Pricing & engagement options

FP&A support that grows with your business.

Choose the level of FP&A support that matches your current management needs — from monthly financial clarity to senior decision support.

Introductory founding-client rates. Pricing shown in USD. Rates assume one entity and clean, agreed data sources; applicable taxes and separately scoped work are additional.

Packages

Three levels of FP&A support

CORE

Financial Clarity

$1,750/ month

Introductory founding-client rate — locked for your first six service months.

Essential monthly FP&A visibility for growing management teams.

  • Monthly management P&L
  • Actual vs budget and prior-year variance analysis
  • KPI scorecard with agreed management measures
  • Written monthly management commentary: what happened → why → impact → recommended action
  • 60-minute monthly senior FP&A review
  • Email support for finance questions
Best for: Businesses that need stronger management reporting and financial visibility.
Book a 30-Minute FP&A Conversation
Most popular

GROWTH

Financial Intelligence

$2,950/ month

Introductory founding-client rate — locked for your first six service months.

Deeper profitability, forecasting and cash intelligence for growing businesses.

Everything in CORE, plus:

  • Executive Power BI dashboard
  • Customer / SKU / product / channel profitability
  • Price-volume-mix margin analysis
  • Rolling 12-month forecast
  • 13-week cash-flow forecast
  • Working-capital tracking: DSO · DPO · DIO · cash conversion cycle
  • Two review calls per month
  • Priority support
Best for: Businesses with increasing complexity across products, customers, pricing, inventory and cash.
Book a 30-Minute FP&A Conversation

DIRECTOR

Financial Leadership

$4,950/ month

Introductory founding-client rate — locked for your first six service months.

Senior FP&A leadership and decision support for management teams that need more than reporting.

Everything in GROWTH, plus:

  • Annual budget build
  • Quarterly reforecasting
  • Scenario and what-if modelling
  • Board / management pack
  • Attendance at one monthly management meeting
  • Pricing and margin decision support
  • Cost-control tracking and ownership
  • Weekly 13-week cash-flow forecast
  • Ad-hoc analysis within fair-use boundaries
  • Direct access to senior FP&A leadership
Best for: Businesses needing ongoing senior FP&A leadership without immediately building a full internal FP&A function.
Book a 30-Minute FP&A Conversation

Intelligence Hub workspace access is included in ongoing engagements.

Published rates assume one entity and clean, agreed data sources. Additional entities, historical data cleanup, system integrations and out-of-scope analysis are quoted separately. Applicable taxes are additional.

Compare

What's included at each level

Three ways to start

Choose the starting point that fits.

Begin with a free 30-minute FP&A conversation, choose the focused $950 FP&A Starter Review, or commission the optional $5,000 Comprehensive FP&A Diagnostic.

Free 30-minute FP&A conversation

Discuss your reporting, profitability, forecasting and cash-flow needs before choosing any paid engagement.

Book a 30-Minute FP&A Conversation

Primary paid starting option

FP&A Starter Review

$950 one-time

The simplest way to start.

  • One entity
  • One agreed focus: profitability review OR cash-flow forecast review
  • Review of clean, client-provided data and any existing model
  • A concise findings report with recommended next actions
  • One 60-minute review call
  • Delivery within seven business days after complete, usable data is received

Excludes bookkeeping, data cleanup, building a new forecasting model, system integration and ongoing support — these are quoted separately.

The $950 is credited against your first monthly retainer if you proceed within 30 days of delivery.

Book the FP&A Starter Review

Optional deeper engagement

Comprehensive FP&A Diagnostic

$5,000 one-time

An optional deeper engagement — not required before starting a monthly package.

A focused 2–3 week engagement to assess reporting, profitability, margin drivers, forecasting and cash visibility, identify and quantify priority opportunities where supported by the available data, and build a practical 90-day FP&A roadmap.

  • Current management-reporting review
  • Profitability and margin diagnostic
  • Cash and working-capital review
  • Forecasting assessment
  • Priority opportunities
  • 90-day roadmap

Credited up to the value of your first monthly retainer if you proceed. No cash refund and no carry-forward of unused credit. Diagnostic credits cannot be combined with the Starter Review credit.

Discuss the Comprehensive Diagnostic

Capability and flexibility

Build senior FP&A capability — sized to the decisions you face.

Access experienced FP&A judgement and decision-grade analysis, with scope that flexes as the business changes. The comparison below is context on how internal capability is typically built — not a claim that Finviq is a cheaper replacement for hiring.

Typical internal role

Senior FP&A Analyst

Illustrative loaded internal cost*$9K–$12K / month
Relevant Finviq engagement — CORE$1,750 / month

Typical internal role

FP&A Manager

Illustrative loaded internal cost*$13K–$16K / month
Relevant Finviq engagement — GROWTH$2,950 / month

Typical internal role

FP&A Director / Head

Illustrative loaded internal cost*$18K–$24K / month
Relevant Finviq engagement — DIRECTOR$4,950 / month

Illustrative market benchmarks only. Access focused FP&A capability at a defined fixed monthly cost.

Finviq engagements are not equivalent to full-time employment in hours or capacity. This comparison illustrates differences in cost structure only. Internal employment costs and business requirements vary by company, geography and role.

*Illustrative market benchmarks only. Internal employment cost estimates include approximate salary plus benefits, payroll taxes and employer overhead. Actual compensation varies materially by geography, industry, company size and experience. Finviq provides FP&A consulting services and is not an employment or staffing service.

Why this model works

Why can Finviq deliver this differently?

Because the engagement is built around FP&A capability, management insight and decision support — not around filling a seat. Senior judgement is applied where it changes the decision, and the scope adjusts as your business does.

Senior expertise from the start

Work is structured and reviewed with experienced FP&A leadership rather than requiring months to recruit, onboard and develop an internal capability.

Decision quality first

Every engagement is measured by the decisions it improves — pricing, mix, cost and cash — not by the volume of reporting produced.

Flexible by design

Choose the level of reporting, analysis, forecasting and decision support appropriate for your business today — and increase it as complexity grows.

Tools + expertise

Technology, automation and BI handle repeatable analytical work. Senior FP&A expertise focuses on interpretation, commercial questions and management decisions.

Alternatives

Finviq vs the alternatives

Comparison of basic reporting, a full-time FP&A hire and Finviq
CapabilityBasic reportingFull-time FP&A hireFinviq
Monthly reportingYesYesYes
Variance / driver analysisLimitedYesYes
Profitability analysisLimitedYesYes
ForecastingLimitedYesYes
Cash forecastingLimitedYesYes
Management decision supportLimitedYesYes
Power BI / dashboardsVariesVaries*
Recruitment requiredNoYesNo
Employment overheadNoYesNo
Scalable engagementLimitedLimitedYes
Senior FP&A accessLimitedDependsYes

*Depending on selected package.

Finviq complements accounting and finance teams. We focus on forward-looking FP&A, profitability, forecasting and management decision support.

The real question

You may not need another finance employee.
You may need better financial intelligence.

If management needs better answers on margin, profitability, pricing, cost, cash and future performance, the question is not simply whether to hire.

"What level of FP&A capability does the business need right now?"

Finviq gives businesses a way to start at the appropriate level and expand as their needs grow.

Illustrative comparison

Compare the cost of building FP&A capability

As businesses grow, stronger FP&A capability often becomes necessary. Building it internally can require salary, benefits, payroll costs, recruitment, systems and management capacity. Finviq offers another route: access the level of FP&A support your business needs today and scale it as complexity grows.

Illustrative cost comparison

Estimated annual internal cost
$198,400
Estimated monthly internal cost
$16,533
Difference in monthly cost structure
$13,583

Relevant Finviq engagement

GROWTH

$2,950 / month

Senior FP&A capability and decision support, scoped to what the business needs now — a different delivery model, not a like-for-like replacement for the role.

Finviq engagements are not equivalent to full-time employment in hours or capacity. This comparison illustrates differences in cost structure only. Internal employment costs and business requirements vary by company, geography and role.

*Illustrative market benchmarks only. Internal employment cost estimates include approximate salary plus benefits, payroll taxes and employer overhead. Actual compensation varies materially by geography, industry, company size and experience. Finviq provides FP&A consulting services and is not an employment or staffing service.

Not sure how much FP&A capability you actually need?

That's the better question. In a 30-minute conversation, we can discuss your reporting, forecasting, profitability and cash-flow needs and determine the appropriate level of support.

Book a 30-Minute FP&A Conversation

The value

The goal isn't to replace a full-time employee for less.

It's to get the financial intelligence you need — without building the entire function before you need it.

Focused capability

Pay for the FP&A work and decision support your business currently needs.

Senior expertise

Access experienced FP&A thinking without first recruiting and developing an internal function.

Faster to deploy

Begin improving reporting, forecasting, profitability and cash visibility without a lengthy hiring process.

Scalable

Increase the level of support as the business becomes larger and more complex.

Perspective

Better decisions are the value.
Lower overhead is only a by-product.

Finviq is not designed to be the cheapest finance service, and price is not the reason to engage. We provide focused FP&A and financial intelligence for management teams that need better visibility into profitability, margin, cost, cash and future performance.

Know what happened.

Understand why.

See what comes next.

Decide what to do about it.

Financial visibility

Understand what happened.

Driver analysis

Understand why it happened.

Profitability intelligence

Understand where the business actually makes and loses money.

Forecasting

See what is likely to happen next.

Cash visibility

Identify pressure before it becomes a problem.

Decision support

Turn the analysis into management action.

"The value of FP&A is not another report. It is a better decision made early enough to matter."

Finviq

See beyond the numbers.

Engagement

Flexible engagement

Introductory monthly rates offered to the first three new retainer clients
Rate locked for your first six service months
After six months, your rate continues unless a revised fee is agreed in writing — no automatic increase
Scope agreed in writing before work begins: reporting frequency, data volume, deliverables, review calls, support allowance and delivery dates
Initial 90-day engagement
Month-to-month thereafter
30-day notice after initial period
NDA available
Client retains ownership of its data and models
Applicable taxes and any separately agreed setup or data-cleanup work are additional

Subject to final engagement terms.

Structure

The right level of FP&A support — without overbuilding the finance team.

Finviq's packages are designed around increasing levels of financial complexity and management support.

  • CORE focuses on visibility.
  • GROWTH adds profitability, forecasting and cash intelligence.
  • DIRECTOR adds senior decision support and management cadence.

Finviq is an alternative way to access senior FP&A capability — experienced judgement, flexible scope and decision-grade analysis. It is a different delivery model to building an internal team, not a cost-cutting substitute for one.

FAQ

Pricing questions

Not sure which level fits?

Start with a short conversation about your reporting, profitability, forecasting and cash-flow needs. We'll recommend the level of support that makes sense for your business.

Book a 30-min call