Whether you need help with a specific project or part-time embedded support, we offer flexible engagement options.
Part-Time Embedded FP&A Support (10-30 hrs/week)
The Problem: The FP&A team is stretched too thin, juggling competing priorities and risking missed deadlines, critical errors, or burnout.
Our Solution: A seasoned FP&A professional embedded with your team for 10–30 hours a week, providing tailored fractional support.
The Impact: Critical priorities move forward, your team avoids burnout, and the organization gains a trusted partner to keep projects on track.
Long Range Financial Models & Strategic Planning
The Problem: Without a robust long-range model, answering strategic questions from the CEO, Board, and investors is frustrating and time-consuming, derailing planning efforts.
Our Solution: We will build and refine long-range financial models, ensuring they’re accurate and actionable, and advise on the planning process.
The Impact: You’ll drive smarter decisions, align your organization, and confidently present your strategy to key stakeholders.
Annual Forecasts & Model Builds / Rebuilds
The Problem: Poorly constructed and inaccurate annual forecasts can lead to resource misallocations, missed opportunities, or even liquidity crises, jeopardizing financial stability.
Our Solution: We fix broken models, ensuring they’re accurate, logical, and user-friendly to drive better decision-making.
The Impact: You’ll trust your forecasts, knowing they’re accurate and built on a solid foundation. Your team will save time and effort with models that are easy to update and maintain.
Cost Reduction & Profit Improvement Initiatives
The Problem: Historical biases, departmental silos, and a lack of external perspective make it difficult to unlock cost savings and drive profit improvement.
Our Solution: Our fresh, unbiased perspective helps you break through blockers, foster alignment, and uncover opportunities.
The Impact: You’ll reduce costs, boost profitability, and align your organization around a clear, measurable path to sustainable growth.