Financial Clarity in Weeks — Without the Big-Firm Price Tag
Nine Lives Strategy
Fast, personal, and affordable FP&A for multi-location and growing businesses. Get dashboards, forecasts, and clear next steps in just 2–3 weeks.
Start with a free 30-minute consultation. From there, choose from our tiered FP&A packages - from one-time strategic setup to ongoing AI-enhanced support with automated insights built for your business needs.
Custom expert support. Book your FREE intro call below.
What Is Included
Financial clarity in weeks — comprehensive FP&A foundation for growing businesses
FP&A Basic Package
$1,000-1,800 (one-time)
Pricing varies by business size and complexity
One-time delivery, no ongoing support
Big 6 Strategy Session & KPI Tree: We'll help you pinpoint your 6 key business goals and map out the KPIs that matter most. (Inspired by Bernie Smith's KPI Tree method.)
Essential Financial Dashboard: See your most important numbers — custom to your Big 6.
3-6 Month Rolling Forecast: Project where your business is heading, built around your KPIs.
Quick Cost & Benchmark Review: We'll check for savings, risks, and how you stack up versus industry peers and key competitors.
1-Page Action Plan: Straightforward summary of findings and next steps.
AI-Enhanced FP&A Plus Package
Setup: $1,000-1,800 (Basic package value)
Monthly ongoing: $1,200-2,400/month
Pricing scales with business size and complexity
Everything in Basic PLUS:
Automated Dashboard Updates: Your dashboards update overnight via Zapier → Excel, so you get current data instantly.
Smart Variance Explanations: AI helps explain "why did revenue drop 15%?" with industry context and competitive factors - faster answers when numbers change.
Monthly Strategic Calls: AI-powered insights fuel deeper, more strategic conversations with faster answers.
Crisis FP&A Package
$3,500-4,500 (one-time)
Fast, affordable emergency financial planning and turnaround
Pricing varies by business size and complexity
Immediate Cash Flow Analysis: We'll assess your current runway and identify exactly how long your cash will last under different scenarios.
Emergency Cost Reduction Plan: Rapid identification of cost cuts that preserve core operations while extending runway by 3-6 months.
Crisis Communication Dashboard: Real-time tracking of key survival metrics - cash burn, revenue pipeline, and critical vendor payments.
Funding Strategy & Materials: Prepare investor-ready materials showing your path to profitability or break-even, including scenario planning.
Weekly Crisis Calls: Intensive support during the first month to monitor progress and adjust strategy as conditions change.
Vendor & Stakeholder Negotiation Support: Framework and talking points for renegotiating payment terms, contracts, and lease agreements.
Delivery Timeline: 48-72 hours for initial assessment, full package within 1 week
Why Choose Us
When you work with Nine Lives Strategy, you’re not hiring a faceless firm — you’re partnering directly with our Managing Director. That means:
1:1 expert partnership — work directly with our Managing Director for faster answers and deeper understanding of your business.
First insights in 1–2 weeks (with full analysis in just 3 weeks) — no long onboarding or delays.
Flat monthly package pricing — clear, predictable, and affordable.
Month-to-month flexibility — scale support up or down as your needs change.
Clear, visual dashboards — so you always know where you stand and where you’re headed.
How It Works
Discovery & Strategy (Week 1):
We align on your Big 6 and KPI Tree, and we gather the data.
Build & Review (Week 2):
We create your dashboard and rolling forecast, tied to your KPIs.Action & Handoff (Week 3):
Walk-through and action plan set to track progress on your own.
Need Something Smaller?
Not ready for a full package? We also offer flexible hourly support.
Flexible hourly consulting starting at $125/hour — ideal for ad hoc support or small projects.
Discounted rates available for 5-hour bundles.
Scope & Confidentiality
All financial data is kept confidential. Starter package does not include accounting system fixes or direct vendor negotiations.
Get Your Free AI-Enhanced Financial Intelligence Toolkit
15 critical KPIs every growing business should track + 25 AI prompts to turn those numbers into actionable insights – discover which ones you're missing in minutes.
Quick Forecast Health Check
✨ This is a complementary service with just 5 spots each month. Your booking is a request and must be approved based on availability — grab yours before they’re gone!
Here’s what you’ll get when you book:
A free check-up on your forecast so you know your numbers aren’t leading you off track.
We’ll point out any red flags and share 2–3 quick fixes you can plug in right away.
Simple, no jargon — just clear advice you can actually use to make smarter decisions.
How I Help
See real examples of our FP&A analysis — from med spa membership programs to SaaS cash flow models. Discover exactly how we help businesses like yours identify profit leaks and optimize cash flow.
- Henry F.VP of Business Strategy at Freedom Forever
I was impressed with how quickly she took to the position. She has a solid acumen for synthesizing complicated data sets into clean executive summaries, along with recommendations for potential cost savings and financial impacts.
- Natalia S.Strategic Sourcing & Procurement Manager at WHSmith North America
Iryna was always sharp, organized, and incredibly collaborative.... Her ability to zoom out and see the bigger picture, made her a valued partner in our cross-functional work... brought a thoughtful, solutions-oriented perspective.
- Alex S. Treasury Manager at WHSmith North America
Iryna impressed me with her sharp analytical skills, proactive mindset, and ability to dive into complex data and quickly generate actionable insights... her work contributed meaningfully to broader financial planning discussions.
- Brittany R.Talent Acquisition Leader at Oats Overnight
Iryna demonstrated a rare blend of analytical acumen, business savvy, and interpersonal warmth... consistently brought clarity, structure, and a collaborative spirit to every conversation.... a trusted resource across multiple departments
FREE RESOURCES
Practical templates, guides, and explainers to help you budget, forecast, and manage your business finances smarter — all free to use and share.
AI FP&A Chatbot (Free)
-Get instant budgeting, forecasting, and financial guidance — automated advice and templates, available 24/7.
Runs on ChatGPT. You might need to sign in or register to use it.
Finance, with Claws – YouTube Channel 🐾
-Bite-sized videos on budgeting, FP&A, and smarter business money moves — with a little cat attitude. Alongside practical finance tips, you’ll also find satirical and entertaining takes on corporate life, perfect for unwinding while still learning something useful.
Simple Monthly Budget Template 📊
-A clean, easy-to-use monthly budget planner for tracking your income, expenses, and savings goals. Ideal for individuals, families, or freelancers.
Rolling Forecast Tool for Small Businesses & Startups 📊
-A ready-to-use Excel template to forecast revenue, expenses, and profit on a rolling basis. Update monthly with actuals, and it automatically adjusts future months — keeping your projections accurate all year. Perfect for small businesses, startups, and finance teams.
More free templates & tools coming soon — bookmark this page!
-Support Nine Lives Strategy 🐾
-Love our free financial resources? Your support helps us create more valuable tools for small business owners like you! Every contribution fuels our mission to make professional-grade financial analysis accessible to growing businesses.
Frequently Asked Questions
Can't find an answer? Don't hesitate to reach out!
Can you help me plan without slowing down?
Can you help me plan without slowing down?
Absolutely. Our process is designed to give you clear, actionable insights in 2–3 weeks, so you can make confident decisions without getting buried in spreadsheets.
Why do I need you if I have an accountant?
Why do I need you if I have an accountant?
Accountants record the past. We help you plan the future — by building forecasts, models, and dashboards that guide your next moves and protect your bottom line.
How can you help me feel in control?
How can you help me feel in control?
We’ll map your finances like a GPS — showing where you are now, the best routes forward, and early warnings if you’re veering off track.
What if I don’t know exactly what I need?
What if I don’t know exactly what I need?
That’s normal. We’ll walk you through a quick discovery session to uncover your goals, pain points, and opportunities — then recommend the simplest starting point.
Do you create custom templates?
Do you create custom templates?
Yes. If you need something built specifically for your business — from a forecasting model to a dashboard — We can create a tailored solution and walk you through how to use it.
Ask Us Anything
Whether you’re looking for a one-off financial model, ongoing FP&A support, or just clarity on your next steps — we’re here to help. Use this form to ask a question, request a free consult, or start your project. We usually respond within 1–2 business days.
Privacy Policy
We do not collect personal information except what you submit via the contact form. Your info will never be shared or sold.
Terms of Use
Templates are provided ‘as is’ without warranty. By downloading, you agree to use them at your own risk and not redistribute for commercial purposes.
Accessibility Statement
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