FP&A for privately held companies
Charlie shows up day one ready to go, with twenty years of experience behind him. Trained at Merrill Lynch, then deployed in organizations ranging from Fortune 500 to mom-and-pops, on matters from complex inventory analysis to buy- and sell-side transaction support. Then we train him on your business, and Charlie gets smarter about it with every conversation.
See how it works
How Charlie reads a general ledger, builds the statements and explains what changed.
Recorded earlier in the build. The features have evolved since, and we have kept teaching Charlie — the demo company shows where things stand today.
The service model
One is a standing analyst you pay for monthly. The other is something we design and build around you. Both run on a Charlie trained on your company.
01 — Subscription
Starting as low as
$50 / month
First three months free.
Coming soon — a rolling 13-week cash forecast built from connected bank activity.
02 — Projects
Investment
Pending conversation
We scope and size it together on the first call.
The build solves today's need. Your company's Charlie keeps the logic and decisions behind it. See budgeting & forecasting and multi-entity consolidation.
Other services
Each one starts from your own books and a short conversation. Read the page first, or bring the question straight to Charlie.
A budget that locks once approved, then reforecasts that show what changed since the last one and why.
Draft full-year estimate live
Learn moreThe company budget carried down to salespeople and practices, and approved forecasts carried back into your accounting system.
Led by Charlie Harrison
Learn moreSeveral entities brought into one set of statements, intercompany eliminated, every line traceable back to its books.
Taking first projects
Learn moreThirteen weeks of money in and money out, built from your own bank activity and refreshed weekly.
In build
Learn moreThe experience behind Charlie
The model already brings financial analysis, mathematics and statistics. What it cannot find on its own is an operating professional's sense of which few measures matter, what a change actually means, and what acting late costs a company. Pairing the two is what makes the work useful to a business owner and the management team around the table.
Statements, ratios, unit economics, working capital, cash and covenant mechanics.
Variance decomposition, distributions, regression and scenario ranges.
What is normal at this size, what is noise, and what a management team should act on.
Charlie learns only what has been reviewed. Nothing about his method changes from a conversation alone.
A few minutes, typed or spoken. Confidential.
Charlie turns the conversation into a one-page brief: what you're trying to do, what data you have, and how big the job is.
We meet with the brief already in hand, so the hour goes to your business, not background.
Once we've scoped the work, we open your access and start training your Charlie on your business.
