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A focused conversation about where your reporting slows down, and whether the cause is the system, the process, or the data.
Book the callFixed fee$2,500
Systems Diagnostic
A written diagnosis of your reporting environment and a clear design to fix it.
- Current-state map of sources and handoffs
- The structural break, named with evidence
- A recommended design and fixed-fee proposal
Scoped tiers, fixed fee
Implementation
The integrity layer, built in your environment. Priced in scoped tiers by the size of your close, from one model to several, each producing validated extracts and ending in a close reporting package your team owns.
Start with a diagnosticAfter handoffOngoing SupportA monthly retainer for rule updates as your business changes, plus a quarterly enhancement.
Ask about supportHow an engagement works
One defined path. A deliverable at every stage.
- 01DiagnoseThe Diagnostic Report
- 02BuildThe Working Model
- 03ProveThe Reconciliation Report
- 04OwnThe Handoff Package
What you own
Everything stays with your team.
The Master RulebookEvery rule your data follows, written down.
The Governed ModelBuilt on your stack, anchored every period.
Documented WorkflowsAn SOP for every process.
A Trained TeamThe people who run it know why it works.
Before you book
Common questions.
- Will this add work for my team during the close?
- No. The build is scheduled around your close. Your team's time goes to confirming rules and signing off, not rebuilding reports.
- Our systems don't talk to each other. Is that a problem?
- That is the usual starting point. Each source loads as it is, and the model reconciles them on every refresh.
- Will we need new software?
- Usually very little. If anything is needed, such as Power BI licenses, the Diagnostic tells you exactly what and why before you commit.
- Will this replace Excel?
- No. Excel stays where it adds judgment: analysis, rulebooks, and working papers. It stops being the thing that holds the close together.
- What happens when our business changes?
- A change is a new row in the rulebook, not a rebuild. Ongoing support is there if you want it.
- Where does our data stay?
- In your environment. The build lives on your systems, and AI tools are used only within your company's policy.