Services
The Foundation
We’ll give the business a foundation with a financial model that lets you see exactly where you are numbers-wise. The model will be the starting point for a potential longer-term engagement.
- Profit & Loss Statement, Balance Sheet, Cash Flow Statement
- Budgeted vs Actual Spending
- KPI Dashboard
- Headcount and Compensation Plans
- Scenario Plans (for when things go better or worse than we expect)
Basic
The we-can’t-live-without-it day-to-day finance work:
- Monthly touchpoint to review financial health and status
- Update financial model with actual numbers and new projections—we adapt to and prepare for change
- Monthly budget variances—we figure out why things went differently than planned
- Ad hoc scenario planning
Next Level
Everything included in the Basic package plus:
- Bi-weekly touchpoints
- Tailored strategy & operations projects—so you have a full picture of what will happen to your numbers if a project happens or doesn’t happen
- Ad-hoc projects (e.g., cash management optimization, investor & board reporting materials, equity investor story)
Shorter Term Services
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Try Matt out on a daily or weekly basis and see if the fit is right.