Services & Pricing

Real, data-driven deliverables — not just advice.

This isn’t high-level commentary — it’s the data-driven financial infrastructure growing companies need to run the business, track performance against real KPIs, and make confident capital decisions.

The FP&A toolkit.

Budgeting & Planning

Data-driven annual operating plans, long-range plans, and rolling forecasts tied to real business drivers — not last year plus 5%.

Financial Modeling

Three-statement models (P&L, balance sheet, cash flow) with scenario and sensitivity analysis grounded in your actual data.

AI-Powered Data Insights

Use AI to surface hidden trends and anomalies in sales, COGS, and operations data — pricing leakage, cost creep, and margin patterns humans miss in spreadsheets.

M&A & Investment Models

Deal models, valuation support, due diligence analysis, and integration planning — every assumption stress-tested against the underlying data.

Investment Decision Support

Data-driven cost-benefit analysis and financial models for capital projects, IT/system investments, and other major spend.

Business Cases

Development and independent review of business cases so investment decisions are grounded in data, not narrative.

Capex Planning & Governance

Full capex planning cycles and approval frameworks/authority matrices to keep capital spend disciplined and data-driven.

KPI & Dashboard Development

Data-driven financial and operational KPIs built into dashboards (Power BI, MicroStrategy, and others) so leadership sees the truth in real time.

Systems & Reporting

Experience across major EPM/ERP platforms — SAP BPC, Oracle Cloud/ePBCS, Hyperion/Essbase, Prophix — so the data actually flows.

How It Works

A simple, proven process for precision financial engineering. Phases and deliverables depend on the scope and chosen plan.

Discovery Call

We have a conversation about your FP&A business needs and select a plan that works for you.

Data-Driven Diagnostic

AI-assisted analysis of your financials, sales, COGS, and ops data to surface hidden EBITDA opportunities.

Model & Plan Build

Build a driver-based, data-driven budget, forecast, or model tied directly to your EBITDA levers.

KPI Tracking & Analysis

Regular variance analysis and data-driven KPI dashboards that keep decisions grounded in current data.

Strategic Support

Financial modeling for pricing, capex, M&A, systems, and fundraising as decisions arise.

Unlock EBITDA - Find and Realize

Identify the EBITDA levers you can optimize that are hidden in your data, buried in spreadsheets, lost across disconnected systems. We help you see them clearly and act on them faster than ever before.

EBITDA Scan for Opportunities

Starting from

$5,000

Founders and CFOs with a mandate to grow EBITDA.

Revenue & pricing assessment - Uncover pricing power, customer profitability and mix opportunities at the transaction level
Multi-level margin analysis - Dissect gross margin by business unit, geography, warehouse, product category, customer and SKU to pinpoint where value is leaking
COGS optimization deep dive - Identify procurement, product mix and production inefficiencies that are suppressing margins
SG&A review - Surface cost redundancies and overhead inefficiencies
Hidden EBITDA roadmap - List of opportunities ranked by impact

Realize the Opportunities

Starting from

$10,000

When you need a complete framework to realize the Opportunities.

Everything in Scan, plus:
Realization framework design - Build the operational blueprint: which levers to pull, in what order, and by whom. Define the metrics that matter, with baseline tracking and real-time dashboards
Ownership & accountability - Assign clear owners to each initiative with defined targets and timelines
Execution roadmap & cadence - Establish milestones, sprints, and governance cadence to keep momentum
Change management & alignment - Guide stakeholders through adoption and embed new processes into daily operations **Not in scope

Three ways to work together.

Every tier draws on the same rigorous, driver-based, data-driven approach — with AI-assisted analysis of your sales, COGS, and operations data baked in. As your needs grow, you can move up a tier without changing partners or starting over.

Analyst

$75

/ hour

Founders and lean teams who need sharp, reliable analysis and modeling support without a full-time hire.

Monthly financial reporting and variance analysis (actuals vs. budget)
KPI tracking and dashboard building/updates
Financial modeling support (ad hoc models, data analysis)
Cash flow tracking and basic forecasting
Cost and margin analysis by product, service line, or customer

Finance Business Partner

$150

/ hour

Growing companies that need a strategic finance partner embedded in decision-making, not just reporting after the fact.

Everything in Analyst, plus:
Annual operating plans, long-range plans, and driver-based forecasts
Three-statement models and scenario/sensitivity modeling
Deep-dive margin, COGS, and pricing analysis with actionable recommendations
Business case development and review for capital or system investments
Monthly business review meetings with leadership
Cross-functional partnering (sales, supply chain, operations)

Fractional CFO

$250

/ hour

Businesses ready for senior-level financial leadership and complex financial modeling — without the cost of a full-time CFO.

Everything in Finance Business Partner, plus:
Full ownership of the FP&A function and financial strategy
M&A modeling, valuation support, due diligence, and integration planning
Capex planning, investment approval frameworks, and capital allocation
Board- and investor-ready reporting and presentations
Fundraising and financing support
Direct advisory relationship with founders/owners on long-term strategy

Engagements are flexible by design — project-based, a fixed number of hours per month, or an ongoing retainer. Calls and deliverables are scheduled around what works for us and your team.

Also available through partner firms.

Extend the FP&A foundation with specialized bookkeeping and Power BI delivery — managed end-to-end by vetted partners.

Bookkeeping

$500

Starting from

Reliable monthly accounting and compliance support delivered through trusted partner firms — so your books are clean, current, and ready for FP&A.

Tax preparation & filing (personal, business, corporate)
Bookkeeping & monthly accounting (AP/AR, reconciliations, GL)
Financial statement preparation (P&L, balance sheet, cash flow — often with reviews/compilations)
Full-service payroll processing and statutory filings in Canada (pay calculations, CRA/CPP/EI/income tax remittances, T4 and ROE preparation, payroll reconciliations, and compliance support)

Power BI

$3,000

Starting from

Turn raw data into executive-ready reporting with partner-led Power BI development, data modeling, and governance.

Power BI dashboard & report development (interactive reports from your data)
Data modeling & DAX optimization (star schemas, measures, performance tuning)
Data integration & automation (Power Query, pipelines, scheduled refresh, SQL/ERP/CRM integration)
Visual design & UX for executives (clear storytelling, usability, brand-consistent themes)
Power BI governance & training (workspaces, security/access, documentation, user training)

Questions I get asked a lot.

What size of company do you work with?

Primarily supporting startups and mid-sized companies. Startups and scaleups from pre-seed through Series C, and mid-sized businesses with approximately $2M–$10M in EBITDA. For startups, engagements typically focus on fundraising support and financial readiness rather than direct EBITDA improvement.

Do I need to know which tier I need before reaching out?

No — most engagements start with a free consultation where we figure out together which level of support fits your current stage and goals. Many clients start at one tier and move up as their needs grow.

Can you help with a single project, like a financial model or a business case?

Yes — project-based work is common, whether it’s a three-statement model, an investment business case, a capex approval framework, or a KPI dashboard build.

Is this a full-time or on-site role?

No — this is a flexible, engagement-based consulting relationship. Work is scoped by project, by monthly hours, or by ongoing retainer, and delivered remotely.

How is this different from my bookkeeper or accountant?

Bookkeeping and tax compliance look backward — recording what already happened. FP&A looks forward: building the budgets, forecasts, and models that guide what you do next. The two work well together, but they’re not the same function.

What industries do you work with?

Experience spans manufacturing, distribution, technology, media, insurance, and automotive, along with fintech consulting work including insurtech, BNPL products, and blockchain-based solutions. FP&A principles apply broadly beyond that too.

How quickly can we get started?

Most engagements can kick off within a week or two of the initial consultation, depending on scope.

Ready to see where your EBITDA is hiding?

Book a free EBITDA diagnostic and walk away with a clearer picture of where your business stands — and where the opportunity is.