A clear 90-day plan for your finance system, in ten days.
Choose the one to three areas where finance most needs to improve. I find out what's really holding them back and hand you a roadmap your team can start the following Monday. Your team spends the next quarter making progress instead of deciding where to start.
$5,000 · 10 business days · Satisfaction guaranteed. Led by Brett Hampson, former VP of Finance and author of The FP&A OS.
Your team is too busy running the month to fix it.
Most leaders already know where finance needs to get better. What's missing is the time, an outside view, and the right order to do things in.
Improvement work always loses to reports and requests
In most finance teams, building, refreshing, and fixing reports fills the calendar, and ad hoc requests take the rest. Plenty of those requests turn out not to matter. The work that would make next month easier gets whatever time is left, which is almost none.
- Outside eyes. When you lead the team every day, the way things are done starts to feel like the only way.
- My time, not theirs. I do the assessment, so your team keeps the monthly cycle running.
- The right order. A dozen good ideas go nowhere. Three in the right order go somewhere.
Four things you can use the week after the readout.
A working plan, not a 60-page report. Here's what each piece looks like for a sample company.
A score for each focus area, with the evidence behind it
Each area you choose is scored on my maturity roadmap, from Ad Hoc to World-Class. Every score shows what I saw and where I saw it, so nobody has to take my word for it.
- Where each area stands today, and the 90-day target
- Evidence from your own reports, models, and interviews
- What the next level looks like for your team
Today 90-day target · Click an area for the evidence.
Forecasting
Level 2 · StandardizedThe real reason it's stuck, not just the symptom
You already know the symptom. I trace it back to the handful of causes behind it, show you the evidence, and tie each one to a specific fix on your roadmap.
- Symptoms traced to causes, in plain language
- Root causes separated from contributing ones
- Every cause linked to the fix that addresses it
The executive team doesn't use the forecast to make decisions.
A 90-day roadmap your team can start Monday
Every step in order, with an owner, the weeks it runs, and what "done" looks like. Clear enough that your team can run it without me, and specific enough that you'll know by week 4 whether it's working.
- Steps sequenced so early wins fund later ones
- A named owner and a finish line for every step
- Milestones you can report to your CEO
Click any step to see its owner and finish line.
A readout that ends in decisions
A working session with you and your team. We walk through the findings and the roadmap, answer every question, and leave with the first decisions made. The summary lands in your inbox the same day.
- Your team hears it firsthand, so everyone's aligned
- The first moves decided in the room
- A one-page summary you can forward to your CEO
Sam, the short version: your team is strong, and the forecast is what's holding it back. Fix that first and the other two areas get easier.
Level 2 today. Target: level 3 in 90 days, with a monthly rolling forecast on six drivers.
Level 2 today. Target: root cause on the top 3–5 variances every month.
Your reporting is accurate and on time. That's the foundation everything else builds on.
Name the finance manager as forecast owner
Gives the rebuild one accountable ownerMove the reforecast to business day 8
Lands before pricing and hiring callsRetire the reports nobody opens
Gives the team time back for the rebuildFull roadmap attached. — Brett
90-day roadmap.pdfHow the ten days work
Kickoff
I meet with you to agree on the focus areas and what success looks like. Then I gather what I need to see how the work gets done today, such as recent monthly reporting, the forecast, the reporting and forecast calendars, and the team structure.
Review and interviews
I review the materials and interview the people involved, both the team who does the work and the leaders who rely on it. This is how I find the root cause, not just the symptoms. Interviews are short and scheduled around your team.
Assessment and roadmap
I score each focus area against the maturity roadmap, confirm what's holding it back, and write your 90-day roadmap.
Readout
I walk you and your team through the findings and the roadmap in a working session. You get a practical plan, not a long report, and you leave knowing exactly what to do next.
Expect a few hours of your time and short interviews with your team. I ask only for materials you already have, so no one needs to create anything new.
The roadmap is yours. What happens next is your call.
Run it yourselves
The roadmap is written so your team can carry it out on its own. Many teams do.
Bring me in to build it
The 90-Day Install is real, hands-on work, not just advice. I build what your roadmap calls for alongside your team: for some companies that's the full system, for others one critical rebuild done right. The scope and the promise are set at your readout, and your Assessment fee is credited toward it.
Or I'll tell you I'm not the right fit
If what you need isn't something I do well, I'll say so and point you to someone who does.
On time and worth it. Guaranteed.
You should only pay for an Assessment that delivers. So I make you two promises.
Delivered in ten business days
Your readout and 90-day roadmap are delivered within ten business days of kickoff. If I don't deliver in ten days for any reason, I keep working for free until I do.
Worth more than you paid
If you leave the readout feeling the roadmap isn't worth the fee, tell me. I keep working until it is. If I still can't get there, I refund the full $5,000.
One fixed price. No surprises.
- Ten business days from kickoff
- Focused on the one to three areas you choose
- Paid before kickoff
- Backed by my on-time and satisfaction guarantee
- If you go on to the 90-Day Install, the full fee is credited toward it
- If the Assessment isn't the right fit, I'll tell you before you pay and suggest a better option
A good fit if
- You run the company or lead its finance team
- You run a service business doing $10M to $100M in revenue, and your books close every month
- You have a controller or finance team in place
- You can share recent reporting and the forecast, and make time for short team interviews
Likely not the right fit if
- You need bookkeeping, tax or audit work
- You're mainly looking to choose a software tool
- You need a comprehensive written assessment for documentation purposes
- You'd rather go straight to implementation without an assessment first
- You work in finance and want to learn the approach yourself. The newsletter and The FP&A OS are a better place to start.
Common questions
Which areas can the Assessment focus on?
Any part of the finance system: reporting, analysis, forecasting, business partnering, team and talent, or data and tools. Most leaders choose one to three areas where they want the most progress.
Who does the work?
I do. I'm Brett Hampson, a former VP of Finance and the author of The FP&A OS. The work is not handed off to junior staff.
How much time will this take from my team?
A kickoff meeting, a readout, and short interviews with the people involved. I ask only for materials you already have.
Can my team join the readout?
Yes, and I recommend it. The roadmap is more useful when the people who will carry it out hear it firsthand.
What happens after the readout?
The roadmap is yours, and it's written so your team can carry it out on their own. If you'd like help putting it in place, the 90-Day Install (from $35,000) is hands-on work to build what the roadmap calls for, scoped at your readout. Your Assessment fee is credited toward it. No obligation.
What if I'm not satisfied?
Tell me at the readout. I keep working until the roadmap is worth the fee, and if I still can't get there, I refund the full $5,000. See my guarantee above.
Do you sell or recommend software?
I don't resell software or take commissions on anything I recommend. My newsletter has sponsors, and if I ever recommend one of them, I'll tell you. If a tool would help, I'll say so and explain why.
Apply for the Assessment
Tell me a little about your company and what you'd like to improve. I review every application personally and reply within two business days. Rather just talk? Email brett@forecastingperformance.com.
Thank you. Your application is in.
I'll review it and reply within two business days. If it looks like a good fit, I'll reach out to set up a short call. If not, I'll point you to a better next step.