Small business owners and CEOs often find themselves facing challenges of growing their business without the right financial insights to guide them. Financial Planning & Analysis (FP&A) is the missing piece that can provide the clarity and direction needed to take your business to the next level. By translating financial data into actionable business insights, FP&A helps you make informed decisions that drive growth, optimize performance, and shape your strategic vision. With tailored FP&A solutions, you’ll gain a deeper understanding of your financial landscape, enabling you to navigate challenges and capitalize on opportunities with confidence. Let us help you unlock your business’s potential and achieve sustainable success and growth.
Starting at $2,500 per month¹ Our FP&A services are offered on a flexible, subscription-based model, allowing you to access the expertise and support you need when you need it. With a monthly subscription, you can choose the level of service that best fits your business. Pricing is based on factors such as company size, the number of strategic meetings, and the scope of deliverables. Whether you’re looking for regular financial reports, in-depth forecasting, or strategic advisory sessions, we tailor our services to meet your specific business goals. This ensures you get the right insight and support, at a cost that aligns with your business’s needs and budget. Onboarding/Implementation is 25% of the monthly subscription, charged weekly until approval of FP&A Plan, minimum 4 weeks. Monthly subscription begins after Onboarding/Implementation. ¹ estimate based on $1 million in revenue, cashflow analysis, KPIs, dashboard, and 1x monthly meetings.
FP&A is essential for turning financial data into actionable insights that drive business growth. It goes beyond just number crunching—it provides clarity on your company’s financial health and helps guide key decisions. Financial Analysis for Smarter Decisions FP&A delivers in-depth financial analysis, helping you assess profitability, costs, and operational efficiency. These insights help you identify strengths to capitalize on and weaknesses to address, while making sure your decisions are backed by solid data. Cash Flow Analysis for Stability Proper cash flow management is crucial for long-term success. FP&A forecasts cash flow, ensuring you have the liquidity to cover expenses and seize new opportunities, so you’re never caught off guard by financial shortfalls. Budgeting & Forecasting for Growth Effective budgeting and forecasting are critical for planning for the future. FP&A provides detailed projections and realistic budget plans, enabling you to set achievable goals and track performance. This ensures you have a clear financial roadmap, helping you adjust strategies as needed to stay on course. The Bottom Line FP&A helps you turn financial data into a clear roadmap for success, ensuring your business remains profitable, efficient, and positively positioned for growth.
Financial Analysis Cashflow Analysis Variance Analysis Budgets Forecasts Strategic Financial Reporting Virtual CFO services KPIs Dashboards Strategic Advisory Sessions
We follow a structured, step-by-step approach to ensure that your financial planning and analysis needs are met with precision and clarity. Here’s how we work with you to turn your financial data into actionable insights: We begin with a one-on-one consultation to understand your business goals, current financial situation, and any key challenges you are faced with. This helps us tailor our FP&A services to your specific needs, ensuring that we can focus on the areas that matter most to you and your business. Once we understand your goals, we gather all relevant financial data, including historical financial statements, cash flow reports, and operational metrics. Our team then performs a thorough review of your finances to assess your current performance and identify opportunities for improvement. We dive deep into your financial data to provide detailed insights into profitability, cost structures, cash flow, and other key financial metrics. Our analysis helps you understand where your business is excelling and where adjustments are needed, giving you a clear picture of your overall financial health. Using our analysis, we create a customized budget and financial forecast that aligns with your short-term and long-term business goals. This includes revenue projections, expense management plans, and cash flow forecasting, all designed to ensure you have the financial resources to support growth. We meet regularly with you to discuss the findings from our analysis, present financial forecasts², and suggest strategic actions. These sessions allow us to collaborate on growth strategies, optimize financial performance, and make adjustments to your plan as needed. FP&A is an ongoing process. We continue to monitor your financial performance, comparing actual results to forecasts and budgets². Through regular check-ins and updates, we provide ongoing support and ensure your business is on track to meet its financial goals. Our team delivers regular financial reports that highlight key performance indicators (KPIs) and other relevant metrics². These reports keep you informed and empower you to make timely, data-driven decisions that drive business growth and profitability. ² depends on selection of deliverables
FP&A stands for Financial Planning & Analysis, a critical process that helps businesses understand their financial health and make data-driven decisions. By analyzing historical financial data and forecasting future performance, FP&A provides valuable insights that guide budgeting, cost control, and long-term business strategy. It ensures that you can plan for growth, avoid financial risks, and make informed decisions to promote success. FP&A services benefit businesses of all sizes, but they are especially useful for small to mid-sized businesses that may not have in-house financial experts. Whether you’re a startup looking to set up solid financial practices or an established company planning for growth, FP&A helps provide the financial clarity needed to scale effectively. Our FP&A services include: FP&A helps identify areas where your business is underperforming, whether it’s through inefficiencies, excessive costs, or missed revenue opportunities. With regular financial reviews, budgeting, and forecasting, FP&A ensures that resources are allocated efficiently and that strategies are in place to boost profitability and cash flow. While accounting focuses on recording and reporting financial transactions (historical data), FP&A uses this data to analyze financial performance and forecast future results. FP&A is more forward-looking, focusing on budgeting, strategic planning, and providing insights to guide decision-making. Not necessarily. FP&A can be handled by a part-time or virtual CFO. This approach provides you with high-level financial insights and strategic guidance without the cost of a full-time CFO. A Virtual CFO can oversee your FP&A needs, offer expert financial advice, and ensure your financial strategy aligns with your business goals. FP&A ensures that your business has a clear, realistic budget based on accurate financial data. By creating detailed financial forecasts, FP&A helps you predict future revenue, expenses, and cash flow. This enables you to set measurable goals and adjust strategies proactively, ensuring that you stay on track financially. It depends on your business needs, but many small businesses benefit from monthly or quarterly financial reviews. Regular meetings with your FP&A team ensure that you’re always informed about your financial health, so you can make timely adjustments to your strategy and stay on top of opportunities and risks. Our FP&A services are offered on a subscription basis, with pricing based on factors like company size, the number of meetings, and the complexity of deliverables. We tailor our services to fit your specific business needs and budget, ensuring that you only pay for the support you require. Yes, FP&A services are invaluable when it comes to preparing for financing or attracting investors. By providing detailed financial forecasts, cash flow projections, and a clear financial roadmap, FP&A helps you present your business in the best light, making it easier to secure loans or investment. Getting started is simple. Contact us to schedule an initial consultation, where we’ll assess your business’s financial needs and goals. From there, we’ll design a tailored FP&A plan that fits your company’s size, industry, and growth objectives.
The types of clients that benefit most from our services include: We specialize in the following industries:
Ready to take your business’s financial strategy to the next level? Here’s how to get started with our FP&A services: The first step is simple. Contact us to schedule a free consultation. During this session, we’ll discuss your business’s unique financial challenges, goals, and needs. We’ll also answer any questions you have about our services and how we can help you achieve long-term success. After our consultation, we’ll work with you to conduct an in-depth assessment of your current financial situation. We’ll review your financial statements, cash flow, and overall business health to get a clear picture of where you stand and identify areas for improvement and growth. Based on our assessment, we’ll develop a personalized FP&A plan designed to help you meet your specific business goals. Whether you need ongoing financial analysis, budgeting and forecasting, or strategic financial reporting, we’ll ensure the plan is aligned with your business’s needs. Once you approve your customized plan, we’ll kick off our services. From financial analysis and cash flow management to regular strategy sessions, we’ll start providing you with the insights and support you need to move your business forward. FP&A is a continuous process. We’ll provide you with regular updates, reports, and strategy sessions to ensure you’re always informed and on track. Our team will be there to adjust your financial strategy as your business grows and evolves. With our FP&A services, you’ll have a clear financial roadmap that enables you to make smarter, data-driven decisions. Together, we’ll help your business reach new heights, manage risks effectively, and build long-term success.