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.
Last month, the company expected to finish the year with $12 million in operating profit. This month, the forecast says $10.8 million. The CFO asks what changed. Finance produces a report showing that revenue…
Read article →A department submits a proposal to save $500,000 next year. The presentation looks promising. There are fewer contractors, a new software system, some purchasing efficiencies, and a reassuringly precise number at the bottom. Finance…
Read article →The operations manager wants another employee. The CFO wants overtime reduced. HR wants an approved position before posting the job. And FP&A gets to determine whether everyone is arguing about the same problem. The…
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.
