Five engagements. Fixed fees. Defined outcomes.

Every engagement is scoped around a question the business needs answered and delivered with documentation you keep. One pricing rule across all five: a fixed fee, scoped on the introductory call and agreed before work begins.

Financial Diagnostic

Where does the business actually make and lose money?

What's delivered

  • Margin and unit-economics analysis by product, channel, or client
  • Cash-flow review and working-capital assessment
  • A KPI baseline the business can keep measuring against
  • Written findings and a working session to walk through them

The usual starting point. Findings often become the brief for a model build or retainer.

2 to 3 weeks

Financial Model Build

What happens to cash under the decisions you're weighing?

What's delivered

  • A driver-based operating model built around how the business actually earns
  • Scenario and sensitivity analysis on the decisions at hand: hiring, pricing, funding, expansion
  • Documentation and a handover session; the model is yours to run

Built to be operated by you, not to create dependency on me.

3 to 6 weeks

Fractional FP&A Retainer

Who keeps the numbers decision-ready every month?

What's delivered

  • A monthly reporting pack: performance against plan, variances explained in plain language
  • A rolling forecast updated as the facts change
  • Async access for finance questions between cycles

The ongoing form of the practice: a finance function without the headcount.

monthly, cancel with 30 days' notice

Credit & Risk Analytics

Can you price and predict default better than judgment alone?

What's delivered

  • Scorecard or model development on your loan-book data
  • Validation and performance analysis, documented to a standard reviewers accept
  • Feature-level interpretability, so credit officers can see why a score is what it is
  • Deployment support and handover

For lenders and fintechs. See the deployed credit model in Case Studies.

scoped per engagement

Systems & Decision Infrastructure

What if the answer is a tool your team uses every day?

What's delivered

  • Design and build of internal financial systems: assessment engines, compliance tooling, reporting infrastructure
  • Statutory or policy logic encoded into software with a full audit trail
  • Documentation, training, and a staged handover your team can operate without me

The engagement behind the federal revenue authority case study.

scoped per engagement

How engagements run

01

Introductory call

Thirty minutes on what you are trying to decide and whether an engagement fits. If it doesn't, I say so.

02

Fixed-fee proposal

A short written scope: the question, the deliverables, the timeline, the fee. No hourly billing, ever. The fee is fixed before signature.

03

Delivery

Work proceeds asynchronously with scheduled checkpoints. You see findings as they form, not only at the end.

04

Documented handover

Every engagement ends with artefacts you own and can operate: the model, the documentation, the methodology.

Not sure which engagement fits? That is what the introductory call is for.