Blueprint
Long-Term Financial Modeling & Scenario Planning
Strategic Budget Development
Capital Allocation & Investment Analysis
Business Unit Profitability Modeling
M&A Financial Planning Support
Board-Ready Financial Presentations
Executive Decision Support
Review
Rolling Forecasts & Variance Analysis
Monthly Management Reporting
Real-Time Performance Dashboards
Expense & Cost Center Analysis
Departmental Budget Monitoring
Operational Efficiency Metrics
Financial Systems Optimization
Implementation
Budgeting Tools Setup & Integration
Forecasting Model Automation
KPI Definition & Tracking Frameworks
Workflow Design for Plan/Forecast Cycles
Stakeholder Alignment & Financial Training
Data Visualization (e.g., Power BI, Tableau)
Excel Model Standardization
We are a dedicated FP&A consulting firm helping small businesses make data-informed decisions that drive financial clarity and sustainable growth. Our services cover the full FP&A spectrum—from forward-looking forecasting and scenario planning to real-time financial performance monitoring—ensuring you stay agile and aligned with your strategic goals.
As specialists in small business financial planning and analysis, we understand the power of clear insights. Our mission is to help you improve profitability, allocate capital wisely, and make confident, proactive decisions based on financial truth—not guesswork. Unlike high-cost enterprise solutions, The Schlott Company delivers affordable, white-labeled FP&A services customized for your business size, systems, and stage of growth.
Wherever you want your numbers to take you, we’ll help you get there—with precision and clarity.
