Driver-based budgeting, rolling forecasts, and board-ready reporting so you always know where the business is heading, what’s driving cash, and what decisions to make next.
$300M+ portfolios Service businesses & gov contractors ($2M–$30M) Board reporting & flux SAP • Oracle • NetSuite Salesforce • Power BI • Tableau • Adaptive Houston-based • Remote-first
Enterprise-grade FP&A and finance leadership for CFOs, PE-backed companies, and complex portfolios.
Two-week sprint to install a driver-based model, 12-month rolling forecast, KPI dashboard, and variance templates.
Best for: high-growth teams needing immediate forecasting discipline and executive visibility.
~20–40 hrs/mo leadership for budgeting & forecasting, headcount planning, board materials, and performance reviews.
Best for: CFOs needing senior FP&A coverage without a full-time hire.
GAAP reporting pack, driver-based flux schedule, close calendar, and executive reporting refresh to speed accuracy and insight.
Best for: teams tightening the monthly close and elevating board-grade reporting.
If you’re running a service business, you don’t need a full-time CFO—you need one trusted partner who owns the forward view every month.
Each month, you get a rolling 12–18 month forecast, a 1–2 page Monthly Finance Brief, and a 60–90 minute finance strategy call focused on hiring decisions, cash runway, and which services or contracts are actually driving profit.
Typical scope includes:
Pricing: From $2,500–$3,500/month for smaller teams, and from $4,000–$6,000/month for larger or more complex businesses.
Government work is profitable when the numbers are tight: contract-level P&L, cash around slow-pay cycles, and clean reporting back to agencies and lenders.
Support typically includes setting up a contract P&L structure, building invoicing and backup templates aligned with your SOW, and creating a monthly contract profitability and cash view so you’re never guessing.
Pricing: Most government-contract finance setup and reporting projects fall in the $4,000–$8,000 range, with optional ongoing support retainers.
Need senior FP&A leadership on a contract, C2C, or interim basis? You can review targets, rate ranges, and availability on the dedicated recruiter page.
Whether you’re a CFO, founder, or government contractor, you can book a discovery call or phone directly to discuss scope and fit.