Financial Planning & Analysis Services

Exercise greater discipline in your business today.

Get strategic where it counts.

Financial growth is the goal. Our Financial Planning & Analysis team is here to help you understand your operations—from the small, critical details to the big picture trends and themes. We have the talent, tools, and procedures you need to build and shape the best strategy for your success.

Financial Planning & Analysis Services

  1. Establish a budget
  2. Report actual performance against budget
  3. Assess variances—understand why business performance varied from the plan
  4. Develop a rolling forecast
  5. Refresh forecast regularly based on actual performance
  6. Maintain 12-month outlook on your business (not just where you planned to be the last time you budgeted)
  7. Ad-hoc analysis of gross margin, revenue growth, trends with headcount, customer acquisition cost (CAC), and more

You’re in Good Company

Financial Planning & Analysis Services FAQs

  • US based company (foreign subsidiaries are okay!)
  • Comfortable working with our team virtually
  • Existing QBO account or willingness to migrate to QBO (we can help with the migration assuming it fits your needs)
  • Named point of contact for categorization questions and access to data (could vary by department)

Ready to get started?