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Services

Specific work products for finance, projects, reporting, and operations.

We scope the work around what your team needs to run after we leave: a model, tracker, automated report, control routine, or SOP set. Build engagements typically start at $10,000. Narrow diagnostics and controlled AI pilots can start lower. Every scope names the deliverable, decision, owner, timeline, and price.

01

Budget & Forecast Package

We build a driver-based planning model that connects operating assumptions to the income statement, cash needs, headcount, variance, and management decisions.

  • Annual budget and rolling forecast with revenue, cost, cash, working-capital, and headcount drivers, plus a source-to-model map and validation checks.
  • Base, upside, and downside scenarios with the assumptions and decision triggers shown separately.
  • Budget-to-actual and forecast-to-actual bridge by business driver, not only account code.
  • Management pack with KPI definitions, commentary prompts, and decisions due.
  • Version control, update instructions, and a guided first forecast cycle.
Who it is for Owners, operators, and lean finance teams that need one trusted planning file.
Typical timeline 2-4 weeks for a first working version.
Engagement model Defined build sprint or monthly forecast support.
Engagement range $10,000-$15,000 for a defined sprint.
02

Project Cost Tracker

We build a project financial-control system that connects the approved budget, actuals, commitments, earned progress, burn rate, estimate-to-complete, forecast-at-completion, and scope risk.

  • Budget-to-actual and commitment tracker by project, phase, cost category, resource, or workstream, with billing and receivables status where those inputs affect project economics.
  • ETC/EAC and cost-to-complete view with burn-rate, labor-utilization, and remaining-schedule assumptions.
  • Revenue and expense forecast tied to delivery progress and approved scope.
  • Scope-change, risk, issue, and action log tied to expected cost and owner.
  • Executive report with reconciliation controls, variance drivers, decisions due, and a documented review routine.
Who it is for Project-based teams that cannot explain cost status from invoices alone.
Typical timeline 2-3 weeks for the tracker and first report.
Engagement model Build sprint, diagnostic, or monthly project controls.
Engagement range $10,000-$12,000 for the build; $2,000-$4,000/month for ongoing reporting.
03

Workflow Map & SOP Set

We trace how work actually moves, find the control gaps and rework loops, then design the owner map, future-state workflow, and SOP set.

  • Current-state map with owners, systems, inputs, outputs, approvals, and handoffs.
  • Root-cause and issue log covering delay, rework, duplicate entry, reconciliation breaks, and missing controls.
  • Future-state map with a RACI, control points, exception paths, and measurable cycle-time target.
  • SOPs with screenshots, source requirements, review checks, and escalation rules.
  • Implementation backlog with priority, owner, due date, and adoption check.
Who it is for Teams where the process lives in memory, inboxes, or one employee's spreadsheet.
Typical timeline 2-5 weeks depending on process count.
Engagement model Diagnostic followed by a defined redesign sprint.
Engagement range $5,000-$15,000 depending on scope.
04

Reporting Automation & Dashboard Buildout

We turn a recurring management report into a controlled data flow with source lineage, automated refresh, validation, exception handling, and a review view built around the decisions leadership must make.

  • Source-to-output data model showing inputs, transformations, calculations, owners, and refresh cadence.
  • Automated refresh in Excel, Power Query, Power BI, Tableau, or the client's existing tool.
  • Validation and reconciliation checks with an exception log for missing, late, or mismatched data.
  • Metric dictionary with formula, threshold, drill-down, source, and accountable owner.
  • Management review view with variance commentary, actions, owners, due dates, and a documented runbook.
Who it is for Leaders who get activity updates but still lack a clear view of performance.
Typical timeline 2-4 weeks for requirements, build, and review.
Engagement model Requirements and build sprint with first-cycle support.
Engagement range $10,000-$14,000 for requirements through working build.
05

Finance Operations Cleanup

We reconcile the files behind recurring reporting, remove repeat manual work, and install the controls, templates, and refresh steps that shorten the cycle.

  • Report and data inventory with owners, deadlines, dependencies, failure points, and control gaps.
  • Reconciled templates with separated inputs, calculations, outputs, locked formulas, and validation checks.
  • Cleanup rules for duplicate records, inconsistent mappings, broken lookup tables, and unmatched balances.
  • Power Query, Excel, or existing-tool automation for repeat imports, billing and receivables updates, reconciliations, and roll-forwards where useful.
  • Month-end management pack, variance workflow, close and reporting SOP, and owner walkthrough.
Who it is for Finance teams that spend too much time fixing files before analysis can start.
Typical timeline 1-3 weeks for cleanup; monthly support for recurring cycles.
Engagement model Diagnostic, cleanup sprint, or monthly reporting support.
Engagement range $4,000-$12,000 for cleanup; $2,500-$5,000/month for recurring support.
06

AI-Assisted Reporting Workflow

A documented workflow that uses AI to draft monthly variance commentary, project status notes, or SOPs, with a review checklist your team applies before anything goes to leadership.

  • Use-case shortlist ranked by cycle time, control risk, data sensitivity, and owner readiness.
  • Input template and prompt library for variance commentary, project status, scenario summaries, and SOP drafts.
  • Human-review checklist with source checks, exception handling, approval, and an audit trail.
  • Data boundary and tool-use rules for what can enter the workflow and what must stay out.
  • Pilot documentation, baseline-versus-pilot timing, user training, and go/no-go criteria.
Who it is for Teams that want AI help without pushing sensitive work into an unmanaged process.
Typical timeline 1-2 weeks for a controlled pilot workflow.
Engagement model Controlled pilot with measured cycle-time comparison.
Engagement range $3,000-$7,000 for a controlled pilot.

FAQ

Common questions.

One call, one data sample, one written scope before any work begins. You see the deliverable, timeline, and price before you commit.

Both. Most work is remote with weekly or biweekly review calls. In-person engagements available in St. Louis and Atlanta. Remote engagements available nationwide.

We work in the tools your team already uses: Excel, Google Sheets, Power BI, Tableau, Smartsheet, Asana, Monday, and similar. We do not require you to adopt a new platform.

You keep the files, dashboards, SOPs, and documentation. We provide walkthrough sessions so your team can run and update the work without us. Optional monthly support is available if useful.

Yes. We routinely sign NDAs before reviewing any client data or scoping work.

Boundaries

What we do not do.

We keep the scope clear so clients know exactly what Northbridge is and is not.

  • No tax preparation.
  • No audit work.
  • No CPA services.
  • No investment advice.
  • No bookkeeping.

Start small

Start with the work product your team needs to own.

We respond with the likely work product, timing, and first data request.

Contact Northbridge