Services

Fixed scope. Defined deliverables. A clear ending.

Every service below is a bounded project with named deliverables — no permanent retainers, no ongoing executive role, no open-ended engagements. Pricing is provided by proposal so it reflects your actual data landscape and scope.

01Financial Data & Decision Diagnostic

Fixed project fee

The starting point for most engagements. For founders who know their reporting is inadequate but not exactly where or why.

Deliverables

Financial-question inventoryData-readiness assessmentMetric mapReporting-gap analysisDashboard blueprintImplementation recommendation

02SaaS Financial Decision Suite Implementation

Fixed project fee · request a proposal

The full build: a connected model and the dashboard modules your questions require, validated, documented, and handed over.

Deliverables

Data modelCore financial modelSelected dashboard modulesScenario planningDocumentationTrainingHandoff

03Forecasting & Hiring Planner

Fixed project fee

For founders whose pressing question is affordability: hires, burn, runway, and the break-even bar.

Deliverables

Revenue forecastExpense forecastWorkforce-cost modelBurn and runway modelHiring scenariosBreak-even analysis

04Custom Financial Dashboard Build

Starting at a defined project fee

A single well-built dashboard around metrics you already trust — defined, mapped, validated, and documented.

Deliverables

Defined metricsData mappingInteractive dashboardMetric dictionaryValidation checksRecorded walkthrough

05Financial Model & Dashboard Audit

Fixed project fee

For companies with an existing model or dashboard nobody fully trusts. I review it line by line and tell you what's wrong, what's right, and what's risky.

Deliverables

Formula reviewMetric-definition reviewReconciliation reviewDashboard usability reviewError and risk report
Request a proposalHow engagements run