The FP&A capacity you need, without a one-size-fits-all engagement.
Some teams need a dependable reporting cycle. Others need dedicated analytical capacity or a defined project. We scope the work around the deliverables, review responsibilities, and decisions your business needs.
Discuss your FP&A needs ↗Built around clear deliverables and responsibilities
Recurring FP&A services
An agreed monthly or quarterly workplan can cover management reporting, rolling forecasts, cash forecasts, KPI monitoring, and performance reviews. We agree on a deliverable schedule, inputs, reviewers, and change requests.
Fractional FP&A support
We provide an agreed level of ongoing FP&A execution alongside your CFO, controller, or finance team. Responsibilities, access, working rhythms, and escalation paths are established in advance.
Defined FP&A projects
For a discrete outcome—such as a financial model, budgeting process, board reporting package, or forecast rebuild—we agree on objectives, assumptions, outputs, milestones, and acceptance criteria before work starts.
A combined approach
If you need to repair a process and have us operate it afterward, we can scope an implementation phase followed by recurring production and ongoing refinement.
The engagement model is a starting point. Frequency, resource commitments, deliverables, and commercial terms are agreed in the statement of work; no public package or fixed turnaround is implied.
Ready to define the scope?
Tell us what you want produced and how often. We’ll discuss a sensible next step.