Outsourced Finance & IT Analytics
We bring together financial expertise, data engineering, and intelligent automation — so smaller companies can operate with the analytical horsepower of a Fortune 500 FP&A department.
in overhead costs compared to a full-time FP&A hire at $100k+
faster reporting through automated pipelines and real-time dashboards
impact — no onboarding runway, no ramp-up time, no benefits overhead
Start with what you need. Scale when your business demands more analytical depth.
Foundation
$1,000 – $3,000/ month
Core financial visibility and data infrastructure for companies moving beyond spreadsheets. Ideal if you need clean reporting but aren't ready to build an internal analytics team.
Strategic
$3,000 – $7,500+/ month
Full fractional FP&A support with advanced automation, system integration, and AI-assisted analysis. Designed for companies that need a strategic finance partner, not just reports.
Download the same models and templates we use with clients — built for immediate use, no consultant required.
A fully integrated financial planning workbook — revenue build, COGS, headcount, P&L, cash flow, balance sheet, scenarios, and dashboard. Built for construction companies under $75M.
Running a construction business means juggling payroll, subs, materials, and slow-paying clients all at once. This template was built specifically for construction SMB owners who need to get serious about cash.
This financial model was built to give you the same financial clarity that Fortune 500 companies pay consultants hundreds of thousands of dollars for — translated specifically for landscaping businesses like yours.
Most budget models lock you into a January-to-December view. By October, you're already looking at a shrinking runway with no forward visibility. This model fixes that permanently.
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Most outsourced finance services sell time. We sell outcomes — connected directly to the business decisions that move revenue, control costs, and surface risk before it becomes expensive.
What makes that possible is the combination of three things most vendors only offer one of.
FP&A-grade analysis — variance, drivers, trends — from people who've sat across from CFOs, not just built reports for them.
Power BI, SQL pipelines, ERP connectors, and Excel automation that eliminate the manual work your team shouldn't be doing.
Emerging AI tools applied to financial data — anomaly detection, narrative generation, and pattern recognition at a scale no analyst can match manually.
Tell us where your reporting breaks down. We'll show you what better looks like.
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