Six ways to make the numbers, the systems, and the work line up.
Finance, reporting, modeling, AI, data, and leadership, scoped one problem at a time. Start with the one that is costing you the most attention.
Business Intelligence & Reporting
Bring finance, operations, and marketing into a consistent view. Power BI reporting, shared metric definitions, and dependable refreshes that help your team see what needs attention.
You usually arrive with
- Reports that take days to assemble by hand.
- Two systems that disagree about the same number.
- A month that closes before anyone knows how it went.
FP&A & Financial Systems
Budgeting, forecasting, and financial modeling that scales past where spreadsheets break. Finance and operations finally see the same numbers.
You usually arrive with
- A forecast that lives in one person’s laptop.
- A budget nobody reopens after January.
- Cash questions answered from memory.
Financial & Operational Modeling
Financial models, operational workbooks, and decision tools with clear inputs, checked formulas, and a practical handoff. Scope and delivery time match the work involved.
You usually arrive with
- A workbook everyone is afraid to change.
- Pricing or bids built on hard-coded numbers.
- A decision that needs three scenarios by Friday.
AI Agents & Automation
AI agents, ongoing assistants, and repeatable workflows for reporting, research, documents, and follow-up. We configure the tools, connect approved information, and make the result easy to review.
You usually arrive with
- Recurring work that is gathered, checked, and retyped every week.
- Subscriptions you already pay for and barely use.
- Interest in AI without a clear first assignment.
Data Infrastructure & Automation
SQL, Snowflake, Power Platform, Power Query. Common datasets that consolidate Workday, multiple QuickBooks companies, Sage, CRM, marketing platforms, and field tools so reporting and AI analysis have one trusted base.
You usually arrive with
- The same customer in four systems, spelled three ways.
- Exports pasted into spreadsheets every Monday.
- Reporting and AI that each start from a different copy of the data.
Fractional Systems Leadership
Senior finance, BI, marketing analytics, and AI leadership on a fractional or project basis. Director-level systems thinking without the headcount commitment.
You usually arrive with
- Growth that outran the systems and the people who ran them.
- A board or lender asking for reporting the team cannot produce yet.
- A function to stand up before it is big enough to hire for.
Two kinds of business. One way of working.
Every service above is scoped the same way: a written problem, a diagnostic, a fixed deliverable, and a handoff your team can run.