Services
Three problems, one underlying cause.
Most finance functions break in the same order: the close runs late, so planning happens on stale numbers, so reporting gets rebuilt by hand to compensate. Where you start depends on which symptom is loudest.
The three services
Fractional CFO & Controller
Senior finance leadership, part-time.
Board-ready reporting, cash forecasting, and the judgment calls that need someone who has made them before — without carrying a full-time executive salary.
Read moreFP&A Build-Out
A planning cycle you can actually run.
Budgeting, forecasting, and variance reporting built as a repeatable process, so next year takes days instead of the six weeks this one did.
Read moreData & Reporting Automation
Stop rebuilding the same workbook.
Your actuals pulled straight from the accounting system into PlanVector and reconciled on the way in — replacing the monthly export-and-paste ritual with reporting that is simply there.
Read moreHow I work
Three commitments, regardless of scope.
Fix the foundation first
Planning built on a chart of accounts that does not reflect the business will not hold. Neither will automation built on numbers that do not reconcile. The unglamorous work comes first because everything else depends on it.
Build it to be handed over
Every deliverable is documented and owned by someone on your team. A model only I can operate is a liability dressed up as an asset.
One system, not a folder of files
The work lands in PlanVector, where the connections are maintained, access is controlled, and everyone sees the same numbers. A workbook on a single desktop stops being reliable the day its owner is out.
What it costs
Published rates, not a quote process.
All three services are delivered through one of two monthly retainers. Which service you need shapes what we do with the time — it does not change the rate.
Both include the first year of PlanVector and basic implementation. Full pricing.
Not sure which one you need?
That is a reasonable place to be, and it is what the first call is for. Describe what is breaking and I will tell you where I would start.