Stop Guessing.
Start Planning.

FP&A is where finance becomes strategic.

FP&A is about understanding what’s next—and how to prepare for it. Not just forecasting. But translating goals into financial plans, testing assumptions, and guiding high-stakes decisions.

Bookkeeping gives you clarity. Controlling gives you control. FP&A gives you foresight.

It answers questions like:

• Can we afford to scale production or headcount?

• What happens to cash if revenue drops 15%?

• Which SKUs or customers are driving margin?

• Are we actually profitable—or just busy?

Budgeting & Forecasting

Build forward-looking financial plans that align with strategy and actuals.

What We Deliver

Our FP&A services include:

Cash Flow Management

Extend your visibility beyond 13 weeks. Model seasonality, working capital cycles, and cash runway.

KPI Reporting & Dashboards

Track the metrics that truly drive your business—and know what to do with them.

Profitability & Unit Economics

Understand margin drivers and assess model viability with CAC, LTV, and COGS.

Scenario Modeling

Run “what ifs” to support critical decisions—like pricing, headcount, or funding rounds.

3-Statement Model Build

Fully integrated operating model with P&L, Balance Sheet, and Cash Flow.

Two Ways to Work With Us

Whether you need a one-time model or ongoing financial insight, we tailor FP&A to fit your stage and goals. Choose a focused project to get started fast—or a recurring partnership to stay sharp month over month.

Ongoing FP&A Support

Monthly cadence focused on insights and decision support.

• Maintain and update forecasts

• Track KPIs and performance vs. plan

• Support leadership with strategic input

• Reforecast, adjust, and stay agile

Model Build Project

A focused, 6–8 week engagement to create your custom financial model.

• Ideal for board readiness, scenario planning, or your first real forecast.

• Discovery & data gathering

• Assumption setting & driver architecture

• Presentation, iteration, and delivery

Why It Matters

Without a model, you’re not making decisions—you’re making bets. Most companies rely on gut instinct and half-finished spreadsheets. That may work in the early days—but it doesn’t scale.

FP&A helps you shift from reactive to proactive. We don’t just build spreadsheets. We help you see around corners.

Where It Fits in the Stack: FP&A is Tier 3 of our full-stack finance model:

• Bookkeeping → Clean, reconciled financials

• Controlling → Cash visibility and spend discipline

• FP&A → Strategic planning, decision support, and growth modeling
  

Each layer builds on the last. That’s what makes our system scalable—and sustainable.

Ready to Look Ahead with Clarity?

Whether you’re building your first budget, prepping for a board meeting, or trying to make sense of your numbers—FP&A gets you there.