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Plans built with your business in mind

Ongoing Engagements

Designed for operators who want continuous finance leadership and decision support:

  • Ongoing FP&A, reporting, and performance analysis.

  • Regular working sessions (weekly, bi-weekly, or monthly).

  • Forecasting, budgeting, and scenario analysis as conditions change.

  • Strategic support across pricing, staffing, cost structure, and growth.

  • Acts as an extension of your internal team, adapting as priorities evolve.

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Project-based Engagements

Designed for focused initiatives or clearly defined needs:

  • Financial modeling, forecasting, or budgeting projects.

  • Market, unit economics, or profitability analyses.

  • Investor, lender, or board materials.

  • Fundraising, M&A, or transaction-related support.

  • Systems, reporting, or data structure improvements.

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