Our Services

We help growing businesses gain clarity, make smarter decisions, and build confident financial strategies. Whether you’re growing fast, feeling stuck, or simply tired of guessing, we are designed to bring structure and insight to your financial world.

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Financial Health Check

Turn financial history into insight.

We analyze 3-5 years of your company’s financial performance to surface trends, identify risks, and spotlight growth opportunities - all presented in a clear, visual report with actionable takeaways.

Deliverables include:

  • Key metric trends (revenue, profit, cash flow, margin)

  • Growth and risk flags

  • Visual scorecard with summary

  • Optional 30-minute strategic review call

Perfect as a standalone business diagnostic or a first step toward deeper FP&A support.

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Dashboards & Tools

See what matters.

We design clear intuitive dashboards in Excel or Power BI tailored to your business needs - so you can stop digging through spreadsheets and start leading with confidence.

Dashboards may include:

  • Revenue, gross margin, and profit tracking

  • Cash runway and inflow/outflow visuals

  • Forecast vs actual comparisons

  • Optional live updates or automation

Visual financial clarity that supports smart, faster decision making.

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Forecasting & Scenarios

Plan for what’s next.

Move beyond static budgets. We build forecasts and “what-if” models so you can test decisions before you make them, adjust quickly, and stay in control.

Examples:

  • 12-month forecasts

  • Scenario or long-term planning

  • Hiring, pricing, or expansion models

  • Breakeven and margin analysis

Know your numbers before they know you.

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Fractional FP&A Advisory

Strategic financial partnership.

We provide ongoing financial planning and analysis support as a trusted extension of your leadership team. Whether monthly, quarterly, or as-needed, we help you keep your numbers aligned with your goals.

Includes:

  • Check-ins and reporting

  • Forecast and budget updates

  • Board-ready reports

  • Decision support and KPI tracking

Built for business owners ready to scale smarter.

Let’s Talk About What’s Next.

Reach out to book a discovery call.