For companies generally over $1 million in revenue where the company wants to constantly be looking forward based on a more robust analysis of both prior results and new information.

Estimated Monthly Recurring Cost: $1,000-$6,000 per month

Pricing: $140 - $200 per hour

Example of duties we perform:

• Budgeting and forecasting
• Strategic planning, discussion, and analysis
• Analysis of actual vs budget variances
• Income tax projections

Pricing: $125 - $200 per hour

Example of projects we do:

• Analyze company financial management function and provide recommendations
• Accounting system implementation
• Financial process improvement
• Reporting development
• Financial model development
• Power BI Development
• Automation using ODBC and visual basic programming
• Database development in SQL, Microsoft Access, and Airtable
• Sophisticated excel spreadsheet development

Great for clients who need valuation, forecasting, budgeting, or scenario planning.

Pricing: $150 - $200 per hour; Fixed fee pricing available upon request.

• Custom multi-year forecasting models (P&L, cash flow, balance sheet integration)
• Valuation models (DCF, EBITDA multiples, revenue multiples)
• Sensitivity & scenario analysis dashboards (best/worst/expected)
• M&A and investment decision models
• Dynamic monthly close & KPI tracking models
• Executive-ready outputs with charts, summaries, and automated assumptions tabs

For turning raw accounting/operational data into executive insights.

Pricing: $150 - $200 per hour. Fixed fee pricing available upon request.

• Full Power BI report development (finance, operations, HR, sales, etc.)
• Complex DAX measure creation & optimization
• Row-level security (RLS) modeling
• Integration with SQL Server, SharePoint, OneDrive, and cloud apps
• Self-service dashboards with drill-through and analysis-ready models
• Automated refresh pipelines & governance setup

Perfect for clients drowning in manual QuickBooks processes or needing custom reporting.

Pricing: $150 - $200 per hour. Fixed fee pricing available upon request.

• Automated data extraction via QODBC for real-time reporting
• Custom KPI dashboards tied directly to QuickBooks data
• SQL-driven automation (journal entries, rollups, reconciliations)
• Multi-company consolidation models
• Eliminating manual exports & spreadsheet maintenance
• Building system integrations between QuickBooks and CRMs, ERPs, or Excel

A great sell for clients stuck in Excel hell.

Pricing: $150 - $200 per hour

Example of tasks we can perform:

• Convert messy spreadsheets into clean, relational databases
• Custom Access front-ends with search forms, validation, and automation
• VBA programming for workflows, email generation, and reporting
• SQL Server back-end migration for scalability
• Automated imports from CSV, Excel, SharePoint, Power BI, and APIs
• Multi-user systems with permissions, tracking, and audit logs