Financial Planning & Analysis (FP&A)

Forward-looking insights—budgets, forecasts, and metrics—that turn data into smarter decisions.

FP&A Services That Transform Your Data Into Decisions

Our FP&A services help you forecast growth, understand margins, and plan strategically. From dynamic models and budgets to KPI dashboards and scenario planning, our FP&A services equip you to lead with insight—not just hindsight. Whether you need ongoing FP&A services or project-based support, we tailor every engagement to your stage and goals.

What We Provide:

Budgeting and forecasting

Smart budgeting and forecasting to guide decisions and drive growth.

KPI tracking and dashboards

PI tracking and dashboards that turn data into clear, actionable insights.

Cash flow modeling and runway analysis

ash flow modeling and runway analysis to plan ahead with confidence.

Variance reporting (budget vs. actual)

Variance reporting (budget vs. actual) for clear visibility into performance.

Scenario analysis (hiring, pricing, expansion)

Scenario analysis (hiring, pricing, expansion) to guide smarter business decisions.

More Strategic Than Bookkeepers. More Scalable Than In-House

Our model is built for founders who want high-touch, long-term support—from early growth through exit. We deliver full-service accounting, FP&A, and strategic CFO guidance without the cost of an in-house team.