The Growth package is designed for businesses that are scaling quickly, preparing for financing or investment, or operating in complex environments that demand a higher level of financial leadership.

This tier delivers CFO-level insight, reporting, and advisory support — without the commitment of a full-time executive hire.

Custom KPI Dashboards & Advanced Performance Reporting

We design fully customized dashboards that provide real-time clarity on the metrics that drive your business. These dashboards go far beyond basic reporting and may include:

• Revenue by product, service, or location

• Gross margin and contribution margin analysis

• Cash runway and liquidity tracking

• Customer concentration and risk exposure

• Labour efficiency and utilization

• Operating leverage and scalability indicators

These dashboards become your decision-making command centre.

Board, Investor & Lender Reporting

We prepare professional, presentation-ready financial reporting for:

• Boards of Directors

• Bank and lender reporting

• Investor updates

• Due diligence processes

This includes:

• Structured financial packages

• KPI summaries

• Budget-to-actual analysis

• Forecasts and projections

• Clear written commentary that explains results

You’ll present your business with confidence, clarity, and credibility.

Forecasting, Budgeting & Growth Modeling

At the Growth level, forecasting becomes dynamic and forward-looking. This includes:

• Rolling 12-month forecasts

• Multi-year growth projections

• Expansion and hiring models

• Capital investment planning

• Profitability modeling by initiative or market

We test growth assumptions against cash flow, margin impact, and capacity — so your business scales responsibly and sustainably.

Ongoing Strategic Financial Partnership

At this level, DSA functions as an extension of your leadership team. Support often includes:

• Monthly executive-level financial reviews

• Ongoing risk assessment

• Strategic decision modeling

• Funding readiness planning

• Exit or succession preparation

You gain continuous access to financial leadership that thinks ahead, not just reports backward.

Examples of Growth-Level Work

• Investor-ready forecasting models

• Board reporting decks with narrative analysis

• Cash runway and funding scenario planning

• Expansion profitability modeling

• Financing and valuation preparation

The Growth package is ideal for companies that are scaling, preparing for funding, or operating at a level where advanced financial leadership is critical to success.