Service Catalog
Three Services.
Defined Scope.
Clear Deliverables.
Each Auditrix service is a fixed-scope engagement with transparent pricing and documented deliverables. You know what you're getting before work begins.
Back to HomeHow Our Services Are Structured
Each of the three services below is a discrete engagement — not a retainer, not an open-ended consulting arrangement. Scope is defined upfront, deliverables are documented, and pricing is fixed before any work begins.
Some organizations engage us for a single service that addresses a specific gap. Others work through multiple services across a planning cycle. Either way, each engagement is designed to be complete in itself — with deliverables your team can use and maintain independently after the engagement closes.
If you're unsure which service fits your situation, the contact form at the bottom of this page is a good place to start. Describe what you're trying to understand or improve, and we'll give you a direct recommendation.
What Every Engagement Includes
Written scope document before work begins
Assumption documentation for all models and forecasts
Deliverables in client-owned formats (Excel, Sheets, or PDF)
Handoff session with usage documentation
Fixed pricing — no scope creep surprises
Service 01
Budgeting & Forecasting
Development of comprehensive budgets and rolling financial forecasts tailored to your organization's planning cycle. We collaborate with department heads and leadership to build models that reflect operational realities and strategic priorities.
Investment
$3,500 USD
Typical Timeline
4–6 weeks
Best Timing
2–3 months pre-fiscal year
Suitable For
All organization types
Deliverables
Master budget document
Departmental budget breakdowns
Rolling forecast model
Variance reporting framework
Assumptions register
What We Need From You
Prior period financial data (12–24 months)
Department-level cost information
Revenue drivers and assumptions
Access to department heads for 2–3 hours
Particularly Useful When
Approaching a new fiscal year without a structured budget
Current budgets are not being used to track variance
Business has grown past the point where informal planning works
Forecasts are frequently wrong in ways that aren't understood
Service 02
Performance Reporting & KPI Dashboards
Design and implementation of management reporting systems that surface the metrics most relevant to your business. We identify key performance indicators, establish data collection workflows, and produce dashboard templates in your preferred format. Monthly reports include commentary on trends and variances.
Investment
$2,200 USD
Typical Timeline
3–5 weeks
Output Format
Your preferred tool
Suitable For
Leadership & ops teams
Deliverables
KPI identification and definitions document
Dashboard template (Excel / Sheets)
Data collection workflow documentation
First monthly report with commentary
Reporting calendar and handoff guide
What We Need From You
Access to existing data sources and reports
Time with leadership to identify priority metrics
Preferred output format (Excel, Sheets, PDF)
Information on who will maintain the reporting going forward
Particularly Useful When
Monthly reporting is inconsistent or takes too long to produce
Leadership reviews financial data but isn't sure what to act on
Different departments track different metrics with no shared view
You know your numbers but struggle to spot trends early
Service 03
Cost-Volume-Profit Analysis
A focused analytical engagement that examines the relationships between costs, sales volume, and profitability within your business. We model break-even points, contribution margins, and sensitivity scenarios to inform pricing, production, and sales decisions.
Investment
$1,800 USD
Typical Timeline
2–3 weeks
Includes
Follow-up consultation
Suitable For
Product & service businesses
Deliverables
Written analysis with findings and recommendations
Break-even calculations by product / service line
Contribution margin model
Sensitivity / scenario models (3 scenarios)
Follow-up consultation (1 hour) to discuss findings
What We Need From You
Revenue by product or service line
Variable and fixed cost breakdown (approximate is fine)
Current pricing structure
Context on pricing decisions you're considering
Particularly Useful When
Reviewing pricing across product lines without clear margin data
Considering capacity expansion and need to understand volume impact
Unsure which product or service lines are actually profitable
Evaluating a new offering and its impact on the overall cost structure
Service Comparison Matrix
| Attribute | Budgeting & Forecasting | KPI Dashboards | CVP Analysis |
|---|---|---|---|
| Price (USD) | $3,500 | $2,200 | $1,800 |
| Timeline | 4–6 weeks | 3–5 weeks | 2–3 weeks |
| Primary Output | Budget + forecast model + variance framework | Dashboard template + reporting workflow | Written analysis + financial models |
| Follow-up Included | Handoff session | Handoff session | Handoff session + 1-hour findings consultation |
| Best Starting Point If | You need structure for the next planning cycle | Your reporting is inconsistent or slow | You're making pricing or capacity decisions without clear margin data |
Not Sure Where to Start?
If your main question is…
"Are we on track to hit our targets this year?"
You probably need a budget with variance tracking — a way to compare actual performance against plan on a monthly basis.
→ Budgeting & ForecastingIf your main question is…
"What's actually happening in our business right now?"
You need consistent, readable reporting — a dashboard and workflow that surfaces the right metrics in a format your team can use without a finance background.
→ Performance Reporting & KPI DashboardsIf your main question is…
"Which of our products are actually profitable?"
You need a clear picture of contribution margins, break-even points, and how your cost structure responds to changes in volume or pricing.
→ Cost-Volume-Profit AnalysisGet Started
Not sure which service fits? Tell us what you're trying to figure out.
Describe your situation and the decisions you're trying to make — we'll come back to you with a direct recommendation and an explanation of why. No sales process, just a clear answer.
Get in Touch