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Services

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

We scope the work around what your team needs to use after we leave: a model, tracker, dashboard, workflow, SOP set, or reporting routine. Engagements typically start at $10,000 for a defined scope, with a written deliverable at each step.

01

Budget & Forecast Package

We build a planning file and review rhythm that shows budget, forecast, actuals, variance, and the assumptions behind the numbers.

  • Annual budget workbook with assumptions, owners, and version control.
  • Rolling forecast model with revenue, cost, cash, and headcount drivers.
  • Variance report that explains what changed, why it changed, and what to watch next.
  • KPI summary for monthly leadership review.
  • Walkthrough notes so the team can update the file without us.
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 range $8,000-$15,000 for a defined sprint.
02

Project Cost Tracker

We build a project controls file that connects budget, actuals, committed spend, burn rate, scope risk, and forecast-to-complete.

  • Budget-to-actual tracker by project, phase, cost category, or workstream.
  • Burn-rate and forecast-to-complete view for project owners.
  • Scope-change and risk log tied to cost impact.
  • Stakeholder report with current spend, remaining budget, and open decisions.
  • Update routine for weekly or monthly project reviews.
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 range $6,000-$12,000 for the build; $2,000-$4,000/month for ongoing reporting.
03

Workflow Map & SOP Set

We document how a finance, project, or operations workflow actually runs, then turn it into a clearer owner map and SOP set.

  • Current-state workflow map with owners, inputs, outputs, and handoffs.
  • Issue log showing where delays, rework, duplicate entry, or missing approvals occur.
  • Future-state workflow with fewer handoffs and clearer control points.
  • SOP documents written for the people who run the process.
  • Implementation checklist with owners and due dates.
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 range $5,000-$15,000 depending on scope.
04

Dashboard Buildout

We define the metrics, source data, layout, and update routine for a dashboard leadership can use in recurring reviews.

  • Stakeholder notes that define the decisions the dashboard must support.
  • Metric dictionary with formulas, owners, source files, and refresh cadence.
  • Dashboard wireframe or working build in Excel, Sheets, Power BI, or the client's existing tool.
  • Data-quality notes and cleanup recommendations.
  • Leadership review format with the questions each metric should answer.
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 range $7,000-$14,000 for requirements through working build.
05

Finance Operations Cleanup

We clean up recurring reporting files, source data, month-end support tasks, and spreadsheet tools that slow the finance cycle.

  • Inventory of recurring reports, source files, owners, deadlines, and pain points.
  • Cleaned reporting templates with locked formulas and clear input tabs.
  • Data cleanup plan for duplicate vendors, inconsistent categories, or broken lookup tables.
  • Month-end reporting package with variance notes and executive summary.
  • Handoff documentation for repeat updates.
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 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 time saved, risk, data needs, and owner readiness.
  • Prompt library for reporting summaries, meeting notes, SOP drafts, and variance commentary.
  • Review checklist that keeps humans accountable for final output.
  • Data boundary guidance for what should and should not be entered into AI tools.
  • Workflow documentation for pilot users.
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 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 of the work is remote with weekly or biweekly review calls. On-site sessions in St. Louis or nearby regions are available for kickoff, workshops, or stakeholder interviews.

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