Services
Financial & Operational Consulting
Month8 works in two practice areas, each with four services. Financial consulting covers planning, profitability, transactions and fractional CFO work. Operational consulting covers sales and marketing, customer retention, efficiency, and analytics. The two often go together: the numbers show where to look, and operational work fixes what they find. Clients engage Month8 for a single project or ongoing advisory support, and each area links to its Learn guide for background.
Financial consulting
1. Strategic planning and forecasting
Plans and forecasts that leaders actually use to make decisions.
- Annual budget, three-year plan and rolling forecast
- Scenario planning for growth, downturns and new initiatives
- Growth strategy, market expansion and build-vs-buy analysis
- Financial models for new products and business models
- Board and investor reporting
Background: Planning and forecasting
2. Profitability and margin improvement
A clear view of where you make and lose money, followed by a plan to fix it.
- Unit economics and profitability by product, location and customer
- Operating model redesign and cost reduction
- Pricing and go-to-market analysis
- Profit improvement plans for businesses or divisions with declining results
Background: Margins and costs
3. M&A and transaction support
Support across the whole deal, from first model to post-close integration.
- Acquisition valuation and financial modeling
- Due diligence, both buy-side and sell-side
- Negotiation support, deal structure, accounting and tax considerations
- Integration planning and synergy tracking
- Exit readiness and sale preparation
Background: M&A and exits and Capital and investors
4. Fractional CFO services
A part-time CFO who works as a member of your leadership team and draws on any of the areas on this page as needed.
- Monthly reporting, KPI dashboards and board or investor packages
- Analysis focusing on profitability, unit economics, identifying opportunities and risks
- Cash flow forecasting, liquidity and runway management
- Banking and lender relationships
- Finance team assessment, hiring and upskilling
- Audit preparation and working with outside accountants
Good fit when: you've outgrown your bookkeeper or controller but aren't ready for a full-time CFO.
Background: What is a fractional CFO?
Operational consulting
5. Sales and marketing performance
A clear, numbers-based view of what drives revenue, and where sales and marketing spending pays off.
- Pipeline, funnel and conversion analysis
- Customer acquisition cost, lifetime value and payback by channel
- Marketing return on investment and budget allocation
- Pricing, discounting and sales compensation design
- Sales forecasting, territory and quota planning
Good fit when: spending on sales and marketing is growing faster than revenue, or you can't tell which channels and teams are profitable.
Background: Is your sales and marketing spending paying off?
6. Customer retention and churn
Understanding which customers leave, why, and what keeping them is worth.
- Churn and retention analysis by customer segment, product and cohort
- Revenue and margin lost to churn, and the payback on retention efforts
- Early warning signs and customer health scoring
- Pricing, contract and service changes that reduce churn
- Net revenue retention and expansion revenue
Good fit when: you're replacing lost customers just to stand still, or renewals and repeat purchases are slipping.
Background: Why keeping customers usually beats winning new ones
7. Operational efficiency
Finding where time, money and effort leak out of how the business runs, and fixing it.
- Process mapping and bottleneck analysis
- Cost-to-serve and productivity analysis by location, team or customer
- Benchmarks and KPIs for multi-site and service operations
- Vendor, procurement and cost reviews
- Automation and AI opportunities in back-office and customer operations
- Organization design and staffing models
Good fit when: costs are rising faster than revenue, or growth is straining the way work gets done.
Background: Where operational efficiency hides
8. Analytics and business intelligence
Turning the data you already have into reports and dashboards people actually use.
- KPI design: choosing the few metrics that matter for each team
- Self-service dashboards and reporting (Tableau, Power BI)
- Review of finance and operating systems, and automation of manual reporting
- Connecting data across finance, sales and operations
- Using AI and modern analytics to forecast and spot risks earlier
Good fit when: reports take too long to produce, different teams quote different numbers, or decisions get made without data.
Background: KPIs and dashboards and Data, analytics and AI
How engagements work
Every engagement is tailored to its scope: a defined project, ongoing advisory support, or a part-time fractional CFO role. The scope and fee are agreed up front. Month8 takes on a limited number of projects each year and works remotely with clients nationwide.