Learn about my services

  • Pricing: $6,000 - $12,000 (Price varies based on company complexity and project scope.)

    Key Deliverables:

    • 12-Month SaaS Operating Budget & Expense Plan

    • Customizable Rolling Financial Forecast Model

    • Essential SaaS KPI Dashboard (CAC, LTV, NRR, etc.)

    • 13-Week Cash Flow Forecast

    • Investor-Ready Financial Overview Deck

    My Approach:

    • Initial Alignment Call

    • Weekly Progress & Feedback Sessions

    • Final Model Delivery & Walkthrough

    Solve Your Biggest Challenges:

    • Eliminate chaotic, fragmented planning.

    • Regain your nights – know your cash needs with confidence.

    • Deliver clear, accurate forecasts to impress your board and investors.

  • Pricing: $4,000 - $9,000/month (Price varies based on company complexity and project scope.)

    How I Help:

    • Ongoing Budget vs. Actuals Management

    • Headcount & Burn Rate Tracking

    • Go-to-Market (GTM) Financial Support

    • Executive & Investor Reporting

    • On-Demand Strategic Finance Support

    My Approach:

    • Initial Assessment & Onboarding

    • Regular Check-in Cadence

    • Collaborative Partnership

    Solve Your Biggest Challenges:

    • Keep your forecast current without dedicated FP&A.

    • Gain control over revenue and headcount planning.

    • Deliver reliable data for board and investor meetings.

  • Pricing: $3,000 - $9,000 (Price varies based on company complexity and project scope.)

    How I Help:

    • Core Financial Statement Preparation

    • VC/PE-Aligned KPI Reporting

    • Investor Deck Financials

    • Data Room Support

    My Approach:

    • Fundraising Strategy Session

    • Financial Review & Refinement

    • Delivery of Materials

    Solve Your Biggest Challenges:

    • Create compelling, investor-ready presentations.

    • Confidently answer investor data requests.

    • Avoid diligence issues and delays.

  • Pricing: $8,000 - $20,000 (Price varies based on company complexity and project scope.)

    How I Help:

    • Financial Systems Audit

    • Technology Gap Analysis

    • FP&A Platform Implementation

    • Workflow Automation

    • Close Process Improvement

    My Approach:

    • Cross-Functional Discovery

    • Systems Review & Design

    • Implementation & Training

    Solve Your Biggest Challenges:

    • Reduce manual work and data errors.

    • Gain real-time financial visibility.

    • Streamline your finance operations.

  • Pricing: $2,000 - $5,000 (Price varies based on company complexity.)

    How I Help:

    • Monthly Financial Review

    • Unlimited Q&A (Slack/Email)

    • Quarterly Strategic Check-ins

    • Optional Consultation Calls

    My Approach:

    • Client-Driven Agenda

    • Efficient Communication

    • Strategic Guidance

    Solve Your Biggest Challenges:

    • Gain confidence in your financial decisions.

    • Add senior-level oversight to your finance function.

    • Access expert advice without a full-time CFO.