model, we provide the baseline needed to track performance against your original plan with total clarity.
What You Get: A dynamic 5-year roadmap to align your team and track performance.
PHASE 2
The Rhythm
Maintaining Execution & Accountability
A strategic plan is only as good as the discipline behind it. Once your path is defined, we enter a monthly rhythm of performance and accountability.
We update your model with real-time actuals and lead a high-value Monthly Executive Review. While we use "Red Flag" reporting to identify where you might be straying from the path, we also keep a constant watch for new opportunities that align with your strategy.
As your outside eyes, we help you pinpoint root causes and implement corrective actions, ensuring you stay focused on execution while remaining agile enough to pivot when needed.
Disciplined monthly oversight to catch risks early and capitalize on emerging strategic opportunities.
PHASE 3
Strategic Growth
Optimization and Expansion
As our process drives increased profitability and cash flow, we help you evaluate how to best deploy those resources.
Whether you are considering expansion into new geographic markets, new product lines, or M&A activity, we provide the modeling to stress-test every variable.
We evaluate potential ROI across various scenarios to quantify the likelihood of success for each investment.
Our goal is to guide your organization’s resources away from noise and toward the high-leverage activities that achieve your objectives as efficiently as possible.
Outcome: Targeted solutions for high-stakes decisions.
Our Guarantee: We stand by our work.
If the Foundational Model doesn't meet the utility and specifications detailed in the SOW, we work for free until it does. You can cancel our monthly FP&A Services at any time, for any reason, with no termination fee.
FAQs
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Our pricing is not one-size-fits-all; it's a fixed fee based on your company's specific complexity. Our engagement model is 100% transparent and follows a 3-step path:
The Foundational Operating Model (a one-time, fixed-fee project).
The FP&A Retainer (a monthly fixed fee for our ongoing leadership).
Strategic Projects (fixed-price projects for deeper analysis, scoped as you need them).
We will provide a direct, clear quote for Step 1 and 2 in our first Discovery Call.
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Our strategic work requires a foundation of clean, accurate accounting data (a P&L and Balance Sheet) to be effective. We do not offer bookkeeping or "data cleanup" services.
However, if your books aren't "data-ready," we will gladly refer you to one of our trusted CPA or bookkeeping partners to get your foundation solid. Once they're done, we can begin our high-level strategic work.
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Our specialization is our greatest strength. We focus on businesses where at least 60% of revenue is recurring. This focus means we bring deep, relevant expertise in the specific drivers of a recurring revenue business. Because of this specialization, we are not the best fit for traditional project-based or retail companies.
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A typical Fractional CFO is a generalist who often spends time on backward-looking tasks like bookkeeping or closing the books.
We are specialists. We require clean accounting before we engage (we can refer you to a partner to get there). This means 100% of our time is spent on high-value, forward-looking strategic work: building your financial model, analyzing performance, and guiding your growth. We are your strategic partner for financial strategy, not a part-time accountant.
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This solves a different problem. Even with analysts in place, most companies have a strategic financial leadership gap. We fill that gap. We provide the senior-level leadership and process to drive strategy, not just report on it.
Our model provides this leadership for a fraction of the $200k+ all-in cost of an equivalent full-time executive.
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No. The Foundational Operating Model is the core strategic system that enables our entire process. Our monthly FP&A Retainer is the service that uses that system to provide value. We cannot provide our high-value monthly guidance without first building the single source of truth that we will all rely on.
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You will always work directly with a senior-level fractional leader, never a junior analyst. Our model is built to scale by hiring experienced, strategic professionals, ensuring you always have a high-end thought partner.
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We are a remote-first firm, which allows us to work with the best-fit recurring revenue clients across the country. Our entire process is designed to be highly effective via digital collaboration. However, we are absolutely available for strategic on-site and in-person meetings as needed.