Financial Planning & Analysis - Built for Operators
Get beyond the basics — plan ahead, track performance, and uncover the metrics that matter.
Most growing businesses rely on intuition to make financial decisions — until the numbers get too complex to wing it. We help you get ahead of that curve.
About Us
With tailored planning models, clear performance dashboards, and monthly variance reviews, we turn your financial data into a real decision-making tool. Whether you're budgeting for growth, monitoring unit economics, or modeling what’s next, we help you plan with purpose — not just react.
From Structure to Strategy
Most clients come to us needing structure — accurate books, better reporting, cleaner processes. That’s where we begin. But once those foundations are in place, we help you shift gears — from looking back to planning ahead.
Built on Data. Driven by Insight.
We start with what’s practical: a working budget, a few KPIs, and a consistent monthly review. Then, as we learn your business — your cycles, drivers, and decisions — we build forward: forecasts, dashboards, and models that actually reflect how you operate.
Built Around Your Business
This layer isn’t pre-packaged — it’s shaped by your business, and built to evolve with it.
Turn your data into insights
Improve decision making by spotting trends, variances, and anomalies
Budget Modeling
- Building an annual budget tied to real business drivers
- Informed by historicals and operator input
Budget modelingMonthly Variance Analysis
- Actuals vs. budget comparison with narrative context
- Helps course-correct and align teams
Monthly Variance AnalysisForecasting & Scenario Planning
- Forward-looking projections for cash, margins, headcount, etc.
- Includes "what-if" models and rolling forecasts
Forecasting & Scenario PlanningKPI Tracking & Dashboards
- Identifying metrics that matter most (e.g. sales per head, COGS trends)
- Visualizing performance via dashboards (Excel, Airtable, Tableau, etc.)
KPI Tracking & DashboardsUnit Economics / Business Model Analysis
- Breakeven analysis, Headcount Analysis, margin profiling, etc.
- Helps evaluate growth strategy, cost analysis and pricing decisions
Unit Economics / Business Model ANalysisCustomer Analytics
- Customer Acquisition Cost (CAC), Customer Lifetime Value (LTV), and customer profitability modeling
- Useful for pricing, marketing ROI, and sales strategy
Customer AnalyticsCustom Ad Hoc Analysis
- Deep dives as needed (e.g. customer profitability, location performance)
- Strategic one-offs based on evolving questions
Custom Ad Hoc AnalysisCash Flow Projections
- Short and mid term cash forecast models
- Rolling cash visibility based on receivables, payables, and operating cycles
Custom Ad Hoc Analysis
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