Get strategic financial leadership without
the cost of a full-time finance team.
Black Slate Studio helps businesses improve finacial planning, budgeting, forecasting, financial modeling, cash flow planning, executive reporting, KPI dashboards, profitability analysis, pricing strategy, and scenario planing
Fractional FP&A
for Growing Businesses.
Black Slate Studio provides fractional FP&A for growing businesses that need strategic financial leadership without hiring a full-time finance team.
We help businesses improve financial planning, budgeting, forecasting, financial modeling, cash flow planning, executive reporting, KPI dashboards, profitability
analysis, pricing strategy, and scenario planning
through our disciplined Strategy → Operations → Performance framework.
Fractional FP&A for Growing Businesses
An Ongoing Partnership
PLANNING
Planning & Forecasting
Building the roadmap before you need one.
- Realistic budgets and forecasts built around what your business can actually afford, not just what you want to happen.
- Modeling what-if scenarios so you're ready before conditions change, not after.
LIQUIDITY
Cash Flow & Profitability
Knowing where the money is, and where it's going.
- Clear visibility into your runway and burn rate, so growth doesn't outpace your cash.
- Breaking down your margins to show where the real profit is, and where it's leaking.
OUR SERVICES
Fractional FP&A services for founder-led businesses — budgeting, forecasting, financial modeling, and cash flow planning delivered as an ongoing partnership, not a one-off consultation.
ANALYSIS
Financial Modeling & Analysis
Understanding what's actually driving your numbers.
- Models that show you what a decision actually costs before you make it.
- Comparing actual results to plan, and telling you exactly what changed and why.
STRATEGY
Pricing & Reporting
Turning numbers into decisions.
- Pricing built on real margin math, not guesswork.
- Turning your numbers into a clear story leadership can actually act on.
What Working Together Looks Like
OUR PROCESS
Our fractional FP&A process for founder-led businesses — a straightforward path from intro call to ongoing financial partnership, built around understanding your business before making financial recommendations.
01
Discovery Call
We start with a conversation about your business, your goals, and the financial challenges holding you back. No pitch, no pressure — if it’s not the right fit, I’ll tell you honestly before either of us commits.
02
Financial Health Assessment
I’ll review your current financials, reporting, and planning process to find out what’s working, what’s missing, and where you’re flying blind. You’ll walk away with a clear picture.
03
Build Your Financial Foundation
Once we agree on priorities, I’ll build the financial models, forecasts, and FP&A reporting tools that support your business. Everything is designed around how you actually make decisions — not generic templates.
04
Ongoing Fractional FP&A Partnership
As your business evolves, your fractional FP&A support evolves with it. You’ll receive regular financial reporting, updated forecasts, and practical insight that helps you make informed decisions with greater confidence.
You’ve outgrown basic bookkeeping and need ongoing FP&A support to make confident financial decisions. You want a partner who understands your business and helps you plan for what’s next — not just a once-a-year report
Is This Right for Your Business?
We’re probably a good fit if…
Sometimes the best recommendation
is saying we’re not the right fit.
Fractional FP&A works best for founder-led businesses that value financial clarity, strategic planning, and a long-term partner — not every business needs the same level of support.
We’ll always recommend what’s best for your business—even if that isn’t us.
We’re probably not the right fit if…
You need day-to-day bookkeeping or tax preparation.
You’re looking for a one-time deliverable rather
than an ongoing advisory relationship.
You already have an experienced
in-house finance team meeting your needs.
We’re probably not the right fit if…
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You need day-to-day bookkeeping or tax preparation.
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You're looking for a one-time deliverable rather than an ongoing advisory relationship.
-
You already have an experienced in-house finance team meeting your needs
MB Flowers
Retail Florist
BUSINESS CHALLENGE
Preparing a growing florist for Valentine’s Day while improving operations, customer flow, and the overall buying experience.
FINANCIAL & OPERATIONAL SOLUTIONS
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Contribution Margin Modeling
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Product Profitability Analysis
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Labor Cost Allocation
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Product Mix Optimization
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Break-Even Analysis
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Pricing Strategy Support
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Seasonal Financial Planning
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Inventory & Retail Operations Strategy
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Customer Flow Optimization
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SOP Development
BUSINESS OUTCOME
Developed a contribution margin model that identified product-level profitability, allocated labor costs across offerings, evaluated break-even points, and optimized product mix to support pricing, seasonal planning, inventory decisions, and more profitable operations.
Strategy in Action
Every engagement is different. Here’s a look at the businesses we’ve partnered with and the work we’ve delivered.
SELECTED ENGAGEMENTS
Custom Holster Solutions
Manufacturing / E-Commerce
BUSINESS CHALLENGE
Improving financial visibility so leadership could better understand performance, plan ahead, and make more informed operating decisions.
FINANCIAL & OPERATIONAL SOLUTIONS
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SKU-Level Profitability Analysis
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Product Performance & Revenue Analysis
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Customer Segmentation Analysis
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Sales Trend Analysis
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KPI Dashboard Development
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Executive Reporting
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Budgeting & Forecasting
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Business Intelligence (Power BI)
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Financial Reporting & Data Visualization
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Decision Support Analytics
BUSINESS OUTCOME
Built a financial reporting and performance management system that improved visibility into business performance, supported data-driven planning, strengthened executive decision-making, and provided leadership with actionable financial insights.
Polites Florist
117-Year Family Business
Supported strategy and operations within a multi-location, fourth-generation retail florist operating in a complex seasonal environment.
Prior Leadership Experience
FINANCIAL & OPERATIONAL SOLUTIONS
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Financial Planning & Analysis (FP&A)
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Financial Modeling & Budgeting
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Forecasting & Scenario Planning
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Retail Operations & Workflow Design
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KPI Dashboards & Performance Reporting
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Business Process Improvement
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Strategic Planning
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Cross-Functional Leadership
BUSINESS OUTCOME
Contributed to operational improvements across a multi-location retail business through financial analysis, process optimization, strategic planning, seasonal operations, KPI visibility, and cross-functional leadership. Supported initiatives that strengthened operational efficiency, improved decision-making, and enhanced the customer experience.