We translate your operational goals into financially responsible strategies. By aligning budgets with business priorities, we help leaders make confident, data-informed decisions that support long-term sustainability and scalability.

• SMBs seeking to formalize budgeting practices
• Growth-stage companies needing financial modeling to support hiring, marketing, or scaling
• Organizations preparing for investment, acquisition, or leadership changes
• COOs, CFOs, and Founders needing operational clarity and financial alignment
  

• Budget Forecasting
  Three- to twelve-month projections aligned with strategic priorities, including sensitivity ranges.
• Operational Spend Review
  Current expense audit to identify inefficiencies, redundancies, and reallocation opportunities.
• Cost Modeling
  Scenario planning models to support resource planning, pricing strategies, or vendor shifts.
• ROI & Investment Mapping
  Align cost centers with performance indicators to track efficiency and justify spend.
• Capacity-Driven Financial Planning
  Utilization, staffing, and workload modeling to align headcount with revenue targets.

• Zero-Based Budgeting (ZBB)
• Driver-Based Forecasting
• Profitability by Service Line/Segment
• Cost-to-Serve Analysis
• Margin Optimization Dashboards
  

• Budget Scenario Workbook (Google Sheets or Excel)
• Financial Strategy Summary Deck
• Spend Efficiency Audit
• KPI-Aligned Resource Plan
• Monthly Burn Rate & Breakeven Analysis
  

• Clear view of where money is going—and why
• Smarter, faster decisions about resource allocation
• Confidence in scaling plans and headcount forecasts
• Improved margins and sustainable financial health