Yes. The client owns the deliverable, including the file and documentation, unless otherwise stated.

FP&A Advisory, Valuation Analysis & Power BI Dashboards for SMBs — Briggs Advisory Group

Q: What data do you need?

Typically 2–3 years of financials, current interim numbers, payroll summaries, and any billing or operations exports. QuickBooks and Excel exports are fine; data cleanup is part of the build.

Q: How do fixed-fee projects work?

After a short diagnostic call and a data review, you receive a written scope with a fixed fee before any work starts. No hourly billing and no surprise bills.

Q: Can you work with QuickBooks, Excel, Power BI, payroll exports, or billing data?

Yes. Most engagements are built on exactly that stack, with Power Query/ETL data cleanup included as part of the work.

Q: What do engagements cost?

Founding-client rates: driver-based financial models from $1,500, business valuation analysis from $1,750, Power BI dashboards from $1,000, and monthly FP&A support from $975 per month. Every fee is fixed in writing before work starts.

Q: How fast can we start?

The diagnostic call takes about 15 minutes. An initial scope typically follows within 24–48 hours after data review, and typical projects run 1–3 weeks depending on scope.

Start here

Choose the decision on your desk.

Nobody wakes up wanting “FP&A.” You’re facing a decision. Pick yours — and see exactly what we’d build for it.

“I need a real budget and forecast.”

Flat budgets make every month a surprise.

You get: a driver-based operating model with an annual budget, rolling forecast, and scenario toggles.

Build my forecast →

“I need to know what my business is worth.”

You know it has value — you can’t defend the number.

You get: a defensible valuation range — DCF, market cross-checks, sensitivity tables, and a summary memo.

Discuss valuation →

“I need a dashboard leadership can trust.”

Reports arrive late, disagree with each other, and get retyped by hand.

You get: a live Power BI command center built on clean, documented data plumbing.

Build my dashboard →

“I need to understand cash runway.”

Revenue is up, but cash still feels tight.

You get: a cash-flow and runway model that answers “how long does cash last?” under any assumption.

See the cash view →

“I’m preparing for a raise, sale, or lender conversation.”

The other side’s analysts will stress-test everything.

You get: diligence-ready models and valuation support, every assumption documented.

Get raise-ready →

“I need monthly FP&A support without a full-time hire.”

No one owns the numbers between board meetings.

You get: a monthly rhythm — actuals vs budget, variance causes, refreshed forecast, leadership call.

Set up FP&A support →

Services

Finance built around your decisions.

Engage one piece or your whole finance function — scoped to what your business needs right now, and delivered by the principal.

Fixed scope, fixed fee — agreed before any work starts.

Driver-Based Budgeting & Forecasting

Replace flat budgets with a living model that shows what actually drives your revenue, cost, margin, and cash — and test big decisions before you make them.

Best for: raises, board plans, big commitments, runway questions Typical output: driver-based operating model · budget · rolling forecast · scenario toggles Founding-client rate: from $1,500

See details & pricing →

Business Valuation Analysis

A defensible valuation range for planning, raising, buying, selling, or partner discussions — a number you can stand behind when the other side pushes back.

Best for: raises, partner buyouts, sale preparation, long-range planning Typical output: DCF · market cross-checks · sensitivity tables · valuation summary memo Founding-client rate: from $1,750

See details & pricing →

FP&A on Retainer

Monthly planning, variance, KPI, and decision support — the discipline of a finance department without hiring one, for a predictable monthly fee.

Best for: owners who want the numbers owned between board meetings Typical output: actuals-vs-budget review · forecast refresh · KPI pack · variance bridge · monthly call Founding-client rate: from $975/mo

See details & pricing →

Dashboards, BI & Cash Flow

Live visibility into performance, cash, KPIs, and operating levers — dashboards leadership actually trusts, on clean and documented data.

Best for: late reports, retyped data, cash and runway blind spots Typical output: Power BI dashboard · cash runway model · Power Query cleanup · scenario tools Founding-client rate: from $1,000

See details & pricing →

Why Briggs Advisory

Not a spreadsheet vendor. Not a generic consultant. A decision system.

Built to institutional standards, delivered by one accountable principal — and designed so every engagement ends in a decision, not a file.

Built from your operating drivers

Volume, pricing, labor hours, conversion — not “last year plus 10%.” The model reflects how your business actually makes money.

Transparent and auditable

Every formula traceable to source data. No black boxes — your CPA, your board, or a buyer’s analyst can follow every number.

Recommendation included

Every deliverable ends with a walkthrough and a clear recommendation — not a file you have to decode alone.

Founder-led delivery

You work directly with the principal, start to finish. No hand-offs, no juniors learning on your dime.

Fixed scope before work starts

A written scope and a fixed fee, agreed before any work begins. No hourly meters, no surprise bills.

Yours to keep

The model, the documentation, the dashboard — you own it all. Run it yourself or keep us on. No lock-in.

Selected work

Proof, not promises.

A real client engagement, built end to end — from the first operating driver to the live command center.

Rapid Emergency Management ambulance fleet

Three-way labor bridge Illustrative — rate · hours · volume

Rapid Emergency ManagementClient engagement · FP&A model & BI build

From a blind budget to control of the levers that decide margin.

BeforeRapid's profit turns on two numbers: labor, its single largest cost, and collections, where 40–65 cents of every billed dollar never arrives. In a business with this much operating leverage, a few points of overtime creep or a slip in payer-mix realization can quietly cost six figures of EBITDA — and leadership was steering all of it off one flat figure, “$832K a month,” with no way to see the leaks or move the levers.

The buildI built the system that makes those levers visible and testable: an Excel engine that is both the budget and a monthly 3-statement operating model. Revenue is derived, not asserted — call volume × transport conversion, split by acuity (BLS · ALS · IFT), priced through a gross-to-net waterfall of payer mix, denials, and bad debt, then allocated to stations. Cost flexes with it: crew hours, volume-triggered overtime, per-trip supplies. The whole engine feeds an eight-page Power BI command center over a star-schema model — branch economics, a three-way labor bridge, and live what-if sliders.

AfterNow every miss is attributed to rate, hours, or volume — so leadership fixes the real cause instead of guessing; overtime and collection slippage surface the month they happen; and a staffing ramp or volume-mix decision is stress-tested for its EBITDA impact before a dollar of payroll is committed. One asserted number became a control system for the two things that decide whether the company makes money — and the driver build reproduces management’s plan with its calibration factor at exactly 1.0: no fudging required to tie.

Labor & collectionsLive control of the two costs that decide margin

Budget + 3-statementOne driver-based engine, calibrated to plan (1.0)

Rate · hours · volumeEvery variance decomposed to its cause

Test, then commitWhat-if sliders show EBITDA impact live

From a phone call to net incomeThe actual driver chain inside the engine — plan assumptions shown, client actuals withheld

Change any driver and every number downstream recomputes — that mechanism, not a spreadsheet, is the deliverable.

The eight-page command center Each page answers one management question

01Executive Overview“How’s the company doing?”

02Branch Economics“Which stations make money?”

03Labor / OT Premium“Where is overtime concentrated?”

04Operational Drivers“What’s driving the top line?”

05Model vs. Budget“How do we compare to the flat budget?”

06Labor Variance“Is our biggest cost behaving?”

07Labor Var Breakdown“Why did labor vary — and where?”

08Sensitivity“What if volume drops 10%?”

Before

One flat number: “$832K a month”
Misses surfaced weeks late — cause unknown
Labor and collections drifting unseen

After

Driver-based budget + 3-statement model in one engine
Every miss decomposed to rate · hours · volume, the month it happens
EBITDA impact of a decision tested before it’s committed

Why the planning pays — one worked monthIllustrative — placeholder actuals, pending live data

CloseJune lands. Labor comes in $18.4K over budget. Under the old flat budget, that's where the conversation ends — "over, cause unknown."

DecomposeThe model splits the miss the same day: +$7.1K rate — overtime premium creeping in on weekends; +$8.6K hours — coverage ran ahead of a flat-volume month; +$2.7K joint effect.

DecideThe fix is a schedule rebalance on one weekend unit — not a hiring freeze, not panic. The rolling forecast re-prices July with the fix in, and EBITDA holds plan.

Placeholder actuals seeded from the forecast — Rapid is still gathering live operating data to sharpen these numbers. The decomposition mechanism is real and running.

Watch a build come together ↓

Inside the build

The Power BI command center, up close.

Page 1 of 8 · Operations

Rapid Emergency Management · eight-page Power BI command center — illustrative representation, client data redacted

Inside the work

Watch a custom build come together.

Two engagements, played end to end — the bar a boutique full-stack FP&A practice should clear. The stages are the standard; the drivers, KPIs, and pages are designed case by case around how your business makes money.

The full-stack FP&A buildHow a custom engine comes together — plays on its own, or click a stage

The stages are the standard; the drivers, schedules, and dashboard pages are designed around your business.

The valuation buildFrom an owner-led P&L to a defensible range — click a stage, or pick a purpose and watch the process adapt

For planning, raises, and buy/sell decisions — formal tax, litigation, or certified-appraisal engagements are separately scoped.

An EMS operator watches unit-hour utilization and overtime premium. A contractor watches WIP and backlog burn. A clinic watches collections and no-show rates. The build is the standard — the dials are designed around your business.

A note from the founder

Built by someone who genuinely loves the problem.

What pulls me into this work isn’t the spreadsheets — it’s the puzzle behind them. Every business is a system of levers, and building the model that reveals which ones actually matter — then working out what the business should do next — is the kind of problem-solving I can’t put down. That drive and passion for finance and financial modeling is the reason Briggs Advisory Group exists.

It’s also what shaped my path: a BBA in Finance from the University of North Texas’ G. Brint Ryan College of Business — one of the most respected business schools in Texas — followed by the Corporate Finance Institute’s FMVA® (Financial Modeling & Valuation Analyst) and FPAP™ (Financial Planning & Analysis Professional) certifications.

CFI’s modeling program is led by Duncan McKeen, CFA — a former senior equity-research analyst with a decade in capital markets, who has taught financial modeling to professionals in banking, private equity, and valuation since 2014 and now heads CFI’s FMVA program. It’s the same practical training relied on by finance teams at top institutions — and the standard I hold every model to.

Since then, I’ve done independent valuation and FP&A work end to end — because the only way to get great at building models is to build them, defend them, and put them in front of people who push back. That rigor, delivered personally, is what you get.

Seth Briggs

Founder · Briggs Advisory Group · FMVA®, FPAP™ — Corporate Finance Institute

Straight answers

Questions owners actually ask.

Do you replace my CPA or bookkeeper?

No. Your CPA handles tax and compliance; your bookkeeper records what happened. Briggs is forward-looking — FP&A, modeling, valuation analysis, dashboards, and decision support. The work sits on top of clean books and alongside your existing team.

What data do you need?

Typically 2–3 years of financials (P&L and balance sheet), current interim numbers, payroll summaries, and any billing or operations exports. QuickBooks and Excel exports are fine — cleanup is part of the build, not your homework.

How do fixed-fee projects work?

After a short diagnostic call and a data review, you get a written scope with a fixed fee — before any work starts. No hourly meters, no surprise bills. If the scope changes, the fee changes in writing first.

Can you work with QuickBooks, Excel, Power BI, payroll exports, or billing data?

Yes — most engagements are built on exactly that stack. Data cleanup (Power Query/ETL) is part of the work, so inconsistent exports are expected, not a problem.

Is this a formal certified business appraisal?

No, unless separately scoped with the appropriate professionals. Standard valuation analysis is designed for planning, capital raising, buy/sell discussions, and internal decision support — not tax, litigation, or fairness-opinion use.

What do engagements cost?

Founding-client rates are public: driver-based models from $1,500, valuation analysis from $1,750, dashboards from $1,000, and monthly FP&A support from $975/mo — each fixed in writing before work starts. Founding rates are honored for the life of the engagement; complex scopes are quoted on the call, always fixed first.

How fast can we start?

The diagnostic call takes about 15 minutes and can usually happen within days. You’ll have an initial scope within 24–48 hours after data review. Typical projects run 1–3 weeks depending on scope.

What happens after the model is delivered?

Every deliverable ends with documentation and a live walkthrough. From there, keep a monthly retainer to keep it current as the business moves — or run it yourself from day one. Either way, it was built to be handed over.

Do I own the model?

Yes. The deliverable is yours — file, documentation, and all — unless otherwise stated. No black boxes, no proprietary lock-in, no dependency on us.

Know what your business can afford, what it’s worth, and what to do next.

Choose the decision on your desk.

“I need a real budget and forecast.”

“I need to know what my business is worth.”

“I need a dashboard leadership can trust.”

“I need to understand cash runway.”

“I’m preparing for a raise, sale, or lender conversation.”

“I need monthly FP&A support without a full-time hire.”

You're running a real business on numbers you can't fully see.

Finance built around your decisions.

Driver-Based Budgeting & Forecasting

Business Valuation Analysis

FP&A on Retainer

Dashboards, BI & Cash Flow

What you get

What it does for your business

Not a spreadsheet vendor. Not a generic consultant. A decision system.

Built from your operating drivers

Transparent and auditable

Recommendation included

Founder-led delivery

Fixed scope before work starts

Yours to keep

A clear path from question to decision.

Diagnose the decision

Gather the data

Build

Walk through the recommendation

Proof, not promises.

From a blind budget to control of the levers that decide margin.

The Power BI command center, up close.

Watch a custom build come together.

Built by someone who genuinely loves the problem.

Questions owners actually ask.

Bring one financial decision. Leave with a clearer path.