Structured engagements. Real deliverables.

Sitka’s engagements are designed to be scoped, efficient, and useful - not open-ended consulting that drags on. Every tier has a clear starting point, a defined deliverable, and a natural exit.

How the tiers connect

Most clients start with a Financial Clarity Audit. It’s the fastest way to get oriented and identify the highest-leverage next move. From there, clients either execute a focused Build Sprint, graduate to an ongoing Fractional Finance Partner engagement, or both.

  • Understand your financial engine before you try to fix it.

    Timeline: 2 weeks
    Your time investment: 2 × 60-minute calls + async review

    What’s Included:

    • Pre-work intake form (you fill out before kick-off).

    • Review of existing financials, reporting, and forecasting setup.

    • Identification of 3-5 highest-priority gaps or risks.

    • Written findings report with clear, prioritized recommendations.

    • 90-day action roadmap with sequenced next steps.

    • Debrief call to walk through findings.

    Client Outcome: You know exactly what’s broken, what to fix first, and why - without spending weeks figuring it out yourself.

  • Build one thing that actually works and that you can run yourself.

    Timeline: 4-6 weeks
    Your time investment: Weekly 30-minute check-ins + async reviews

    What’s Included:

    • Scoping session to define the exact deliverable and success criteria.

    • One focused build: financial model, reporting dashboard, or KPI framework.

    • Iterative reviews with asynchronous feedback loops (no waiting for weekly calls).

    • Documentation and handoff guide so you can maintain it independently.

    • 2-week post-delivery check-in included.

    Client Outcome: You have a working, documented system or model - built for your business, not a generic template.

  • A senior finance mind in your corner, every month.

    Timeline: Ongoing (3-month minimum)
    Your time investment: ~2 hours/month of your time

    What’s included:

    • One recurring monthly deliverable (updated model, dashboard refresh, or KPI report).

    • One 60-minute async-first strategy session per month.

    • Ad-hoc questions answered within 24-48 hours.

    • Quarterly review of scope and priorities.

    • Available only to clients who have completed Tier 1 or Tier 2.

    Client Outcome: You always know where your business stands financially - without hiring a full-time FP&A lead.

How We’ve Helped

Hospitality Technology — Capital Raise Support

Provided financial modeling and investor materials for a structured debt placement on a growing vacation rental management business. Built a multi-scenario analysis across unlevered, interest-only, and leveraged structures, and produced the full investor package including OM and teaser. Worked directly with ownership through multiple investor review cycles.

Community Development Capital — Deal Advisory

Supported ongoing financial analysis and underwriting for a capital advisory firm focused on real estate transactions across public and private financing structures, including New Market Tax Credits and opportunity zone investments.

Owner-Operated Services Business — Financial Modeling

Built a financial model and scenario analysis for an owner-operator evaluating growth investments, cost structure, and seasonal cash flow management. Delivered a working tool the owner could maintain and update independently.

Not sure which tier fits?

Fill out our contact form and start with an introductory call. We’ll talk through your situation and tell you exactly what would be most useful.