Forecasts, margin analysis, pricing calculators, dashboards, and the automation around them — built to your numbers, so the work that ate your month-end runs on its own.
Modeling and forecasting first, with the dashboards, calculators, and automation around them.
Driver-based, integrated 3-statement and unit models.
Base / Bull / Bear projections with sensitivity.
Unit economics, contribution, and margin bridges.
What-if pricing tools and decision calculators.
Rolling forecasts and budget-vs-actual.
Decision-grade reporting in Power BI and Excel.
Month-end and refresh pipelines that run themselves.
Investment trackers, journals, and operational ledgers.
Fixed-scope builds or ongoing support — start small and expand when it earns it.
One model, calculator, dashboard, or tracker — scoped and shipped.
A single, well-built asset: a forecasting model, pricing calculator, margin analysis, dashboard, or tracker — modeled to your numbers and fully documented.
Best for — A specific model, calculator, or report you need now.
Get startedConnected models, dashboards, and automation that run your reporting.
The full picture: source pipelines, a driver-based model, dashboards, and the trackers around them — manual month-end replaced by a system that updates itself.
Best for — Replacing manual reporting with one connected system.
Get startedOngoing modeling and analysis on a monthly retainer.
Me on call as your analyst — new models, scenario runs, board decks, and upkeep on everything already built, without the cost of a full-time hire.
Best for — Founders who need analyst firepower, not a hire.
Get startedDocumented, scenario-driven tools — not a black box only I can open.
The actual asset, built to your real numbers.
Toggles and what-if levers you can drive yourself.
Assumptions and logic, written in plain English.
Hands-off updates wherever the data allows.
Wired to your accounting, CRM, or spreadsheets.
A walkthrough and guide so your team can drive it.
A session to pin down the numbers and choices that actually drive the business.
Driver-based logic and calculations, structured and documented.
Dashboards, scenarios, and automated refresh on top of the model.
A walkthrough and docs so your team owns and extends it.
Tell me what's slowing you down. I'll come back with a focused plan, a realistic timeline, and a fixed scope for the first milestone.
Book a free 30-min call →