Your outsourced FP&A function: annual budgets, rolling forecasts, and monthly variance & KPI reporting that keep you ahead of the numbers — for a predictable monthly fee.
Retainers from $2,450/month — scope and fee agreed in writing before any work starts.
Your budget is one flat number, and every month's result is a surprise you explain after the fact.
You find out about a bad month six weeks after it happened — when the fix is already expensive.
You've thought about hiring a controller or CFO, but the workload doesn't justify a full-time salary yet.
Staffing and growth decisions get made on gut feel, because by the time the numbers arrive they're stale.
One setup month, then a monthly rhythm that keeps the plan current and every miss explained.
I build your annual budget bottom-up from operating drivers — volume, pricing, labor, conversion — not last year plus a percentage. We agree the KPIs that actually decide your margin and set the monthly rhythm.
When your books close, I take the actuals and decompose every variance to its cause — rate, hours, volume — not just "over budget." Then the rolling forecast updates, so the plan never goes stale.
A walkthrough of what changed, why it changed, and what the firm would do about it. You get decisions and recommendations, not a spreadsheet to decode on your own time.
Each quarter we step back: reset the plan against reality, pressure-test the next quarter's decisions — hiring, pricing, capacity — before they're committed.
The engagement flexes with your business. If you eventually hire in-house finance, everything — budget engine, forecast, reporting — hands over clean, because it was built to be yours from the start.
Illustrative — a generic ~$9M business; example numbers, not client data. Drag “Actuals through” and switch Base / Best / Worst — the model, its statements, and the live checks all recompute.
Fixed fees, agreed in writing before any work starts — no hourly meters, no surprise invoices. For context: a fractional CFO typically runs $3,000–8,000 a month and a full-time financial analyst $85,000+ a year. This work is priced at the floor of the specialist market — senior-grade deliverables, right-sized fees, and every build is yours to keep.
Retainers signed at the founding rate hold it for a full 12 months; after that it steps to a founding-alumni rate that stays below list — limited to my first five clients. Complex scopes are quoted on the call — always fixed before work begins.
Most margin isn't lost in one bad decision. It leaks — a point here, a point there — until year-end makes it visible.
Overtime creep, collections slippage, quiet price erosion — these compound month after month when nobody's attributing variances to their cause. Caught in month one, they're a correction. Caught at year-end, they're a write-off.
A staffing ramp or a capacity bet gets tested in the forecast before payroll is committed. You see the EBITDA impact of the decision while it's still reversible — which is the only time seeing it matters.
You get the rhythm and rigor of a finance function for a predictable monthly fee — and when the business grows into a real in-house hire, the whole system hands over clean instead of starting from zero.
"FP&A doesn't replace your bookkeeper or your CPA — it sits on top of them. They keep the record straight. This makes the record useful."
No. Bookkeeping records what happened; your CPA handles tax. FP&A is the layer on top — planning, variance analysis, and forecasting. Clean books make it faster, and the work runs alongside whoever keeps yours.
Scoped in the first call and sized to your business. And because everything built for you is yours to keep, you're never locked in by the tooling — if we stop, the budget engine, forecast, and reporting stay with you.
Closed books — an export or accountant access — and the monthly call. The system is built to run on what your business already produces, not to create homework for you.
Every engagement on this page is scoped, built, and delivered personally — no hand-offs. The same rigor behind the regional-EMS build goes into yours.
The first conversation is free — bring your current budget (even if it's one number), and you'll see what a driver-based version would tell you.
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