Focused
For organizations needing a disciplined monthly financial view and focused leadership support.
- Budget and rolling forecast
- Cash-flow planning
- Monthly variance review
- Focused KPI reporting
Preliminary pricing
The ranges below provide an initial guide. Final pricing reflects data condition, complexity, departments, meetings, presentations, and timing.
Monthly FP&A partnership
Focused
For organizations needing a disciplined monthly financial view and focused leadership support.
Standard
The recommended starting point for an established organization that wants a true FP&A partnership.
Comprehensive
For greater complexity, multiple departments, deeper scenario work, or more frequent leadership support.
One-time onboarding begins at $2,500. Monthly retainers are paid in advance and generally require an initial three-month commitment.
Fixed-fee projects
Continuing model maintenance starts at $1,500 per month.
Fixed-fee projects generally require 50% at signing, 25% at preliminary delivery, and 25% at final delivery.
Hourly consulting
Expedited assignments
Five-hour minimum. Work outside a written scope requires a change order and is quoted separately or billed at the applicable hourly rate.
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