From first conversation to operating rhythm
We begin with an initial call to understand your goals, current
reporting and where decisions feel most difficult today. From
there, we propose a scope that covers the first three to six
months of work, along with a simple fee structure.
Early workshops focus on mapping how money moves through the
business and which levers you already use to influence results.
This forms the basis for a financial model that is detailed enough
to be useful but light enough to maintain.
As the work progresses, we shift from building understanding to
stress-testing different paths forward. Together we explore
scenarios such as hiring plans, pricing changes or new projects
and capture the implications for cash and profit.
The end goal is a repeatable rhythm of reviews, not a one-off
report. By the end of the initial engagement, your leadership team
knows how to keep the conversation going and when to bring us back
in for deeper support.