Smart & actionable financial insights for any business.
Better insights, improved profitability, optimized costs, and informed financial decisions — all without hiring a full-time finance team.
Schedule a Consultation
Schedule a consultation to discuss your business and goals. Receive a complimentary 30-minute financial health check.
Features
Monthly Financial Planning & Analysis Reports
Track sales, expenses, and operations with easy-to-understand dashboards for your business. Backed by best-practice FP&A disciplines and rigorous data-driven modeling experience.
Profit & Loss and Cashflow Insights
Understand your profits, losses, and cash position to make informed decisions. Leveraging expertise from managing $500M+ enterprise-wide budgets.
Business Profit Optimization
Identify cost-saving opportunities and revenue growth areas specific to your business, grounded in structured FP&A methodologies.
Budgeting & Forecasting
Build clear, practical budgets and forward-looking forecasts that help you plan for growth, manage expenses, and anticipate financial challenges before they occur.
Fractional CFO Support
Strategic guidance for growth, financing, and expansion without hiring a full-time CFO, informed by years of leading finance teams and building robust financial models.
Automation & Integrations
Connect accounting software, POS, payment processors, and other systems to streamline reporting, as implemented in high-performing finance environments.
Our Plans
Starter
- Basic monthly financial insights
- KPI tracking
- Quarterly recommendations
Growth
- Deep analysis
- Forecasting & scenario planning
- Operational guidance
Pro
- Full FP&A support
- Dashboards & reporting
- Strategic advisory & guidance
One-time budgeting and forecasting packages also available.
What Our Clients Say
“They helped us improve profitability and manage costs effectively.”
“Now I can track my costs and revenue clearly every month.”
“The dashboards and insights are simple and actionable.”
Financial Planning & Analysis FAQs
What is FP&A and how does it help small businesses?
FP&A helps business owners understand financial performance, plan ahead, and make strategic decisions based on data rather than guesswork.
What’s the difference between accounting and FP&A?
Accounting records what happened. FP&A analyzes that information to guide what should happen next — budgeting, forecasting, and decision-making.
Do I need FP&A even if I already have an accountant or bookkeeper?
Yes. Accountants close your books, while FP&A provides insights, scenarios, and strategies to grow and optimize your business.
What types of businesses benefit the most from FP&A?
Restaurants, retailers, service businesses, e-commerce stores, trades, consultants, and more.
How often will I receive reports and insights?
Most clients receive monthly financial packages with insights and recommendations. Weekly or quarterly support available.
What accounting systems do you integrate with?
QuickBooks, Xero, Wave, Sage, Lightspeed, Square, Stripe, PayPal, POS systems, and more.
Do you offer budgeting, forecasting, and scenario planning?
Yes — budgets, rolling forecasts, cash-flow models, and what-if analysis.
Can you help with cost reduction?
Absolutely — we identify expense inefficiencies and profitability opportunities.
What do you need to get started?
Basic financials, accounting system access, and a short onboarding call.
Is my financial information secure?
Yes — everything is strictly confidential and securely stored.
How long does onboarding take?
Typically under one week.
What is included in the financial health check?
A 30-minute review of your numbers, opportunities, risks, and next steps.