Ways we work together
Financial Services
Fractional
FP&A LeadershipStarter
Financial Clarity for
Early GrowthIdeal for:
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Early-stage companies or teams preparing for their first structured planning cycle
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Includes:
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Monthly financial performance review
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Rolling financial forecast maintenance
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Cash runway and liquidity tracking
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Basic KPI monitoring and variance analysis
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Leadership support for financial decision-making
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Monthly strategy call with leadership​
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Outcome:
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Clear financial visibility and a reliable forecast to guide business decisions
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10 hours/month
Starter
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Fractional
FP&A LeadershipGrowth
Structured Financial Planning for Scaling Companies
Ideal for:
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Companies hiring aggressively, expanding operations, or preparing for board reporting
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Includes:
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Full financial forecast management
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Department-level budgeting support
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KPI framework and performance dashboards
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Scenario modeling for hiring, pricing, or growth initiatives
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Monthly leadership financial reviews
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Board or investor reporting support
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Outcome:
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A structured financial planning process that supports confident growth decisions
20 hours/month
Growth
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Fractional
FP&A LeadershipScale
Embedded Financial
LeadershipIdeal for:
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Organizations scaling rapidly or operating with complex financial drivers
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Includes:
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Strategic financial planning and long-range modeling
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Executive-level financial insights and analysis
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Leadership partnership on major business initiatives
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Forecasting, budgeting, and planning oversight
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Board and investor reporting preparation
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Ongoing strategic finance advisory
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Outcome:
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Executive-level financial leadership integrated into the company’s strategic decision-making
40+ hours/month
Scale
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Financial Modeling & Forecasting
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Integrated financial planning models
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Revenue forecasting frameworks
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Headcount and hiring models
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Cash flow and runway analysis
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Scenario and sensitivity analysis
Projects & Engagements
GTM Finance & Revenue Strategy
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Revenue forecasting and pipeline modeling
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Sales capacity and quota planning
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Pricing and packaging analysis
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Customer acquisition cost (CAC) analysis
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Lifetime value (LTV) modeling
KPI & Executive Dashboards
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Executive KPI dashboard design
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Financial and operational performance reporting
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Department-level performance tracking
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Variance and trend analysis
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Board and leadership reporting packages
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Metric frameworks aligned with company strategy
Finance Systems & Automations
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Financial reporting automation
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Data integration across finance systems
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Dashboard and reporting tool implementation
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Workflow improvements for recurring financial processes
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Process automation within finance operations
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Scalable reporting infrastructure for growing teams
evidence of impact
Financial
Services
Evidence of impact