We help companies harmonize their financial strategy to their goals through financial planning and analysis.

Most companies have a bookkeeper and an accountant and while essential to a business, they alone do not provide a comprehensive financial picture. Financial planning and analysis (FP&A) combines financial management, strategic planning, and performance analysis to drive informed decision-making and organizational success. The benefits of FP&A include improved financial visibility, better resource allocation, and enhanced ability to identify growth opportunities and manage risks. Working alongside the bookkeeper and accountant, adding FP&A services can round out the finance function, tapping into an organization’s full potential.

Through our fractional CFO services or short term finance projects, we provide FP&A to companies that would otherwise be limited by size and budget so they too can experience the benefits of having a forward looking financial strategy.

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Services To Fit Your Needs & Budget

Ongoing Fractional CFO Services

When a fixed project isn't enough but a CFO is too much our fractional services bridge the gap...
Align your financial strategy to your business goals for lower risk and more sustainable growth. Having the right financial plan and oversight means you won't miss out on business opportunities or find yourself lacking liquidity. We can be a constant when the only other constant is change.

Finance Projects

Sometimes organizations just need short term support with financial planning and analysis. We can help..
Gain financial clarity to address a challenge or pursue an opportunity within your business. Whether it's improving profitability, creating new revenue structures, or evaluating available options through scenario analysis, you can minimize your risk and feel confident that you didn't leave money on the table.

Our Capabilities

We create mathematical representations of financial performance which can help you forecast future financial outcomes, evaluate investment opportunities, and support you in strategic decision-making. Models can include:

  • Three-statement model
  • Discounted cash flow (DCF) model
  • Budgeting
  • Scenario analysis

Through data analysis and statistics we bring increased understanding and provide you with insights to improve performance, make better financial decisions, and acheive strategic goals. Common financial analyses include:

  • Trend analysis
  • Variance analysis
  • Cash flow analysis
  • Unit economics
  • Profitability analysis (by product, region, business unit, etc.)

Tracking financial performance regularly provides valuable insights for decision making, can detect issues early, identify areas for improvement, and enhance accountability within a business. Ways to measure performance include:

  • Key performance metrics (KPI)
  • Financial ratios
  • Return on investments
  • Industry benchmarking

The process and mechanism we put in place to monitor, review and manage your organization’s financial activities and performance provide the oversight required to stay on target, reduce risks and increase transparency in your financials. Financial oversight can include the following activities:

  • Budgeting
  • Cash flow & liquidity management
  • Financial reporting review
  • Expense management
  • Internal Controls (policies & procedures)
  • Root cause analysis
  • Risk assessment

Assessing your capital needs and evaluating which financial instruments best suit your goals, and situation ensures funds are available and used effectively. Capitalization can be optimized using various forms of:

  • Equity funding
  • Debt financing
  • Grants

We can create something for you that makes calculations or other tasks you do regularly more efficient and less prone to error.  Tools and templates can include:

  • Specialty calculators
  • Bespoke templates (pricing, cash flow, budgeting etc.)
  • Checklists
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