Home About Services Industries Contact

Financial & Operational Advisory

Budgets, forecasts, project trackers, and SOPs your team will actually keep using.

Northbridge helps growing companies fix the reports, models, workflows, and project numbers leadership uses every month. Founder-led. St. Louis based. Remote engagements available.

See our work Start a conversation
$0K Recoverable margin identified for a recent client in 6 weeks
0+ years Combined Deloitte and Stifel experience
0 Defined service offerings, each scoped to a working deliverable
0% Founder-led engagements, no junior handoffs

Recent work

What this looks like in practice.

Professional Services Georgia

$40,000 in recoverable margin, surfaced in six weeks.

A 35-person Georgia-based professional services firm could not explain why project margin was slipping month to month. We built a project cost tracker connecting budget, actuals, committed spend, and forecast-to-complete across active engagements. Within six weeks, leadership had a monthly review they trusted and identified approximately $40,000 in recoverable margin on fixed-fee projects.

Project Cost Tracker Dashboard Buildout Monthly Reporting Routine
Project-Based Midwest

$95,000 in projected overruns avoided before close-out.

A regional engineering services firm tracked active jobs by invoices paid and budget remaining, which kept overruns invisible until close-out. We layered committed spend, burn rate, and forecast-to-complete onto the existing project files. The first reporting cycle surfaced two jobs trending over budget with enough runway left for staffing and scope adjustments. Those staffing and scope adjustments avoided roughly $95,000 in projected overruns before the final cost arrived.

Project Cost Tracker Forecast-to-Complete Workflow Map
"Project margin became visible before close-out, when the team still had time to act." Engagement outcome, regional professional services firm

Services

Six defined work products. Scoped to what your team keeps.

01

Budget & Forecast Package

One planning file with actuals, forecast, variance, and assumptions.

View service 02

Project Cost Tracker

Budget-to-actual, burn rate, scope risk, and forecast-to-complete.

View service 03

Workflow Map & SOP Set

Current state, future state, ownership, controls, and instructions.

View service 04

Dashboard Buildout

Metric definitions, source data, layout, and review cadence.

View service 05

Finance Operations Cleanup

Cleaner source files, reporting templates, and month-end packages.

View service 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.

View service

How we work

A four-step engagement, not a transformation program.

Step 1

Discovery

One week. One call, one data sample, one written scope.

Step 2

Build

Two to four weeks. The model, tracker, dashboard, or SOP set.

Step 3

Review

One week. Walkthroughs with leadership and the team who will own the file.

Step 4

Handoff

Documentation so your team runs it without us.

Industries

Where reporting and control problems show up first.

Professional Services Firms -> Project-Based Organizations -> Government Contractors -> Startups & Owner-Led Companies -> Lean Finance Teams ->

Start small

Bring us one report, model, workflow, or project number that needs work.

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

Contact Northbridge