Proquest Consulting
Financial Consulting • FP&A • CFO Advisory

Build a financial engine that scales with your growth.

Proquest Consulting partners with founders and finance leaders to unlock growth, improve margins, and design resilient financial operations. We blend data-driven FP&A, disciplined cost optimization, and strategic CFO advisory.

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3–7%Avg. EBITDA lift from targeted cost & pricing programs
12 wksTypical timeframe to first measurable ROI outcomes
50+Transformations across SaaS, e-commerce, and services

Services that move the needle

We focus on a compact set of high-leverage programs that compound results. Each engagement includes structured discovery, impact modeling, and a crisp operating cadence.

FP&A Overhaul

Build an FP&A engine that informs every decision—driver-based models, rolling forecasts, scenario planning, and board-ready insight packs.

  • Driver tree & KPI architecture
  • Rolling 13-week cash + 12-month forecast
  • Self-serve dashboards for execs & teams

Margin & Cost Excellence

From pricing to procurement, we identify profit traps and unlock 3–7%+ EBITDA through surgical programs—not blanket cuts.

  • Pricing & discount architecture
  • Unit economics, COGS & OpEx deep-dive
  • Vendor strategy & zero-based budgeting

Fractional CFO Advisory

Strategic finance leadership without the full-time cost: capital planning, board prep, fundraising readiness, and M&A support.

  • Cash runway & capital stack strategy
  • Investor narratives & data rooms
  • OKR alignment & operating cadence

Recent outcomes

Representative results from recent engagements. Specifics anonymized for confidentiality.

SaaS • Series B

Pricing redesign → +18% NRR

Rebuilt pricing & packaging with value metrics. Introduced guardrails for discounting; enabled plan mix shift to higher tiers.

  • +18% Net Revenue Retention
  • -22% uncontrolled discounting
  • Board-ready cohort & logo-churn views
E-commerce

COGS program → +6.1% GM

Vendor consolidation and landed-cost modeling exposed margin leakage. Implemented MOQ playbook and freight optimizations.

  • +6.1% gross margin within two quarters
  • $1.2M annualized working capital unlocked
  • SKU-level contribution dashboards
Professional Services

Utilization → +9 pts

Shifted resourcing model, added rate cards, and implemented time-to-cash guardrails.

  • Utilization +9 percentage points
  • DSO reduced by 14 days
  • Quarterly planning ritual installed

A pragmatic approach, built for operators

01 • Discover & Align

We baseline performance, map drivers, and pressure-test goals with leadership. Clear success metrics set up fast wins.

  • Data & KPI audit
  • Stakeholder interviews
  • Outcome-based roadmap

02 • Build & Operate

We co-build models, dashboards, and rituals; then run the cadence with you to drive decisions and accountability.

  • Driver-based models & playbooks
  • Weekly ops rhythm & QBRs
  • Ownership transfer & training

Not another slide deck.

You get operator-grade artifacts—models, dashboards, and decisions—delivered in weeks, not quarters.

Start Your Engagement

Let's talk

No forms. Just direct ways to reach us. Tap WhatsApp to open a chat, or email/call—whatever’s easiest.

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Hours
Mon–Fri • 9:00–6:00
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Prefer a quick brief? Email us a note with your goals and timelines—we’ll respond within 1–2 business days.

Next steps

What happens after you reach out

  • We’ll acknowledge your message and share 2–3 times for a quick intro call.
  • We discuss goals, constraints, and success metrics (30 minutes).
  • You’ll get a concise plan with scope, milestones, and pricing.
No commitment required—if it’s not a fit, we’ll point you to the best next step.
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