Services

Finance support built around decisions—not deliverables for their own sake.

Start with a diagnostic, build the operating system, or add ongoing planning support. Scope expands only when the business case is clear.

Recommended starting point

01 · Fixed-scope assessment

Financial Clarity Diagnostic

Fixed fee: $950

Designed for one operating business with reasonably current financial records. Additional entities, significant bookkeeping cleanup, or unusually complex analysis are scoped separately.

Discuss the diagnostic

Best for

Owners who know the numbers are not telling the full story but need an objective starting point before committing to a broader project.

Questions it can answer

Why does cash feel tighter than the income statement suggests?
Where are reporting and control gaps creating risk?
Which financial priorities deserve attention in the next 90 days?

Typical deliverables

Financial health assessment
Cash-flow and working-capital observations
Profitability and margin review
KPI and reporting-gap recommendations
Prioritized 90-day action plan
Owner review session

02 · Project engagement

Forecasting & Management Reporting Build

Typically $3,500–$7,500

Final pricing depends on data condition, entity structure, reporting complexity, and the models required.

Discuss the build

Best for

Businesses with usable accounting records that need a forward-looking plan, a management dashboard, and a consistent review process.

Questions it can answer

What happens to cash if sales slow, hiring accelerates, or collections slip?
Which metrics should the owner and managers review each month?
What assumptions must hold for the annual plan to remain achievable?

Typical deliverables

Annual budget or rolling 12-month forecast
13-week cash-flow model
Budget-versus-actual reporting
Management KPI dashboard
Scenario and sensitivity model
Monthly review guide and handoff

03 · Monthly partnership

Ongoing FP&A Support

Typically $1,750–$3,500 per month

Ongoing engagements begin with an initial three-month commitment and are scoped according to reporting complexity, meeting cadence, and decision-support needs.

Discuss ongoing support

Best for

Growing companies that need recurring financial planning and owner decision support but do not yet need a full-time finance employee.

Questions it can answer

Where did performance diverge from plan, and why?
What needs to change before the next hiring or capital decision?
Which operational trends require action now rather than next quarter?

Typical monthly rhythm

Monthly performance review
Forecast and cash-plan updates
Variance and margin analysis
Scenario modeling for active decisions
KPI dashboard maintenance
Owner strategy meeting

What this is—and is not

Decision support complements your accounting and tax professionals.

Keltner Financial focuses on planning, analysis, forecasting, and management information. We do not replace bookkeeping, tax preparation, audit, legal advice, or investment advice.

Where a question belongs with a CPA, attorney, lender, or other specialist, we will say so directly.

Not sure where to start?

Begin with the decision that feels expensive, uncertain, or overdue.

Start a conversation