For Mid-Market CEOs & Finance Leaders Who Need Budget Confidence — Fast
This is a focused, one-time budget sprint designed to produce a decision-ready financial artifact.
It is intentionally narrow in scope to allow for speed, clarity, and decisiveness.

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

Why Work With Me?
I help growing mid-market teams bridge the gap between goals and the numbers that support them — with clarity, speed, and professional judgment. This sprint delivers a usable budget you can act on immediately.
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
Personalized Service with a Human Touch
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.

Copyright © Davis Financial Services
All Rights Reserved