The Performance Loop · Flat Monthly Fee

Three tiers. One operated system.

Every tier is delivered by a named senior operator who signs the work. FP&A is deliverables plus one monthly session — financially driven, no software surface. FP&A+ adds the live, interactive view your leadership team uses between meetings, with the loop run for you. FP&A + Behavior Support adds a weekly behavior memo, with us beside you weekly to act on it — offered by qualification.

Tier 1 · FP&A

FP&A

The analytical layer your bookkeeping is missing.

$2,500/month

Your books close; nobody interrogates them. FP&A adds the discipline above the close: a driver-based view of the business, a monthly variance analysis traced to causes (not anecdotes), a rolling 12-month outlook refreshed every cycle, and a monthly working session with a senior operator who has run finance for companies like yours. Everything is prepared, reviewed, and signed by a named expert.

  • Driver map of the business — the levers behind margin and cash, made explicit
  • Monthly analysis: what moved, why, and what it means, delivered within days of close
  • Rolling 12-month outlook, refreshed monthly — an honest estimate, never a hope
  • One monthly review meeting with your senior operator

Fit: the first management layer above bookkeeping. You run your own team meetings; we arm you. No software surface at this tier — deliverables plus the monthly session, financially driven.

Start with FP&A
Tier 2 · FP&A+

FP&A+

The operated loop — with a live, interactive view of your business your leadership team uses between meetings.

$4,500/month

Everything in FP&A, plus the loop is run for you and made visible. You and your leadership team get a live, interactive view of your drivers, priced gaps, and outlook — updated every cycle, built specifically for your business — that you take into your own team meetings. We facilitate a structured monthly performance review: variance traced to drivers, decisions logged, actions tracked with owners and due dates, nothing re-explained twice.

  • Everything in FP&A, plus…
  • A live, interactive view of your drivers, gaps, and outlook — for you and your leadership team, updated every cycle
  • Two meetings per month, including a facilitated leadership performance review
  • Operational + sales levers integrated with the financials — the full value chain, not just the P&L
  • Decision & action log with owners, due dates, and aging — visible to the whole team
  • Priced gap ledger: the distance between how the business runs and how it could run, in dollars of profit and cash

Fit: the core offering. You want the management cadence run professionally and the whole leadership team on the same page.

Start with FP&A+
Tier 3 · By Qualification

FP&A + Behavior Support

A weekly behavior memo — and us beside you every week to act on it.

$6,500/month

For leadership teams ready to move the needle weekly, not monthly. Everything in FP&A+, plus a weekly behavior memo: what the operating signal and the numbers say should change this week, in which process, by whom. We are involved every week — helping the team execute the memo or adjust it when reality pushes back. Compounding behavior change between monthly reviews, aimed at the highest-value processes first.

  • Everything in FP&A+, plus…
  • The weekly behavior memo: this week's highest-value change, grounded in the team's own signal and numbers
  • Weekly working involvement from us — execute or adjust, together
  • Process improvement support: SOPs proposed, trialed, measured against a target — more output, fewer errors, same hours

Availability: limited. Offered by qualification to teams with an established review cadence — typically graduating from FP&A+.

Request Qualification

Flat monthly fee. No hourly billing, no setup fee, cancel with 30 days' notice. Every deliverable is reviewed and signed by a named senior operator — and we answer for it.

Getting started takes about three weeks, not months.

We build the driver view of your business first — from a working session with you plus industry benchmarks — so the first insights arrive before perfect data does. Estimates are enough to find the biggest gaps; precision follows.

“But we already have…”

You probably do. Here's why it hasn't solved this.

A bookkeeper / outsourced accounting
They close the books. They produce records, not decisions.
A tax CPA
Optimizes a filing, once a year. Nothing about how the business runs.
A fractional CFO
Valuable judgment, sold by the hour — unscoped, person-dependent, hard to buy. This is a defined system with defined deliverables at a defined price.
A BI tool / dashboard
A dashboard nobody reviews changes nothing. The product is the operated loop — the review, the decisions, the follow-through.
“We'll just use AI”
Machines can compute a variance. They can't sign a recommendation and answer for it, hold a leadership team accountable in a review, or say “we've seen this pattern in your own history.” You pay for judgment with accountability.

Built for owner-led service companies.

Who it's for

Founder- or owner-led service and operating companies, $3M–$60M revenue, whose revenue is delivered by a deployed workforce — technicians, caregivers, guards, agents, installers, crews, or project staff.

Labor is the largest cost, margin is decided at the job, client, or contract level, and there's no full-time FP&A function above the bookkeeping. Field & technical services, security, home care, installation, A&E firms, travel management, agencies, MSPs.

Who it's not for

Hourly-billing licensed practices (law, CPA, medical). Pure e-commerce or product companies with no service arm.

Companies with a full FP&A team already in place. Pre-$3M businesses.

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