Services

How We Help Your Business Grow

AI-Powered FP&A & Forecasting

Replace static spreadsheets with intelligent financial models that adapt to your business. We leverage AI and advanced analytics to deliver faster, more accurate insights.

What we deliver:

Multi-scenario planning models with AI-assisted sensitivity analysis
Rolling forecasts that automatically integrate operational KPIs
Predictive analytics for revenue, costs, and cash flow trends
AI-enhanced variance analysis that identifies performance drivers
Automated executive dashboards with real-time business intelligence
Machine learning models for pricing optimization and demand forecasting

Ideal for: Data-rich businesses ready to move beyond manual Excel models and gain predictive financial intelligence.

Management Reporting & Budgeting Systems

Build the financial infrastructure that scales with you. We design reporting and budgeting processes that create clarity and accountability across your organization.

What we deliver:

Custom management reporting packages with actionable KPIs
Annual budgeting process design and facilitation
Segment and product-line profitability analysis
Driver-based budgeting methodologies aligned to strategy
Performance monitoring with automated variance explanations
Business intelligence dashboards that tell your financial story

Ideal for: Companies outgrowing basic accounting reports who need professional-grade financial visibility and planning processes.

Fractional CFO & Strategic Finance Leadership

Get C-level financial guidance without the full-time cost. We become your embedded finance leader, partnering with your management team to drive strategic decisions.

What we deliver:

Strategic financial leadership and oversight for growing businesses
Board-ready presentations and investor relations support
M&A strategy, deal evaluation, and integration planning
Cash flow forecasting and capital allocation strategies
Exit readiness assessment and value optimization
FP&A team building and capability development

Ideal for: Companies preparing for growth inflection points, fundraising, or exit events who need experienced CFO guidance.

Flexible Engagement Models

Project-Based: Specific deliverables like financial model builds, M&A analysis, or system implementations (4-12 weeks)

Monthly Retainer: Ongoing fractional CFO and FP&A support scaled to your needs (typically 20-60 hours/month)

Hybrid: Combine strategic CFO guidance with tactical FP&A execution as your business evolves

"When tariffs hit, we had two weeks to get new pricing to our buyers or risk losing key accounts. We had no idea which products could absorb increases, which needed to be repriced strategically, and which we should discontinue. Marginal Gains built models showing exactly how each SKU would perform under different scenarios and gave us the confidence to negotiate from strength. We kept every major account, maintained our margins, and actually came out with a cleaner, more profitable product mix."
- CPG Client, Novato

"We had great technology but couldn't articulate our financial potential. Marginal Gains translated our business into investor language and built the models that gave VCs confidence in our path to profitability. The quality of our financial materials set us apart."

SaaS Client, Mountain View

"We thought we knew our business, but we were making decisions on gut feel. The profitability analysis revealed we were losing money on services we thought were winners. Now we know exactly where every dollar comes from and goes."

Software Client , San Francisco

“Before Marginal Gains, Sales and Operations were working from different spreadsheets and making competing promises. Now we have one source of truth and our inventory investment is finally under control.”

CPG Sports Nutrition Client, Petaluma

SaaS Client, Mountain View

"We went from spending all our time creating reports to actually analyzing what the data means. The speed at which we can now evaluate strategic options has fundamentally changed how we run the business."

Biopharma Client, Berkeley