Services
Our services are designed to facilitate an incredibly efficient, high-powered Strategic FP&A function focused entirely on delivering your company's strategic goals.
We don’t just manage numbers; we implement the proven processes and operating cadence required to drive your business toward its next major milestone.
We bridge the gap between current operations and your ultimate objectives, providing the forward-looking visibility and leadership needed to ensure your growth continues without delay or interruption.
By establishing this framework today, we ensure that when you are ready to bring on a full-time CFO, the foundation and rhythms are already in place for them to hit the ground running.
Foundational Operating Model
From Top-of-Funnel to Bottom Line: The Ultimate Strategic Asset.
Your business is an interconnected system, yet most financial models only capture the lagging indicators of cash and revenue.
We build a comprehensive, dynamic operating model that maps the entire lifecycle of your business—from the very top of your marketing funnel down to the bottom line.
This asset bridges the gap between your operational metrics and your financial statements. We identify and track the unit economics that determine your success, giving you the power to simulate the future with precision.
You will understand exactly how a single unit change in one metric—like a 1% improvement in lead conversion or a slight reduction in churn—ripples through your organization to impact profitability and cash flow.
Why Leaders Need This:
See the Full Picture: This is an all-encompassing strategic asset for your leadership team. By linking your funnel and operating metrics directly to your P&L, you gain a holistic view of how operational efficiency drives financial performance.
The Power of "What If": Stop guessing about the impact of a decision. Our sensitivity analysis allows you to isolate specific variables to see which areas offer the greatest opportunity for improvement and which levers will drive the most significant growth.
A Single Source of Truth: This model serves as the central nervous system for your strategy. It aligns your management team around a clear path forward, ensuring that Sales, Marketing, and Finance are all working from the same playbook to attain your growth targets.
Future-Proof Planning: This is a living asset designed to service your business for years to come. It allows you to track actual performance against expectations, spot red flags before they become major problems, and plan confidently for CapEx, distributions, and debt service under any scenario.
What We Build:
Full-Funnel Revenue Build (Leads > Conversion > Retention > Churn)
Unit Economics & Margin Analysis
Dynamic 3-Statement Integration (P&L, Balance Sheet, Cash Flow)
Scenario Planning & Sensitivity Analysis Engines
Executive Dashboard & Strategic KPI Tracking
Monthly FP&A Review and Reporting
Bridging the Gap Between Daily Operations and Financial Outcomes.
Financial statements tell you what happened yesterday. To drive growth, you need to understand what is happening today and exactly how it will impact tomorrow. We provide the strategic rhythm necessary to scale, transforming your finance function from a backward-looking reporting engine into a forward-looking strategic asset.
We connect your operational realities—sales pipeline, headcount, churn, and efficiency—directly to your financial results. By rigorously analyzing performance against your plan, we move beyond simple variance reporting to true strategic insight. We help you isolate the specific operational drivers responsible for your performance so you can replicate success or course-correct immediately.
While this service delivers great clarity and insight on its own, it generates maximum impact when powered by our Foundational Operating Model, giving you a seamless link between your long-term strategy and your monthly execution.
Why Leaders Need This:
Move from Reactive to Proactive: Stop reacting to the bank balance at the end of the month. We give you a forward-looking view of your business, spotting cash flow trends and margin impact early enough to make changes before they hurt your bottom line.
Total Executive Alignment: We facilitate a high-value Strategic Review Meeting that gets your entire leadership team on the same page. We shift the focus from validating data to executing strategy, so you can focus on what needs to be done to improve.
Clear, Actionable Insights: You don’t need more data; you need clarity. We filter out the financial noise and surface only the critical insights and KPIs that drive valuation and growth. Get the confidence to make decisions quickly, without getting bogged down in the weeds.
Agility in a Changing Market: Your business environment changes constantly. By updating your rolling 12-month forecast quarterly, we ensure you always have a reliable roadmap for hiring, capital allocation, and cash management—no matter what the market does.
What We Deliver:
Monthly Executive Financial Package (KPIs, BvA, Red Flags)
90-Minute Strategic Review Meeting
Quarterly Rolling Forecast Updates (12-Month View)
Annual Budgeting & Target Setting
Continuous Data Integrity Checks
Strategic Growth Projects
Execute Critical Decisions with Confidence.
Scaling introduces complexity. Whether you are launching a new product or service line, evaluating an acquisition, or planning a major capital investment, you are facing decisions that will define your company's future. You need to know—not hope—that the financial logic holds up.
We act as your unbiased strategic partner to evaluate these high-stakes opportunities with precision. We stress-test your assumptions, model the financial outcomes, and compare your investment options side-by-side. We give you the clarity to deploy capital effectively, ensuring you move forward not just with a plan, but with the conviction that you are making the right call.
Why Leaders Need This:
Clarity in Capital Allocation: When you have multiple growth opportunities competing for limited resources, we identify the winner. We provide a math-based hierarchy of ROI, so you stop worrying about opportunity cost and start executing the highest-value option.
Strategic Command & Readiness: You need to own the narrative. We equip you with the deep, defensible logic required to field every hard question and drive productive conversations with stakeholders, investors, or lenders. You walk into the room prepared for any scenario.
Objective Validation: Internal teams often have blind spots or "deal fever." We provide the third-party objectivity required to challenge internal biases and validate your thesis, protecting you from expensive mistakes.
Speed and Precision: Access advanced capabilities like M&A modeling, valuations, or new market entry analysis without distracting your core finance team or waiting months to hire a specialist. We deliver the answer when you need it.
Project Examples:
M&A Support: Acquisition Due Diligence & Integration Modeling.
Growth Planning: New Product/Service Line Entry Analysis.
Capital Allocation: ROI Modeling for Major Investments & CapEx.
Scenario Planning: "Best/Worst Case" Cash Flow Stress Tests.