Expert financial analysis and leadership solutions to transform your business
Schedule your free Financial review with our team.
Two services. One goal
Your GPS for the business
Financial Planning & Analysis turns your past numbers into a map of where you are headed. Budgets, forecasts, scenarios and dashboards that tell you what is coming, not just what already happened.
“Where are we going, and will we have the cash to get there?”
Your strategic co-pilot
A seasoned financial leader in your corner for the big moves: raising capital, pricing, hiring, acquisitions and board meetings. All the strategic firepower of a CFO, without the full-time salary.
“Should we make this move, and how do we win if we do?”
If any of these keep you up at night, we can help your business
“We’re growing fast, so why is cash always tight?”
Revenue up, bank balance down. We find where the cash is hiding and build a forecast that shows trouble months ahead, not days.
“I can’t tell which parts of the business actually make money.”
We break down profitability by product, customer and channel, so you can double down on winners and fix (or drop) the rest.
“Investors want a model, and mine is held together with tape.”
We build investor grade models that survive tough questions and tell a story your board will believe.
“Every big decision feels like a coin flip.”
Hire now or later? Raise or bootstrap? We model the options side by side, so the right call becomes obvious.
A CFO in your corner, without the full-time price tag.
Growth brings bigger, scarier decisions. We sit beside founders, CEOs and owners so every big call is backed by real numbers, not gut feel or a spreadsheet nobody trusts.
- Decide with confidence. Hiring, pricing, expansion, fundraising: we work through the big calls with you.
- Reporting people actually read. Monthly, quarterly and annual packages for your team, board or investors.
- The story behind the numbers. We explain the gap between plan and reality, and what to do about it.
- Investor-grade models. Three-statement models plus the KPIs that matter: MRR, churn, CAC, LTV, payback.
- Growth that pays for itself. Strategies that balance bold investment with healthy profit.
- Smarter deals. Target evaluation, deal modeling, due diligence and negotiation support.
Our Integrated Planning & Analysis Framework connects everything, so your forecast, budget, model and dashboards all run on the same numbers and tell the same story.
We map best, worst and most-likely futures, so a dip in demand or a surprise opportunity never catches you flat-footed.
Budgets tied to real goals that flex as priorities shift. Ongoing tracking flags risks early and moves money to where it does the most good.
Investor-grade models built around how your business actually works. Tweak assumptions, try new ideas and see the outcome before committing a dime.
Live dashboards for the metrics that matter, so you spot trends early and make your next move with confidence, not crossed fingers.
The numbers that tell you if your business is winning.
We calculate them, track them and help you improve them.
MRR
Monthly Recurring RevenueChurn
Customer ChurnCAC
Customer Acquisition CostLTV
Lifetime ValuePayback
Payback PeriodMonthly Recurring Revenue
MRR
The money that shows up every month like clockwork. Your business’s heartbeat.
How we help
- Tracked monthly by revenue stream
- New, expansion and lost MRR broken out
- Trends you can plan around
Things founders ask us all the time.
The fastest way to get answers about your business is a quick call.
Probably not yet. Most growing companies need CFO-level thinking a few days a month, not 40 hours a week. Fractional support gets you the expertise at a fraction of the cost, and it scales up as you do.
Bookkeeping records what happened. FP&A uses those records to figure out what happens next: forecasts, budgets, scenarios and the “what if we…” questions that drive decisions.
Usually right before a big moment: raising capital, scaling a team, launching a product, entering a new market or when cash suddenly feels tight. Earlier is always easier than later.
Yes. We plug into your accounting system, your bookkeeper and your leadership team. No rip-and-replace, just better insight from what you already have.
A relaxed conversation about where your business is and where you want it to go. You will leave with at least one clear next step, whether or not we end up working together.
