Financial Planning and Analysis

Enhance Predictability to Make Moves for the Future

In today’s environment, change is inevitable. Strong financial planning & analysis enable you to plan ahead.

Our part-time financial analysts help provide deeper visibility into your business to make data-based decisions and prioritize the right actions for growth.

Forecasting and Budgeting

Take the guesswork out of financial planning.

Forecasting isn’t about predicting the future—it’s about continuously leveraging insights to boost agility. Work with a best-in-class financial forecasting consultant to help you identify opportunities for growth.

✓ Develop targets and prioritize the right initiatives in your annual plan.
✓ Measure performance against expectation with budget variance analysis.
✓ Introduce more granularity into your objectives and assumptions.
✓ Get up-to-date reports and avoid working off old assumptions.

Data Visualization and Dashboarding

Trust in your data.

Redesign how you view and use data so you can spend time-solving challenges and driving outcomes. Our remote financial analysts help you define the metrics that drive your business and track your progress in real-time.

✓ Surface insights for faster decisions with KPI dashboarding.
✓ Track and manage performance and ROI day-to-day.
✓ Eliminate data silos across departments to aid reporting and collaboration.
✓ Turn your data into actionable reports and scorecards.

Business Analysis

Key in on what makes your business tick.

Zero in on your growth levers and problem areas. Sharpen your competitive edge with a focus on the right drivers, pricing strategy, or profitability plan.

✓ Align pricing with customer behavior to drive revenue.
✓ Control your success by targeting key performance influencers.
✓ Combat decreasing margins and build a sustainable profitability model.
✓ Rely on expert financial analysis to spotlight areas of risk and impact.

Advanced Forecasting

Advanced FP&A capabilities are made possible for any business.

Financial planning & analysis is growing more complex as new technology and techniques emerge. Our part-time financial analysts make advanced forecasting achievable for your business.

✓ Increase predictability in your projections.
✓ Get guidance on implementing tools like AI into your forecasts.
✓ Explore new ways to view and analyze your business.

Optimize Your Business

As accounting and finance experts, we can help you optimize your financial processes and streamline your accounting practices, so you can get back to focusing on what really matters — growing your business and achieving your goals.

Let’s work together to take your business to the next level.

If you’re interested in learning more, please email us at

We’d be happy to chat and discuss how we can help.