Data Cleanup
Your records cleaned, organized, and explained — with a simple system to keep them that way.
Starting at
$2,000
Get started →Services and pricing, in plain language.
No jargon, no mystery fees. Here's what we do, what you get, and what it costs to start.
Service · 01
FP&A & Forecasting
FP&A stands for financial planning & analysis — in practice, it means knowing where your money is going before it goes there. We build budgets you'll actually follow, cash-flow forecasts that warn you early, and simple answers to "what happens if?" questions: What if we open Saturdays? What if we raise prices a dollar? What if we hire one more person?
A good fit if: you make decisions from your gut and your bank balance, and you'd like a clearer picture before the next big call.
Service · 02
Dashboards & Reporting
One page, current numbers, no digging. We build dashboards that show the handful of numbers that actually run your business — sales, labor, food or inventory cost, cash — and we build them in tools you already own before suggesting anything you'd have to buy.
A good fit if: the information exists somewhere — the register, the bank, a pile of spreadsheets — but pulling it together takes a weekend you don't have.
Service · 03
Data Cleanup & Analysis
Messy data isn't a character flaw — it's what happens when you're busy running a business. We take the tangle of POS exports, spreadsheets, and statements, clean it up, organize it, and then tell you what it says: which items earn their keep, which days quietly lose money, where the slow leak is.
A good fit if: you suspect the answers are in there somewhere, but every time you open the spreadsheet you close it again.
Pricing
Start with a project, or partner with us monthly.
One-time projects have a clear scope, a fixed price, and a finish line. Ongoing partnerships keep the numbers fresh month after month. Many clients start with a project and grow into a partnership.
One-time projects
Dashboard Build
A one-page dashboard of your key numbers, built in tools you already own, with a walkthrough.
Starting at
$3,500
Get started →Budget & Forecast Build
A working budget and cash-flow forecast, built around your business and ready to use.
Starting at
$4,000
Get started →Ongoing partnership
Essentials
Your dashboard kept current, plus a monthly review call to walk through what the numbers say.
Starting at
$950 / month
Get started →Growth Partner
Everything in Essentials, plus forecast updates and a monthly working session on your next decision.
Starting at
$1,950 / month
Get started →FP&A Partner
Everything in Growth Partner, plus quarterly planning sessions and on-call "what if" modeling when decisions come up.
Starting at
$3,500 / month
Get started →Every engagement starts with a free consultation. Prices are starting points — we'll scope the work to your business and agree on the number before anything begins.
How it starts
Three steps, no pressure.
1
Free consultation
We talk about your business and your questions. No charge, no obligation, no homework.
2
Clear scope & price
You get a short, plain-language proposal: what we'll do, what you'll get, and what it costs.
3
Work begins
We get to work, keep you posted, and finish what we scoped. No surprise invoices.
Not sure which fits? That's what the free consult is for.
Tell us what's keeping you up at night — we'll tell you honestly whether and how we can help.
Book a free consultation