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 an 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 Embedded Partner engagement, or both.

  • Understand how your finance function actually runs before you change it.

    Timeline: 2 weeks
    Your time investment: Two 60-minute sessions plus 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 with prioritized specific recommendations

    • 90-day roadmap sequencing what to fix, in what order, and why

    • Debrief sessions to walk through it

    What you leave with: You know exactly what’s broken, what to fix first, and why - without spending weeks figuring it out yourself.

  • Build one properly, and own it afterward.

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

    What’s Included:

    • Scoping session to define the deliverable, success criteria, and boundaries in writing

    • One focused build. Typically one of:

      • Financial model - operating, scenario, capital, or unit economics

      • Reporting layer or dashboard built on your existing data

      • A metric definition framework, so numbers mean one thing company-wide

      • A redesigned close or forecast process, documented end to end

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

    • Documentation and handoff guide so you can maintain it independently

    • Two-week post-delivery check-in

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

    Where a build requires engineering work on production systems, Sitka defines the requirements and manages delivery alongside your team.

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

    Timeline: Ongoing (3-month minimum)
    Your time investment: About 2 hours per month

    What’s included:

    • One recurring monthly deliverable (model refresh, reporting update, or metric review).

    • One 60-minute working session per month.

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

    • Quarterly review of scope and priority reset.

    Client Outcome: Senior finance and systems capacity on retainer, without a full-time hire — and no dependency you can't exit.

Selected work

Vacation Rental Management Platform — Capital Structure Analysis Built the analytical infrastructure behind a structured debt placement: a multi-scenario model comparing unlevered, interest-only, and leveraged financing structures, translated into a full investor package. Gave ownership a defensible basis for evaluating financing paths and negotiating with lenders — carried through multiple rounds of investor review.

Hospitality & Agribusiness/Vineyard Ventures (Argentina) — Revenue & Capital Efficiency Strategy
Advised ownership across two hospitality and agribusiness/vineyard ventures on capital budgeting, cash flow forecasting, investor and board level reporting, and expansion strategy in a capital-constrained emerging market — replacing manual spreadsheet tracking with structured financial models. Implemented dynamic revenue management and operational audits that drove a 15% increase in NOI and visibility into operations efficiency and unit economics.

Community Development Capital Advisory — Underwriting Support Ongoing underwriting and analysis support across a portfolio of real estate transactions spanning public and private financing structures, including New Markets Tax Credit and Opportunity Zone investments. Built the standardized framework the team now uses to evaluate deals consistently across a specialized, highly regulated financing landscape.

Owner-Operated Services Business — Operating Model Replaced ad hoc, spreadsheet-only tracking with a structured operating and scenario model covering growth investment, cost structure, and seasonal cash flow. Delivered as a self-contained tool the owner runs and updates independently, with no dependency on outside support.

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.