WHAT WE DO

CFO-Level Strategy. Built for Your Stage of Growth.

Fortuna provides three core disciplines to growth-stage businesses: financial planning & analysis, revenue strategy, and custom dashboards. Here's exactly what that means in practice.

FP&A

Stop Reacting. Start Planning.

Most small businesses run on last month's numbers. By the time you see a problem in your P&L, it's already happened. FP&A flips that — giving you a forward-looking view of your business so you can make decisions before the numbers force your hand.

What's included:

  • •Rolling 12-month forecast updated every month
  • •Budget vs actual variance analysis with written commentary
  • •Cash flow projections — know your runway at all times
  • •Scenario modeling — test what happens before you commit
  • •Monthly financial review call to walk through the findings

Best for: Businesses doing $300K–$5M in revenue that are making hiring, pricing, or investment decisions and need reliable data to back them up.

REVENUE

Find the Growth That's Already in Your Business.

Most businesses have untapped revenue sitting in plain sight — in pricing that's too low, customers that are underserved, or offers that aren't reaching the right people. Revenue strategy is about analyzing what's already working and doing more of it, smarter.

What's included:

  • •Revenue segmentation by product, channel, and customer type
  • •Pricing analysis — are you charging what you're worth?
  • •Margin analysis by product or service line
  • •Identification of highest-value customer segments
  • •Growth rate benchmarking against industry standards

Best for:Businesses that have traction but feel like growth has plateaued, or owners who suspect they're leaving money on the table but aren't sure where.

DASHBOARDS

Your Finances at a Glance. Always.

A spreadsheet tells you what happened. A dashboard tells you what's happening right now. We build you a live financial view that pulls everything into one place — so you spend less time digging and more time deciding.

What's included:

  • •Custom KPI dashboard built to your business model
  • •Real-time cash, revenue, and margin tracking
  • •Profit & loss visualization by month and category
  • •Budget vs actual charts updated automatically
  • •Monthly written summary delivered with every dashboard update

Best for: Business owners who are tired of piecing together reports from three different tools and want one clear, accurate picture of their financial health.

How It Works

Most clients are fully onboarded within two weeks.

1

Discovery Call

We review your current financials, talk through your goals, and identify the highest-leverage areas to focus on. No commitment required.

30 min, free

2

Onboarding & Data

You securely upload your financial documents through the client portal. We connect to your existing tools and set up your data structure.

3

First Deliverable

Within two weeks of onboarding, you receive your first financial report, forecast, or dashboard — depending on your service.

4

Monthly Rhythm

From there we operate on a monthly cycle. New data in, updated analysis out, and a standing call to review what the numbers are telling us.

Is Fortuna Right for You?

Great fit

  • Revenue between $300K and $10M
  • Making decisions that need financial backing
  • Currently relying on spreadsheets or basic accounting software
  • Want CFO-level insight without a full-time hire
  • Serious about growth and willing to act on data

Not the right fit

  • Pre-revenue or very early stage (we'd recommend a bookkeeper first)
  • Looking for tax preparation or compliance work
  • Want someone to manage day-to-day accounting
  • Not ready to share financial data or engage consistently

Common Questions

Ready to See What Your Numbers Are Telling You?

Start with a free 30-minute discovery call. No commitment, no pitch — just an honest look at your business.

Try the Free Calculators First

Book a Discovery Call

Choose a time that works for you.

August 2026
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Need to meet after 6pm? Email letsgrow@fortunacapitalplanning.com