Davis Financial Services

Align your finance function with how your business actually runs.

• About
• Budget Alignment Sprint
• Strategic Advisory
• The Variance to Value Toolkit

The Reality Inside Growing Companies

At $10M–$50M+, the issue isn’t whether finance exists.
It’s whether it’s functioning as a decision system.

Most growing companies don’t struggle because they lack data.
They struggle because finance isn’t aligned with how decisions are actually being made.That gap shows up everywhere:

• Plans that don’t hold

• Teams making disconnected decisions

• A CEO who has to translate between finance and operations

These are the problems I solve.

I partner with mid-market CEOs running fast-growing businesses , typically $25M–$75M in revenue to align financial strategy with the way they actually operate , so every decision is backed by clarity,
not guesswork.

My Perspective

Finance should not sit at the end of the decision process.
It should shape it.

• Work With Me

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Strategically Align Your Budget with Your goalsThe Budget Alignment Sprint
Delivered in 24 Hours

For Mid-Market CEOs & Finance Leaders Who Need Budget Confidence — Fast

The Budget Sprint is a focused, one-time engagement designed to produce a clear, decision-ready financial plan.The scope is intentionally narrow so we can move quickly, eliminate uncertainty, and give leadership the clarity needed to move forward with confidence.My approach is hands-on, personalized, and built for long-term value. Clients come to me when they’re ready to get serious about financial alignment, elevate their internal team, or prepare for what’s next — whether that’s growth, funding, or better decision-making.If you're looking for a strategic partner who can simplify the complex and bring your financial foundation in line with your vision
— I’d love to work with you.

What's Included:
One 60-Minute Working Session (Zoom)
A focused conversation to understand:
• Business Goals
• Current Budget Assumptions
• Key constraints
This session is used to gather inputs — not to debate strategy.One Updated Budget Deliverable (24-Hour Turnaround)
You will receive:
• One updated budget (spreadsheet or PDF)
• Clearly tied to the priorities
• With assumptions explicitly
This deliverable reflects professional judgment based on the information provided.One 30-Minute Walkthrough Call
A brief walkthrough to:
• Explain the structure
• Highlight key tradeoffs
• Answer clarifying questions
This call is not a revision session.

What This Is Not:
This sprint is not:
• An ongoing budgeting engagement
• A collaborative planning process
• A multi-scenario modeling exercise
• A review cycle with multiple revisions
• A substitute for broader strategy or alignment work
The scope is intentionally limited to ensure speed and decisiveness.

Who This Is For:
This Budget Alignment Sprint is designed for mid-market CEOs and leaders who:
• Need a decision-ready budget quickly
• Have clear business goals and want them reflected accurately in the numbers
• Are preparing for a planning cycle, board discussion, or key decisions
• Value speed, clarity, and professional judgment
• Want a focused financial artifact—not an ongoing budgeting process

What You’ll Walk Away With:
At the end of this sprint, you’ll have:
• One decision-ready budget
• Explicit assumptions and tradeoffs
• A budget leaders can actually use
• Clarity without prolonged process

• Schedule Your Sprint Session

What Past Clients Say:

We needed a budget we could actually use. This budget sprint delivered exactly that.In 24 hours, we had a clear, decision-ready budget that reflected our priorities and gave us confidence going into leadership discussions. The clarity and speed were worth every dollar.”
– Angela Martinez, CEO of BrightCore Solutions

What stood out most was one working session, a clear deliverable, and no wasted time.
The budget we received was immediately usable and aligned to our goals. This sprint is ideal when you need clarity, and it's a smart template for future use .
– Jason Lee, Senior VP of Finance, Mid-Market Company

Your Investment

The Budget Sprint is a fixed-scope, fixed-fee engagement designed for speed and clarity.Investment: $1,200
This includes:
One 60-minute working session (Zoom)
One decision-ready budget
One 30-minute walkthroughPayment & Scheduling
Payment is required in full to confirm scheduling
Work begins once the working session is complete
Delivery occurs within 24 hours

• [email protected]

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All Rights Reserved

Your Strategy Is Sound. Your Execution Is Fractured.
Let's Fix That in 4 Weeks.

For Mid-Market CEOs Who Need Finance to Support Strategy
— Not Slow It Down.

Most mid-market companies don’t suffer from weak finance teams.
They suffer from misalignment.Over time, this creates:
• Decisions that take longer than they should
• Reporting that informs but doesn’t clarify
• Finance that feels reactive instead of strategic
• Leadership conversations that don't move finance forwardThe Executive Alignment Sprint corrects that — quickly and intentionally.

What This Sprint Is
A short, executive-level alignment engagement that:
• Diagnoses where finance alignment is breaking
• Clarifies leadership intent and tradeoffs
• Identifies decision and process friction
This session is used to gather inputs — not to debate strategy.Who This Sprint Is For
This sprint is for mid-market CEOs and executive teams who:
• Feel finance is not fully supporting decisions
• Have limited confidence in financial decisions
• Experience friction between strategy, finance, and execution
• Want clarity before investing in larger initiatives
This sprint is not about fixing everything. It’s about knowing exactly what to fix.

What This Is Not:
This sprint is not:
• A finance audit
• A budgeting engagement
• A systems project
• A transformation program
Alignment comes before optimization.

What We Do (4 Week Engagement):
Phase 1: Alignment Diagnosis:
Focused executive conversations to understand:
• Strategic intent
• Current finance role in decisions
• Where friction appears
• How information flows todayPhase 2: Decision & Friction Mapping:
Identification of:
• Critical executive decisions
• Where finance supports or slows them
• Misaligned priorities or operating rhythmsPhase 3: Executive Alignment Session
A facilitated leadership session to:
• Clarify strategic priorities and tradeoffs
• Reset expectations of finance’s role
• Establish shared language and directionPhase 4: Alignment Roadmap
A concise executive-level summary of:
• What to address first
• What to defer
• Where leadership behavior matters most
• How to sequence next steps

What You’ll Walk Away With:
At the end of this sprint, you’ll have:
• Clear understanding of why finance feels misaligned
• Shared executive alignment on priorities and tradeoffs
• Agreement on finance’s role in decision support
• Clarity without prolonged process

• Schedule Your Alignment Sprint

What Past Clients Say

We had a lot of friction. Strategic decisions that should have taken a week took a month. Beverly ran a diagnostic across our leadership team and pinpointed exactly where alignment was breaking down. Within 45 days we restructured how our executive team communicates around financial performance, reduced our decision cycle by half, and finally killed three initiatives that had been draining resources without accountability for over a year. The clarity we gained in one sprint would have taken us two years to find on our own.
— Michael Grant, CEO, Horizon Industrial Group.

Finance was producing solid work but had zero influence at the table. Beverly helped pinpoint the gap.It wasn't a numbers problem, it was a communication problem. During the sprint, we redesigned how finance shows up in executive conversations. Within one quarter, finance became a decision-making partner. Two major operational investments that previously had little finance input were revamped, and both came in under budget.
— Laura Chen, Senior VP Finance, Meridian Healthcare Services

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VARIANCE to VALUE METHOD™ STRATEGIC FINANCE TOOLKIT

Turn Financial Variances Into Executive-Level Decisions.

Most finance teams spend months explaining budget misses. The Variance-to-Value Method™ transforms variance analysis into a repeatable, strategic decision engine that teams and executives can use over and over again. This toolkit equips finance leaders to drive performance, alignment, and accountability — fast.

What's Included:

Everything required to run inside leadership meetings.
• Variance-to-Value Playbook
• Executive Toolkit Workbook
• Decision Mapping System
• Action Tracker + Dashboard
• Driver Diagnostic Worksheet
• Strategic Signal Tagging Matrix
• Facilitation Guide
• 30-Day Implementation Roadmap
• Reference Sheet
• Demo Walkthrough
• Board Presentation Deck
• Executive Decision Memo Template
• Quarterly Business Review Agenda
• README Quick-Start Guide

Outcomes:
• Faster identification of performance leverage points
• Clear ownership and accountability for financial actions
• Stronger link between finance insights and business decisions
• Repeatable operating rhythm for executive teams

Who This Is For:
• CEOs who want strategic finance execution
• CFOs and VP Finance
• Finance Transformation Leaders
• Fractional CFOs

Variance reporting isn’t the problem.
Lack of decisions is.Most finance teams explain variances.
Few convert them into action.Meet the Variance-to-Value Method™
A repeatable executive operating system that moves teams through:Drivers → Signals → Decisions → ExecutionSo finance becomes the engine of:
• Strategic clarity
• Leadership alignment
• Execution accountabilit

What Past Buyers Say:

“Before working with Beverly, our variance reviews were informative, but didn’t drive action. The Variance-to-Value Method completely changed our process. Now, we leave meetings with clear decisions, clear owners, and clear timelines. Making this framework available as a digital toolkit will help so many teams turn financial insight into execution.”
— CEO, Mid-Market Professional Services Firm

“The Variance-to-Value Method gave our finance team a new seat at the table. Now, we facilitate decision-making. The structure around Drivers, Signals, and Decisions created instant clarity for our executive team. Having this available as a ready-to-implement digital product is a gift to CFOs who want to modernize and drives performance.”
— CFO, Multi-Entity Healthcare Organization

“What impressed me most was how quickly this framework embedded accountability into our
operating rhythm. With the Action Tracker and Dashboard, we moved from monthly variance explanations to real-time ownership of actions in thirty days. This digital toolkit will help executive teams close the gap between strategy and execution.”
— COO, Growth-Stage Technology Company

Turn Variance Reports Into Executive Decisions

Get instant access to the Variance-to-Value Method™. The complete blueprint for executives who want financial insight to drive real business outcomes.

• Get the Executive Toolkit $750

• By purchasing, you agree to the Licensing Terms.

Pricing & Access
Self-Serve Toolkit: $750
Team License (up to 10) $2,500
Org License: $5,000–$7,500
Done-With-You Workshop: $7,500–$10,000

Copyright © Davis Financial Services
All Rights Reserved