Our Services

Services

Vision

For those who desire a full-service FP&A professional as their strategic business partner, assisting in all types of critical investment decisions for the business (e.g., capital budgeting, headcount analysis, etc.).

Infrastructure

For those looking to give structure to their internal financial systems, enabling quick and accurate reporting, analysis, pricing, and presentation. Includes all services offered in the Tactical package.

Tactical

For those facing a specific one-time or recurring business case or decision and desire a custom financial tool (e.g., pricing model, decision support system (DSS), Go/No-Go decision analysis) to assist in decision-making.

Decision
Support System (DSS)

Pricing
model

Dashboard

Reporting
model

Excel
Training

Financial
System Analysis

Data
Pipeline

Data
Warehouse

Data
Visualization

Systems
Training

Full-Service
FP&A Package