Financial Planning & Analysis

End-to-End Solution

Goal Alignment & Diagnostic
We kick off by mapping your key objectives—revenue targets, profit margins, cash‑flow needs—then audit your current financials to pinpoint gaps and opportunities.

Budgeting & Forecasting
I build rolling budgets and multi‑scenario forecasts that adapt as your business evolves—so you always know your runway and can plan investments with confidence.

KPI Dashboard & Reporting
Custom dashboards surface the metrics that matter most—daily cash burn, occupancy rates, average check size—turning raw data into clear, actionable insights.

Variance Analysis & Course Correction
Monthly reviews spotlight where you’re over‑ or under‑performing, so we can tweak pricing, trim costs, or reallocate resources before small issues become big problems.

Strategic Scenario Modeling
From a new marketing campaign to a capital renovation, I model “what‑if” scenarios—helping you understand ROI, debt impact, and break‑even timelines before you commit.

Ongoing Advisory & Support
Beyond the numbers, I partner with you as a strategic advisor—translating financial outputs into business strategies, risk mitigations, and growth roadmaps.

How It Fuels Your Success

Cash‑Flow Confidence: Eliminate month‑end surprises with real‑time visibility into inflows and outflows.

Data‑Driven Decisions: Swap gut‑feel choices for recommendations backed by precise financial models.

Scalable Growth: Identify when to reinvest, hire, or expand—based on clear, objective benchmarks.

Investor & Lender Ready: Present polished forecasts and dashboards that inspire trust and unlock funding.

With this FP&A framework in place, you move from reacting to financial surprises to steering your business toward predictable, sustainable growth.

Pricing

Tiered Monthly Retainers

Essentials – Starting at $1,200 per month
Rolling budget, KPI dashboard, and monthly variance review.

Growth – $1,800 to $2,800 per month
Essentials + quarterly scenario modeling and cash‑flow forecasting.

Fractional CFO – $3,000 to $5,000 per month
Growth + weekly performance calls and lender/investor‑ready reports.

À La Carte Options

  • Scenario Modeling “Sprint” – $1,500 to $2,500 per model

  • Deep‑Dive Diagnostic Audit – $3,000 flat fee

  • Hourly Advisory Blocks – $150/hr for consulting calls or workshops

Packaging & Commitment

  • 3‑month minimum for all retainers

  • Prepaid discount: 10% off quarterly or annual retainers when paid in advance

Final scope and pricing is tailored to meet your needs.