We create the condition most companies never have: every week, you know what's working, what's slipping, and what to do about it.
Not a report. Not a login. An operated rhythm — clarity delivered every week, signed by a named CFO-level expert.
The drivers behind margin and cash made explicit, with targets — where the business is going and what carries it there.
Targets land with the people who move them. Every lever has an owner; nothing lives only in a spreadsheet.
The drivers behind margin and cash, measured and refreshed every week — gaps, pace, and an honest rolling outlook.
A facilitated performance review on a set rhythm: variance traced to causes, not culprits. Decisions logged, not re-argued.
Actions tracked with owners, due dates, and aging — so the same problem never gets re-explained twice.
FP&A (financial planning & analysis) is the forecasting-and-planning function big companies staff — and most owner-led companies never get. We run it for you, signed by a named CFO-level expert.
The analytical layer your bookkeeping is missing.
The operated loop — with a live weekly view your leadership team uses between meetings.
A weekly behavior memo — and us beside you every week to act on it.
Flat monthly fee. No hourly billing, no setup fee, cancel with 30 days' notice. Every deliverable is reviewed and signed by a named CFO-level expert — and we answer for it. Full pricing details →
Real engagements, told from the working record — anonymized, dated, and verified.
A corporate travel agency brought on BModelr in July 2025. Twelve months later its driver view had priced a fee schedule, absorbed the loss of the firm's largest account, and launched a new division that runs inside the loop from day one. That's a year of working side by side.
A home-care agency went live on The Performance Loop the week it started operating. Its care team just types what’s happening into the channels they already use — and every Friday since launch, the owner’s brief has shipped. No retrofit. No archaeology. Born in the loop.
Nothing reaches you unsigned. A named CFO-level expert signs the analysis, the outlook, and every recommendation — and answers for them when they're wrong.
We track and share our own forecast error against actuals. Ask your current advisor for theirs.
The management system we install for clients is the management system we run ourselves — cycle time, action closure, and forecast reliability, measured and reviewed.
Review held within 9 business days of your books closing. Every cycle. That's the standard we hold ourselves to.
A free 45-minute working session where we identify and price the top 2–3 gaps between how the business runs and how it could run. No fee, no commitment, no prep required.
Jeff will reach out personally to set up the call.