Services · 12 in 3 pillars
Twelve ways we sharpen your numbers
Plan what's coming, measure where you stand, and protect the margin you've earned. Pick the one problem to fix first, or combine them into a monthly package.
12 services across three pillars: plan, measure and optimize.
- 01Plan & Forecast
Financial Modeling & Analysis
Test a hire, a price change or a new location before you commit to it.
Sample dataExplore Financial Modeling & Analysis - 02Plan & Forecast
Budgeting & Forecasting
An annual budget tied to your goals and a rolling forecast that adjusts as the year moves.
Sample dataExplore Budgeting & Forecasting - 03Plan & Forecast
Strategic Planning & Implementation
Growth goals turned into a funded, dated plan your leadership team can run.
Sample dataExplore Strategic Planning & Implementation - 04Plan & Forecast
Cash Flow Management & Forecasting
No more cash surprises: a weekly view of what's coming in, going out and what's left.
Sample dataExplore Cash Flow Management & Forecasting - 05Measure & See
Performance Measurement & Reporting
A short list of KPIs, one monthly pack, and a dashboard that stays current on its own.
Sample dataExplore Performance Measurement & Reporting - 06Optimize & Protect
Operational Efficiency Analysis
A ranked list of fixes, each with the cost saved and the effort to get there.
Sample dataExplore Operational Efficiency Analysis - 07Measure & See
Data Visualization & Analytics
Interactive dashboards that show trends at a glance, from sales to margin to cash.
Sample dataExplore Data Visualization & Analytics - 08Optimize & Protect
Revenue Optimization
Untapped revenue found, and pricing set by margin and demand instead of habit.
Sample dataExplore Revenue Optimization - 09Optimize & Protect
Risk Management & Compliance
A clear list of risks, the controls that cover them, and a plan for the gaps.
Sample dataExplore Risk Management & Compliance - 10Measure & See
Market & Competitor Analysis
Where you stand against competitors, and where the market is heading next.
Sample dataExplore Market & Competitor Analysis - 11Optimize & Protect
Cost Allocation & Profitability Analysis
True profit by product, service or business unit, with overhead allocated fairly.
Sample dataExplore Cost Allocation & Profitability Analysis - 12Plan & Forecast
Scenario Planning & Sensitivity Analysis
Best, base and worst cases ready, with the moves you'll make in each.
Sample dataExplore Scenario Planning & Sensitivity Analysis
Let's find your edge.
A free 30-minute discovery call. Bring your questions and your numbers; leave with a clear next step.