Explore Our Services

What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • Excelerate Insights provides fractional FP&A solutions for companies that need experienced financial leadership but aren’t ready for a full-time hire. We build and maintain:

    • Budgets, forecasts, and rolling financial models

    • Scenario and sensitivity analysis for strategic planning

    • Cash flow visibility and runway management

    • Executive and board-level financial reporting

    Our goal is simple: bring CFO-level insight to your business while keeping you in control of your financial future.

    This approach is ideal for scaling organizations, founder-led companies, and small businesses seeking financial clarity without unnecessary overhead.

  • We help companies unlock scalable growth through data-driven pricing and revenue models. Excelerate Insights works with organizations asking questions like:

    • Are our SaaS subscription tiers priced correctly?

    • Where are margins leaking in healthcare or logistics services?

    • How do AI and infrastructure costs affect long-term profitability?

    We specialize in pricing strategy for SaaS, healthcare services, logistics operations, and B2B business models, helping clients maximize margin while staying competitive and defensible.

  • Founders often have strong products—but struggle to communicate their financial story. We help bridge that gap.

    Excelerate Insights supports fundraising and capital conversations by building:

    • Investor-grade financial models

    • Clear, defensible assumptions and KPIs

    • Financial narratives that align models, decks, and strategy

    • Supporting analysis for diligence and stakeholder review

    If you’re preparing for a funding round, strategic partnership, or board review, we help ensure your numbers tell a compelling, credible story.

  • We help teams turn raw data into insight by:

    • Designing executive dashboards and KPI reporting

    • Implementing and optimizing BI tools

    • Creating financial and operational analytics frameworks

    • Training teams to interpret and use data confidently

    Our focus is not just dashboards, but decision-ready intelligence that leadership teams can trust and act on.

Our Process

Connect & Define

Connect with us via email and describe your needs, whether at a high level or in detail, so we can align on fit and engagement path.

Align & Scope

For more complex projects, we’ll schedule a consultation and deliver a clear scope, quote, and phased timeline.

Execute & Deliver

We’ll conduct the agreed upon work, partnering on the needs of your business while maintaining clear communication.

Review & Close

Once the work is finished, we’ll review outcomes together to ensure objectives have been met and address any final requests.

  • "This is exactly what we needed!"

    Former Customer

  • "A professional team that delivers on their promises."

    Former Customer

  • "Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others."

    Former Customer

Let’s Work Together