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Financial clarity for owner-led service businesses

FP&A and fractional CFO services designed to help you understand your numbers, plan confidently, and make better decisions.

What is it?

A focused, 6-week engagement that turns your financial data into a clear, actionable story. Decisions stop feeling like guesses.

Problems It Solves

  • Cash feels tighter than it should

  • Hiring decisions feel risky

  • You’re unsure what’s truly profitable

  • Reports exist, but don’t guide action

Timeline

  • Weeks 1–2: Financial cleanup & clarity

  • Weeks 3–4: Cash flow & profitability insights

  • Weeks 5–6: Forecast, decisions, and next-step plan

Financial Story Sprint

What You Get

  • Cleaned and aligned financial data

  • Key cash flow & profitability KPIs

  • Budget vs actual analysis

  • 12-month cash flow forecast

  • Cost-saving and pricing insights

  • Simple executive dashboard

  • Final Financial Story summary

Outcomes to expect

  • Confidence in hiring decisions

  • Fewer cash surprises

  • Clear priorities

  • Better use of time and money

Investment

$5,000 – $7,500
(Depending on complexity)

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Payment options:

  • Paid upfront

  • Split payment available

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