Financial Planning and Analysis
A plan you can steer by, kept current every month.
Financial planning and analysis, often called FP&A, is the work of looking forward. We build your budget, keep a rolling forecast current, and model the decisions you are weighing. You can hire us for this on its own, with or without a fractional CFO, and keep your current bookkeeper or CPA.
Showing for
What we build
Four pieces, built on your real numbers.
Every model starts from your actual books, not a template. When the month closes, the plan moves with it.
An annual budget
Built with you from your real history, by department, location, or job, so it is a plan people can be held to.
A rolling forecast
Cash and profit rolled forward every month with what actually happened, always looking twelve months out.
Scenario models
What the hire, the price change, the new location, or the slow quarter does to cash and margin before you commit.
Budget versus actual review
Where you landed against plan each month, and the reasons behind the gaps that matter.
Scope
The work we cover.
- Annual budget build
- Rolling twelve-month forecast
- Cash flow forecasting
- Scenario and what-if modeling
- Unit economics and margin analysis
- Headcount and capital planning
- Lender and covenant projections
- KPI definitions and tracking
How it relates to CFO Advisory
FP&A builds the plan. A CFO leads the decisions made with it.
Hire us for planning alone, or pair it with CFO Advisory and the same team runs both. If your numbers are not reliable yet, the first step is a clean baseline, with us or with whoever you use today.
Who it fits
Usually one of these.
- Companies whose budget lives in a spreadsheet nobody opens after January
- Leadership teams with a decision on the table and no model behind it
- Businesses with a CFO or controller who needs planning capacity
- Owners preparing for a lender, investor, or eventual sale
Tell us what you are planning for.
A budget season, a big decision, or a forecast nobody trusts. We will tell you what we would build first.
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