Choose the one to three areas where you want your team to improve most. We review how the work gets done today and give you an outside view of what's holding the team back, plus a step-by-step roadmap to move forward. Your team spends the next quarter making progress instead of deciding where to start.
$5,000 · 10 business days · Money-back guarantee. Led by Brett Hampson, former VP of Finance and author of The FP&A OS.
Most CFOs already know where they want their team to grow. What's harder is seeing the cause clearly and deciding what to do first.
When you lead the team every day, the way things are done starts to feel like the only way. An outside view spots what has quietly become normal.
Your team's time goes to the close, the forecast, and daily requests. We do the assessment, so your team can keep running the business.
Most teams have a dozen ideas to improve. Knowing which to do first, and why, is what turns effort into visible progress.
We assess the one to three areas you choose, such as forecasting, reporting, or how finance partners with the business. You see where each stands today and what best-in-class looks like, based on the FP&A Maturity Roadmap.
The root causes behind what you're seeing, from someone who has led FP&A at Fortune 100 and PE-backed companies. Specific to your team, not a generic checklist.
The steps to take, in order, with a suggested owner and timing for each. Clear enough that your team can start the following week.
A working session where we walk through the findings and the roadmap together and answer every question, so everyone leaves aligned on what comes next.
We meet with you to agree on the focus areas and what success looks like. Then we gather what we need to see how the work gets done today, such as recent monthly reporting, the forecast, the close and forecast calendars, and the team structure.
We 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 we find the root cause, not just the symptoms. Interviews are short and scheduled around your team.
We assess each focus area against the FP&A Maturity Roadmap, confirm what's holding it back, and write your 90-day roadmap.
We walk you 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. We ask only for materials you already have, so no one needs to create anything new.
You should only pay for a Diagnostic that delivers. So we make you two promises.
Your readout and 90-day roadmap are delivered within ten business days of kickoff. If we don't deliver in ten days for any reason, we keep working for free until we do.
If you leave the readout feeling the roadmap isn't worth the fee, tell us that day and we refund the full $5,000. No debate.
No, but it helps. It takes under 10 minutes and gives us a useful starting point. If you already know which areas you want to focus on, you can apply directly.
Any part of FP&A: reporting, analysis, forecasting, business partnering, team and talent, or data and tools. Most CFOs choose one to three areas where they want the most progress.
Brett Hampson, personally. Brett is a former VP of Finance and the author of The FP&A OS. The work is not handed off to junior staff.
A kickoff meeting, a readout, and short interviews with the people involved. We ask only for materials you already have.
Yes, and we recommend it. The roadmap is more useful when the people who will carry it out hear it firsthand.
The roadmap is yours, and it's written so your team can carry it out on their own. If you'd like our help putting it in place, we're happy to talk about it, with no obligation.
Tell us at the readout and we refund the full $5,000. See our guarantee above.
We don't sell software and we aren't paid by vendors. If a tool would help, we'll say so and explain why.
Tell us a little about your team and what you'd like to improve. Brett reviews every application personally and replies within two business days.
Brett will review it and reply within two business days. If it looks like a good fit, he'll reach out to set up a short call. If not, he'll point you to a better next step.