Operations & Strategy
KPI dashboards, rolling forecasts, budget vs. actuals, strategic planning, and the operating cadence that gives leadership the visibility to run the business with confidence.
Who This Is For
Operations & Strategy is designed for growing companies that have the financial foundation in place — or need it built — and are ready to add the operating layer: visibility, forecasting, strategic direction, and financial leadership embedded in the business.
Starting at $3,000/mo depending on scope, complexity, and the level of strategic advisory involvement.
Common Client Problems
The financials exist but they are not helping leadership make better decisions.
There is no operating cadence — no dashboards, no forecasts, no budget vs. actuals.
Strategic priorities exist but there is no financial model connecting them to the numbers.
The company is growing but the systems and reporting have not kept up.
Leadership is making important decisions without reliable visibility into the business.
What Is Included
All monthly close, financial statements, accounting oversight, and cash-flow visibility from the Finance & Accounting engagement are included as the foundation.
A live dashboard surfacing the metrics that matter — revenue, margin, cash, unit economics, and operating indicators — updated on a defined cadence and structured to support leadership decisions.
A short-term cash forecast updated regularly to give management early visibility into upcoming pressure points, timing gaps, and funding needs.
Annual operating budgets built to reflect the company's actual structure, with ongoing variance tracking that gives leadership a clear view of where the business stands against plan.
A recurring management report that gives leadership a consistent, structured view of performance, variance, and the decisions ahead — on a monthly cadence.
We help translate the founder's vision into a practical operating direction — multi-year financial models, 90-day priority roadmaps, scenario planning, and the strategic direction the company can actually execute.
Selecting and implementing the right accounting, reporting, and operational systems for the company's complexity — and optimizing what already exists.
Modeling hiring decisions against financial capacity, revenue projections, and operating targets so growth decisions are grounded in the numbers.
Regular senior C-Suite leadership hours (CEO · CFO · CMO · COO) — participating in key decisions, advising on pricing, structure, and operations, and providing the executive judgment that supports a growing leadership team.
Pricing & Engagement
Pricing depends on the scope of services, the complexity of the business, reporting requirements, and the level of strategic advisory involvement required.
Common Questions
Finance & Accounting builds the foundation — reliable books, accurate statements, and cash visibility. Operations & Strategy adds the operating layer: dashboards, forecasting, budget vs. actuals, strategic planning, and the senior financial judgment that helps leadership make better decisions.
Not always. If your accounting is already clean and reliable, we can build the operating and strategic layer on top of it. In most cases, we assess the current state and determine the right starting point.
Yes. Operations & Strategy is the natural predecessor to Scale Partner. When a company reaches the point of needing deeper financial leadership, investor preparation, or capital readiness, the engagement can expand accordingly.
Starting at $3,000/mo, depending on the scope of services, the complexity of the business, and the level of senior advisory involvement required. We define scope clearly before work begins.
Get Started
Understand where your company stands and what needs to be built to operate with real discipline.