New ClientS
Visibility Jumpstart
Quick wins to improve performance visibility and reporting efficiency for teams of every FP&A-maturity level.
FP&A Capability Assessment
KPI Dashboard Blueprint
Operational Action Plan
Solutions
Phase One
Phase Two
Level One
Reporting Refresh
Deepen insights into recent trends while laying the groundwork to scale ongoing reporting. For teams with self-managed implementation capabilities.
The Operating P&L Restructure
Deep-Dive Leading Indicators Analysis + Financial Growth Strategy Recommendations
KPI Literacy Training
Level TWO
Planning Accelerate
Extend planning capabilities and speed implementation momentum for earlier-stage finance organizations.
REFRESH Program, plus:
Dynamic Go-To-Market Sales Forecasting
Revenue Recognition Audit + Automation
Implementation Oversight (+1 month)
Level THREE
FP&A Transform
Build your FP&A function from the ground-up with our full suite of bespoke performance dashboards and forecasting tools, plus hands-on operational development oversight.
ACCELERATE Program, plus:
Dynamic Budget Management Toolkit
Rolling 3-Statement Financial Model
Extended Implementation Oversight (+3 months)
