How it works

Clear scope.
Visible progress.
A useful handoff.

Remote work, with communication built around the decisions and deliverables. The cadence is agreed before the work begins.

Start here

First, understand
the decision.

Send a short note or book an intro call. Tell me what the business does, where the numbers live, and what you cannot answer today.

Then we establish fit, data readiness, and whether you need ongoing support or a defined build. The written scope sets deliverables, fee, responsibilities, review points, and access.

A business summary is enough for first contact. Source financial files belong in an agreed engagement workflow.

Ongoing retainer

A monthly
decision rhythm.

  1. Agree the baseline

    Confirm inputs, definitions, reporting dates, priorities, and the review cadence.

  2. Prepare and check

    Refresh the agreed reporting, compare results with the plan, and investigate unexpected movements.

  3. Read it together

    Review the interpretation and recommendations. Agree what to act on, who owns it, and what needs another look.

  4. Carry it forward

    Update the forecast, assumptions, and decision record. Review the reporting workflow for drift and prioritize the next cycle.

Defined project

A focused build.
A clear finish.

  1. Define the answer

    Set the question, outputs, source data, fee, and acceptance criteria.

  2. Build with review points

    Prepare the model or workflow. Share progress and questions at the milestones agreed in the scope.

  3. Validate the work

    Trace figures to inputs, test assumptions, and resolve or flag data gaps before handoff.

  4. Put it in your hands

    Walk through the outputs, update procedure, and maintenance responsibilities. Planned timeline: 3–5 weeks, confirmed after scoping.

Start 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.

Get in touch