01
Financial Clarity Session
A focused session to identify the financial questions that matter most today and establish a practical first direction.
- Questionnaire and limited review
- 90-minute session
- Three priorities and a one-page plan
Financial planning for service businesses
Know your numbers. Shape what’s next.
Clear financial planning for service businesses
I turn scattered financial data into a clear view of cash flow, profitability and next steps — without unnecessarily complex reporting.
●10+ years in finance
◆Mexico + United States
◐English + Español
Decision map
From scattered data to clear decisions
01
VisibilityWhat is happening
→02
PerspectiveWhat could happen
→03
MethodWhat to do next
●CLARITY OVER COMPLEXITY
Your business doesn’t need more data. It needs a useful read.
If you are selling and growing but still cannot tell how much cash you will have, which clients create margin or which move makes sense, the issue is not effort. It is visibility.
01
Sales are growing, but cash still feels tight.
02
Reports arrive late or miss the full story.
03
There is no reliable short-term forecast.
04
Pricing, hiring or investment decisions feel like guesswork.
SERVICES
Financial clarity for every stage.
Clearly scoped services for microbusinesses, small companies and growing teams. Every option starts with the information your accountant or bookkeeper already prepares.
02
Financial Clarity Review
A focused review of cash, profitability and reporting that turns findings into concrete action.
- Cash, profitability and reporting review
- Five prioritized findings
- 30-day action plan
03
Cash Flow Control Sprint
A practical build to anticipate cash needs and make critical weeks visible before they happen.
- 13-week cash-flow forecast
- Base, upside and stress scenarios
- Dashboard and handoff session
04
Profitability & Performance Sprint
An analysis to understand which clients, projects or services create value and what is driving performance.
- Profitability by client, project or service
- KPIs and variance analysis
- Management dashboard and recommendations
05
Monthly FP&A Partner — Essential
Recurring support to maintain an executive view of cash, forecast, KPIs and variances.
- Monthly forecast refresh
- Monthly executive summary
- One management meeting per month
06
Monthly FP&A Partner — Growth
Expanded support for businesses that need more frequent scenarios and closer decision support.
- Biweekly updates and scenario planning
- Profitability and management reporting
- Two meetings and priority support
One specialty. Two markets.
The same financial discipline, adapted to the reality of each business.
Businesses in Mexico
Cash flow, profitability, budgeting and management reporting for growing SMEs that need control without added bureaucracy.
Businesses in the U.S.
FP&A, cash-flow forecasting, management reporting and scenario analysis — without bookkeeping, tax or payroll services.
THE METHOD
A focused, visible and actionable process.
Understand
Align on the decisions, context and key questions.
Organize
Connect information that currently lives apart.
Interpret
Surface patterns, risks and opportunities.
Decide
Turn findings into clear next steps.
FREE RESOURCES
Clarity can start today.
Assess how visible your company’s financial health really is with a practical list of questions.
ABOUT
I’m Michell Pavageau.
For more than a decade, I have worked across financial planning, cost control, accounts receivable, accounts payable and process optimization within a global operation.
Today I bring that experience to business owners who need a more strategic finance function — someone who connects their numbers to the decisions ahead.
Visit Metric & Method on LinkedIn↗→
Where our work begins
Your accountant records and classifies what happened. Metric & Method interprets, forecasts and helps decide what comes next.
I do not provide tax preparation, audit, payroll or operational bookkeeping.THE NEXT STEP
Let’s make your numbers work for your next decision.
One conversation is enough to identify where greater clarity could make the biggest difference today.
Talk with me on LinkedIn↗