Flexible Finance Expertise for
Owner-Operators
from an Experienced Attorney & Finance Professional
Specialized Bookkeeping & Finance Advising for Owner-Operators
Our Flexible FP&A (Finance, Planning & Analysis) Tiers provide scalable financial planning and analysis support, from budgeting to advanced forecasting. Get the insights you need to optimize cash flow, manage risk, and drive growth—without the cost of a full-time finance team.
Flexible FP&A Tiers
Starter
This service is designed specifically for small companies with revenues less than $1M. It provides tailored, cost-effective workstreams to help you streamline operations, make informed decisions, and support sustainable growth.
Financial Performance
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Oversees Month-End Close (Bookkeeping Service)
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Reviews Financial Statements
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Manage Financial KPIs
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Cash Flow Monitoring & Advising
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12-month Forecast of Sales & Expenses
1-2 Finance Workstreams
Advisory
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Strategic Planning
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Coaching / Advising
Spark
Our service is designed for small businesses with upwards of $1M in revenue, offering expert, part-time financial leadership without the cost of a full-time hire. You gain guidance on budgeting, forecasting, and financial reporting, along with strategic oversight of cash flow and key performance metrics.
Financial Performance
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Oversees Month-End Close (Bookkeeping Service)
-
Reviews Financial Statements
-
Manage Financial KPIs
-
Cash Flow Monitoring & Advising
-
24-month Forecast of Sales & Expenses
Cash Flow Management
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Paying Bills
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Invoicing Clients
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Payroll & Contract Management
Resource Planning
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Incentive Plans
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Set Finance Policies
Financial, Planning & Analysis Reporting
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Monthly v. Actual Budget
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Updates to 24-month Forecast
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Key Performance Indicators & Chart
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Profitability Analysis & Charts
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Cash Flow Statements & Charts
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Explanations on Key Data
Elevate
Our service is designed for small businesses with at least 5 team members, offering part-time leadership that combines controller duties with effective team management, a strong focus on culture, and robust internal controls.
Financial Performance
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Oversees Month-End Close (Bookkeeping Service)
Reviews Financial Statements
-
Manage Financial KPIs
-
Cash Flow Monitoring & Advising
-
36-month Forecast of Sales & Expenses
Cash Flow Management
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Paying Bills
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Invoicing Clients
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Payroll & Contract Management
Resource Planning
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Incentive Plan Management
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Set Finance Policies
Capacity Management
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Answer the Question “When Can I Hire?” and “How Much Can I Pay?”
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Assess Existing Resources and Capabilities
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Setup Performance Metrics and Utilization Rates
Operations Insights
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Support Contract Negotiations
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Lead Special Projects to Enhance & Explore Updates to Current Systems
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Bring Best Practices in Team Management, Retention & Culture
Financial, Planning & Analysis Reporting
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Monthly v. Actual Budget
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Updates to 36-month Forecast
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Key Performance Indicators & Chart
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Profitability Analysis & Charts
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Cash Flow Statements & Charts
-
Explanations on Key Data
Book your complimentary 15-minute consultation today!