FP&A for Small Business

FP&A Basic Package

From $1,300 (one-time)

Pricing varies by business size and complexity

One-time delivery, no ongoing support

• Survival 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 Survival 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: From $1,300 (Basic package value)

Monthly ongoing: From $1,500

Pricing scales with business size and complexity

Everything in Basic PLUS:

• Automated Dashboard Updates: Your dashboards update overnight, so you get current data instantly.

• Smart Variance Explanations: AI-enhanced explanations, e.g. "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.

  
  

How It Works

• Week 1 — Discover & Get Quick Wins

  We align on your Survival 6 and KPI Tree. You get your first actionable insights while we gather data and build.

• Weeks 2-3 — Build Your Custom System

  We create your KPI dashboard and rolling forecast, with check-ins to ensure we're tracking what matters most to you.

• Week 4 — Walk-Through & Handoff

  Full training on your dashboards and models, plus a 1-page action plan so you can track progress independently.

  
  

Result: Know where you stand, where you're headed, and what to do next — in just 4 weeks.

FP&A for Early-Growth SaaS

Investor-Ready FP&A Package

Starting at $3,500 — get an investor-grade FP&A model to help you close your funding round.

Perfect for seed-stage SaaS founders raising $500K-$2M who need investor-grade financials without the $60K-$180K/year fractional CFO.

• Complete 3-year financial model with documented assumptions

• SaaS metrics dashboard (MRR, ARR, CAC, LTV, churn, NRR)

• Unit economics breakdown

• 12-month rolling forecast

• Scenario planning (conservative/base/optimistic)

• Training walkthrough so you can update it yourself

Timeline: 4-6 weeks (first insights in 1-2 weeks)

Ongoing FP&A Support (optional)

After we build your model, you can add month-to-month support to keep your financials current as you scale. From $1,500/month.

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.