Services / Financial Management & Advisory
Financial Management & Advisory
A controller’s brain, a fraction of the cost.
Once the books are clean, the question changes from “what happened?” to “what should we do?” We bring cash-flow forecasting, budgets, KPIs, and a person to think it through with — without a six-figure hire.
$35.00 an hour · we estimate the hours up front, in writing
What’s included
Decisions, not just reports.
13-week cash-flow forecast
A rolling weekly view of cash in and out, updated every week, so you see a squeeze while there is still time to act.
Annual budget & variance
An operating budget you actually built, then monthly budget-vs-actual with plain commentary on why the lines moved.
KPI dashboard
The handful of metrics that run your business — margin by line, utilisation, CAC and payback, runway — on one page, every month.
Pricing & margin analysis
Where you actually make money, which customers or services cost you, and what a price change would do to the bottom line.
Lender & board reporting
A clean reporting package for your bank, investors, or board — covenant tracking, the metrics they ask for, prepared on their schedule.
A monthly working session
A dedicated call each month with your controller to walk the numbers, pressure-test plans, and decide the next moves.
The monthly working session
Who this is for
When “the books are fine” is no longer enough.
You are hiring, weighing a lease, quoting bigger jobs, or talking to a bank. The stakes of each decision now run into six figures, and you want someone whose job is to model it before you commit.
- Businesses roughly $1M–$15M in revenue, or scaling fast toward it
- Multi-entity, multi-location, or project-based operations
- Owners preparing for a loan, a raise, or a sale
- Teams that have outgrown a spreadsheet but do not need a full-time CFO
$35.00 per hour
Put a finance leader in the room.
The month-end close, the forecasting, the budget, and the person who helps you use them — every one billed at the same $35.00 an hour, with no minimum, no retainer, nothing recurring.