Monthly reporting, forecasts, budgets, board materials, and financial analysis—delivered for your business. Or work with us to strengthen the finance team you already have.
Recurring forecasts, monthly management reporting, budgets, cash analysis, and board materials, delivered for your business.
Explore FP&A services ↗CONSULTING & ADVISORYBuild better planning and reporting processes, solve difficult decisions, and strengthen the capabilities of your existing team.
Explore consulting ↗Forecasting, reporting, modeling and team development tailored to what your business needs.
Build forecasts and planning processes that reflect business drivers, surface changes early, and help leaders act.
Explore service ↗Evaluate strategic options, pressure-test assumptions, and put costs and consequences on the table.
Explore service ↗Replace crowded reports with a clear view of performance, risks, decisions, and accountability.
Explore service ↗Improve cash visibility, working capital planning, KPI discipline, and variance explanations that lead somewhere.
Explore service ↗Help finance professionals build commercial judgment, executive communication skills, and ownership of decisions.
Explore service ↗Make reporting and planning processes more reliable, repeatable, and easier for your team to operate.
Explore service ↗Illustrative examples of the reporting and decision support we help teams build.
Explore example deliverables ↗Make assumptions and trade-offs visible before you commit.
We identify the decisions leadership needs to make and where current analysis, systems, or processes fall short.
We improve the models, reporting, planning cadence, or workflows that directly support those decisions.
We document the process and work with your team so improvements survive the next reporting cycle.
CFOs selecting FP&A software for SaaS companies with GAAP integration must evaluate platforms on their ability to unify subscription KPIs like MRR and churn with automated revenue recognition and accounting system integration.
Read article →There’s something rather satisfying about a company generating billions in cash and announcing plans to give most of it back to shareholders. Until someone in finance asks what happens if the forecast comes in…
Read article →Apparently, Americans have found something to feel slightly better about. The economy. Just don’t ask too many questions about the stock market. On Friday, November 6, the University of Michigan released its preliminary consumer…
Read article →Hosted by Sarah Schlott, FP&A Today brings finance leaders together for practical conversations about planning, performance, and decisions.
Big-company FP&A has valuable lessons - but its processes are often responses to problems your business may not have. What should an FP&A team borrow from Google, Netflix, and Roku, and what should it leave behind? In this episode of FP&A Today,…
Whether you need ongoing FP&A support, a better forecasting process, or help developing your team, tell us what’s on your plate.
