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.

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.