The story behind
the numbers.
Performance against plan, the drivers behind it, and the questions that need attention. A written interpretation alongside the financial pack.
For owner-led businesses · $3M to $30M
Fractional FP&A,
automated.
Know what changed.
Understand why.
Decide what to do next.
I turn your financial data into a clear monthly read and a plan for what comes next. Then I automate the repeatable work, so the next month starts further ahead.
Kenneth GillDirector-level FP&A experience.
Work directly with me, on retainer or by project.
KGHow good finance talksIllustrative
Sales are growing.
Why isn't profit?
Reporting
Revenue is up. Gross margin is down.
Diagnosis
More sales are coming from work that takes longer to deliver. The blended margin hides it.
Decision
Review the scope and price of that work before pursuing more of it. Track contribution by service next month.
The recommendation comes with its inputs, assumptions, and a next action.
8 yearsFP&A experience, from Junior Analyst to Director
$15M–$250MBusiness-unit P&Ls supported
15+ automationsBuilt in an internal finance role
Your files. Your process.Reporting designed to be understood and handed over
The gap between books and decisions
Your books explain the past.
Your finance lead helps plan the next move.
Your bookkeeper closes the month. You still need to know which work earns its keep, what changed in the forecast, and whether the next hire makes sense.
The story behind
A forecast you
can question.
Business drivers and assumptions made visible. Test hiring, pricing, or demand changes before committing to them.
Less rebuilding.
More continuity.
Repeatable preparation, consistent KPI definitions, and a record of decisions. A documented workflow for the following month.
DeskRootBuilt by Kenneth Gill
I built DeskRoot.
Then built my finance
practice on it.
Good automation needs to understand the business behind the numbers.
DeskRoot is the file-based framework I created to give AI work that foundation: business context, repeatable procedures, a record of decisions, and a system for keeping it current.
For your engagement, I adapt it to your revenue drivers, KPI definitions, reporting process, and the decisions you need to make. The next cycle builds on that knowledge.
From your business to a repeatable workflowIllustrative finance setup
Start with how you work.
Your revenue streams, cost drivers, definitions, source systems, and approval rules become the brief the assistant works from.
business-context · KPI definitions · operating rules
Repeat the useful work.
Use documented procedures to prepare reports, refresh models, and file new assumptions and decisions as the work happens.
report preparation · forecast updates · decision log
Keep the system current.
Configure recurring reviews to flag stale context and workflow drift. I review the outputs and own the financial recommendation.
scheduled reviews · exceptions · next actions
DeskRoot organizes the work. Data connections and scheduled runs are configured in the agreed tools as part of your scope.
Two ways to work together
Ongoing judgment.
Or one well-defined build.
If your reporting foundation is ready, we can begin with a retainer. If it needs work first, we scope the build.
Ongoing finance support
Your monthly
finance lead.
For the decisions that keep coming: performance, forecasts, hiring, pricing, and what changed this month.
- A monthly financial pack and written interpretation
- Forecast updates and agreed scenario analyses
- Owner review, priorities, and follow-through
- Maintenance of the reporting workflow
$1,500–$3,000 / monthFocused scope · 5–10 hours of monthly capacity
$4,000–$8,000 / monthBroader support · 15–30 hours of monthly capacity
A monthly fee for an agreed scope and capacity. Priorities and additional work are agreed together.
Discuss ongoing supportProject · Owner’s numbers, automated
Build the missing
piece first.
For a reporting foundation, a forecast rebuild, or a specific decision that needs a defensible model.
- One defined problem and written deliverables
- Source inputs, assumptions, and calculations
- A recommendation and practical handoff
- The models and procedures you keep
$3,000–$6,000 / projectFixed-fee band · planned timeline: 3–5 weeks
Final scope, price, and dates depend on the question, data readiness, and systems. Ongoing support is optional.
Discuss a projectExperience behind the approach
A healthy average.
A better question.
Which customers should we actually spend more to acquire?
A blended customer-value metric looked healthy. Breaking it down by customer size and type showed which groups spent more, stayed longer, and expanded faster at a similar acquisition cost.
Marketing shifted campaigns and SEO toward those cohorts. As the mix changed, the blended ratio improved.
Example from my internal FP&A experience at a PE-owned software company. Not a consulting-client case study.
More about my experienceStart with the decision
What do you need your
numbers to tell you?
A hiring decision, a margin question, or a monthly view you can trust.
Tell me where you are stuck.