01
Annual budget build
Bottom-up, driver-based, and tied to the business strategy — not last year × 1.1.
Financial Planning & Analysis
Forecasts that hold. Scenarios that don't surprise you.
What a Virtual FP&A specialist actually does for you.
Budget the real way. Model the scenarios that actually keep you up at night. Walk into your next board meeting with numbers you'd defend in court.
What you get
Six concrete deliverables for the Financial Planning & Analysis seat.
02
Rolling re-forecast
Quarterly re-forecasts so the plan reflects what's actually happening, not what we hoped in February.
03
Three-statement models
P&L, balance sheet, cash flow — linked, sensitivity-tested, and built so you can change assumptions without breaking anything.
04
Scenario planning
Best / likely / worst — and the hedges that protect each. The cases your board actually wants to see.
05
Variance analysis
Monthly actuals vs. plan with executive commentary — what moved, why it moved, what to do about it.
06
KPI dashboards
Leadership and board dashboards built once and maintained automatically.
Pick your tier.
Same specialist, three depths of engagement. Move up or down month-to-month.
Foundation
Get the basics done right.
$2,000/ month
Monthly cadence
- Core deliverables for the seat
- 1 monthly check-in (60 min)
- Email support during business hours
- Documented hand-off pack
Growth Accelerator
Add depth where you need it.
$3,000/ month
Weekly cadence
- Foundation everything, plus
- Weekly working sessions (60 min)
- Quarterly business review
- Priority email + Slack response
Enterprise
A near-full-time MVP for your boardroom.
$5,000/ month
Dedicated time
- Growth everything, plus
- Dedicated weekly time block
- Board-level engagement
- Direct stakeholder access
Every package includes
- 1 × free consultation
- Month-to-month — no annual lock-ins
- Scale up, down, or pause anytime
- Direct line to a real, named professional
- Quarterly reviews to check fit and scope
Frequently asked
Ready to add an MVP to your team?
Book the free consultation. No pressure, no jargon, no hard sell — just a real conversation about whether we're the right fit.
Book my consultation