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.
Sometimes the best-looking number in the financial report is the one that should worry the CFO most. The operations director has good news. “We’re $400,000 under budget.” The CFO looks up. “How?” “We delayed…
Read article →Finance can explain every number. Management still doesn’t know what to do. The finance department has solved the mystery. Revenue missed budget by $1.2 million, and after three days of analysis, two meetings, and…
Read article →The skincare business promises to improve what we see in the mirror. Acquisition accounting occasionally tries something similar with a financial result. The more interesting question is which improvements survive when the flattering adjustments…
Read article →Hosted by Sarah Schlott, FP&A Today brings finance leaders together for practical conversations about planning, performance, and decisions.
An ambitious target is not the problem. The problem begins when Finance is expected to defend it as a forecast the business can actually deliver. What happens when leadership decides the number before Finance has built the operating forecast? In this episode…
Whether you need ongoing FP&A support, a better forecasting process, or help developing your team, tell us what’s on your plate.
