SMALL BUSINESS FP&A SERVICE PACKAGES

Forward-Looking Financial Insights Built for Every Stage of Growth

The Schlott Company delivers scalable FP&A solutions tailored to the evolving needs of small and mid-sized businesses. From foundational planning tools to enterprise-grade analytics, each package is built to drive smarter decisions, improved profitability, and long-term growth.

ESSENTIAL INSIGHTS

Best for early-stage or lean teams building financial structure

FP&A Features:

  • Starter budgeting templates

  • Expense categorization and variance tracking

  • Cash flow forecasting (30/60/90-day)

  • Simple KPI tracking dashboard (Google Sheets/Excel)

  • QuickBooks/financial data integration

Support Includes:

  • Monthly reporting walkthrough

  • Basic forecast updates

  • Light-touch advisory for early planning questions

FREE CONSULTATION

GROWTH OPTIMIZER

Ideal for growing teams that need structured planning and performance management

FP&A Features:

  • Department-level budgeting & variance analysis

  • Rolling 12-month forecast modeling

  • Cost driver analysis & margin visibility

  • Mid-tier dashboarding (Excel + optional Power BI Lite)

  • Scenario planning for headcount, pricing, or capex

Support Includes:

  • Monthly financial performance reviews

  • Budget vs. actual reporting

  • Hands-on implementation of planning cadence

FREE CONSULTATION

STRATEGIC EDGE

Designed for scaling businesses with complex data and strategic needs

FP&A Features:

  • Fully integrated budget/forecast model

  • Multi-scenario planning (best/mid/worst case)

  • Unit economics, LTV:CAC, cohort or channel modeling

  • Power BI or Tableau dashboard suite

  • M&A readiness and investor report support

Support Includes:

  • Executive-level FP&A advisory

  • In-depth financial health and growth analysis

  • Custom board/investor reporting packs

FREE CONSULTATION