Our approach
Our approach
We build a financial system that connects budgets, metrics, and reporting into one source of truth. The goal – align day-to-day operations with strategic and capital plans.
1
Link budgets to business drivers
Establish budgets at the team and function level, directly tied to the KPIs that define business performance.
1
Link budgets to business drivers
Establish budgets at the team and function level, directly tied to the KPIs that define business performance.
1
Link budgets to business drivers
Establish budgets at the team and function level, directly tied to the KPIs that define business performance.
2
Standardize reporting and review cadence
Implement a monthly review process where budgets, forecasts, and actuals are compared, variances explained, and corrective actions agreed.
2
Standardize reporting and review cadence
Implement a monthly review process where budgets, forecasts, and actuals are compared, variances explained, and corrective actions agreed.
2
Standardize reporting and review cadence
Implement a monthly review process where budgets, forecasts, and actuals are compared, variances explained, and corrective actions agreed.
3
Integrate operating metrics with financials
Ensure that operational KPIs (sales, churn, product usage) are tied to financial outcomes, enabling forward-looking management.
3
Integrate operating metrics with financials
Ensure that operational KPIs (sales, churn, product usage) are tied to financial outcomes, enabling forward-looking management.
3
Integrate operating metrics with financials
Ensure that operational KPIs (sales, churn, product usage) are tied to financial outcomes, enabling forward-looking management.
4
Build investor- and board-ready outputs
Create reporting formats that serve both internal decision-making and external stakeholders, ensuring clarity and credibility at all levels.
4
Build investor- and board-ready outputs
Create reporting formats that serve both internal decision-making and external stakeholders, ensuring clarity and credibility at all levels.
4
Build investor- and board-ready outputs
Create reporting formats that serve both internal decision-making and external stakeholders, ensuring clarity and credibility at all levels.
300+
decks and
models delivered$100M+
In margin uplift
through FP&A50+
Companies
supported$200M+
Capital
raised
300+
decks and
models delivered$100M+
In margin uplift
through FP&A50+
Companies
supported$200M+
Capital
raised