How CFOs Control AI Usage Costs
How CFOs control AI usage costs with accountable owners, driver-based forecasts, and spending limits that work before the invoice arrives.
Read article →OUTSOURCED FP&A · CONSULTING & ADVISORY
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Recurring forecasts, monthly management reporting, budgets, cash analysis, and board materials, delivered for your business.
Explore FP&A services ↗CONSULTING & ADVISORYWe help you improve the work.
Build better planning and reporting processes, solve difficult decisions, and strengthen the capabilities of your existing team.
Explore consulting ↗How we help
Practical finance expertise, where it matters.
Forecasting, reporting, modeling and team development tailored to what your business needs.
Forecasting & Planning
Build forecasts and planning processes that reflect business drivers, surface changes early, and help leaders act.
Explore service ↗Scenario Modeling
Evaluate strategic options, pressure-test assumptions, and put costs and consequences on the table.
Explore service ↗Management & Board Reporting
Replace crowded reports with a clear view of performance, risks, decisions, and accountability.
Explore service ↗Cash Flow & Performance
Improve cash visibility, working capital planning, KPI discipline, and variance explanations that lead somewhere.
Explore service ↗FP&A Team Development
Help finance professionals build commercial judgment, executive communication skills, and ownership of decisions.
Explore service ↗Finance Systems & Process
Make reporting and planning processes more reliable, repeatable, and easier for your team to operate.
Explore service ↗Clarity, made tangible
See the business.
Understand the choices.
Illustrative examples of the reporting and decision support we help teams build.
Explore example deliverables ↗Revenue outlook$24.8m↗ 8.4% vs. plan
Operating margin18.6%Scenario dependent
Cash runway16 mo.Base case
Actuals and forward outlookJAN — DEC
JANMARMAYJULSEPDEC
SCENARIO ANALYSISOne decision.
One decision.
Several outcomes.
Base case
Upside
Downside
Make assumptions and trade-offs visible before you commit.
BUILT TO BE USEDBetter questions.
Better questions.
Clearer answers.
Our approach
Start with the decision.
Then fix the finance behind it.
01
DIAGNOSEFind the real constraint
We identify the decisions leadership needs to make and where current analysis, systems, or processes fall short.
02
BUILDBuild what matters
We improve the models, reporting, planning cadence, or workflows that directly support those decisions.
03
EMBEDMake it sustainable
We document the process and work with your team so improvements survive the next reporting cycle.
From the Blog
Ideas worth taking
into the next meeting.
GDP Grew 3.4%. What Should CFOs Change?
The Q3 2026 GDP acceleration does not justify a blanket revenue forecast increase. Here is how CFOs can test demand, margin, working capital and decision triggers before revising their plans.
Read article →A Strong Economy Doesn’t Approve Your Forecast
How CFOs should reforecast after strong GDP growth: evaluate demand drivers, cash requirements, capital commitments, and evidence before changing the plan.
Read article →THE SCHLOTT COMPANY PRESENTS
FP&A Today.
Hosted by Sarah Schlott, FP&A Today brings finance leaders together for practical conversations about planning, performance, and decisions.
LATEST EPISODES
FP&A TODAY
Is Your Forecast Just a Target in Disguise? | Alejandro Hellmund
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…
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