Virtual finance partner services for clear decisions
As your accounting partner and business advisor, we help owners and leadership teams understand what is happening,
agree on what matters, and act quickly. Expect a Decision-Making Report, Monthly KPI Monitoring, and a Cash Flow Plan
that turns data into next steps.
From scattered data to a clear decision agenda
Smart Conversations are built on clarity and alignment. As your finance partner, we turn reporting and
forecasting into action plans so your leadership team agrees on the story and the next move.
One version of the truth
Consistent definitions, visuals, and commentary so your team aligns quickly.
Decisions with context
Cash Flow Plans and Business Growth Plans that show tradeoffs before you commit.
Action-ready meetings
Every Decision-Making Report ends with owners, timelines, and next steps.
Three services, one decision-ready system
Start with the essentials and expand into a full finance partner cadence as your business grows.
Executive scorecard
Focus on the few metrics that predict outcomes, with commentary your team can use.
- KPI scorecard by business driver
- Trend and variance insights
- Owner-ready commentary
Leadership-ready reporting
Monthly packs that explain what is happening and recommend the next move.
- Leadership reporting pack
- Cash and profitability lenses
- Action list with owners
Scenario planning
Forward-looking plans tied to hiring, pricing, and growth decisions.
- Quarterly plan refresh
- Hiring and margin scenarios
- Runway and cash planning
Next meeting: confirm priorities. Next 30 days: deliver Monthly KPI Monitoring. Next quarter: update the growth scenario.
Five award-winning products power decision-ready reporting and planning for your business or franchise
REPORTING
Decision-Making Reports with consolidation, visuals, and KPI commentary.
FORECASTING
Cash Flow Plans with three-way forecasting, budgeting, and scenarios.
DASHBOARD
Monthly KPI Monitoring with fully customizable dashboards.
MULTI
Benchmarking, ranking, and KPI comparisons for franchises.
SUSTAIN
ESG reporting templates customized for stakeholder expectations.
In 30-60 days you know the story and the next move
We establish a stable cadence that keeps the team confident. Every meeting becomes a decision meeting,
not a data meeting.
- Decision-Making Reports in a repeatable cadence
- Clarity on cash, margin, and the real growth drivers
- Aligned priorities across finance, sales, and operations
- Decisions backed by Cash Flow Plans and scenarios
Here is how we execute each month
Listen and assess
Audit your close, reporting, and decision cycle.
Define action plans
Define KPIs, templates, and Decision-Making Report structure.
Deliver
Ship Monthly KPI Monitoring, Decision-Making Reports, and Cash Flow Plans.
Decide
Run meetings with a clear decision agenda and accountable owners.
Spotlight visuals carousel
Auto-rotating visuals so prospects see the story without extra clicks.
Next meeting: align the decision agenda. Next 30 days: finalize the Decision-Making Report. Next quarter: refresh the Cash Flow Plan.
Leadership teams want clarity, not more spreadsheets
“We finally had the same story across the leadership team. The Decision-Making Report made decisions faster
and more aligned within a month.”
Operations leader, advisory client
Client-facing pricing for finance partner services
We start with two months free to prove value, then move into a clear, transparent pricing path with your finance partner.
Dashboard packages
Freemium – $100Monthly
Performance
Highlight revenue, profit, and cash with high-level commentary.
- Revenue, profit, and cash overview
- Executive summary commentary
- Delivered monthly
Freemium – $200Monthly
Resilience
Highlight three key areas of the business with high-level commentary.
- Three core performance areas
- Risk and opportunity highlights
- Delivered monthly
Most popular
$250 per meetingPer meeting
Classic
Highlight key metrics with a regular decision agenda discussion.
- Meeting-ready KPI pack
- Live discussion facilitation
- Action list and owners
Specialty services
$250 – $1,000 per reportPer report
Decision-Making Report
Comprehensive decision-ready reporting pack for leadership and stakeholders.
- Visualized management reporting
- Consolidation-ready views
- Narrative commentary
$500 – $5,000 per monthMonthly
Decision-Making Report + Advisory
Decision-Making Report plus meeting facilitation and action planning.
- Report + monthly meeting
- Decision agenda and follow-up
- Best for leadership teams
$500 – $5,000 per monthMonthly
Cash Flow Plan
Forecasting with scenarios and cash flow visibility.
- Scenario planning
- Cashflow visibility
- Quarterly refresh cadence
Custom – size dependentBased on complexity
Consolidation & Benchmarking
Consolidated reporting, ranking, and benchmarking for multi-entity firms.
- Consolidation-ready reporting
- Ranking and benchmarking
- Pricing based on complexity
Questions prospects ask before saying yes
Clear answers that remove risk and align expectations.
Download a sample Decision-Making Report
See how the narrative, metrics, and next steps come together.
Sample Report
Sample Business Performance Report (Quick View)
A concise report that show whether the business is meeting the targets for the year.
Sample Report
Sample Resilence Report
A report monitor that shows the current financial position of the business.
Sample Report
Sample Campbell Cash Flow Plan
Scenario planning and cash flow visibility that clarifies tradeoffs.
Sample Report
Sample Multi/Consolidations Report
Benchmarking and ranking views to compare performance across locations.
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