Strategic FP&A Advisory for Growth-Focused Businesses

Full-service financial planning and analysis that turns your books into decisions: KPIs, budgeting, forecasting, scenario modeling, and cash flow planning.

KPI dashboards & performance management Budgeting, forecasting & scenarios Integrates with accounting & tax planning
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Best for owners who need forward-looking visibility and CFO-level financial leadership, without hiring a full-time CFO.

Fit check

Is Strategic FP&A right for you?

You’re a fit for this service if several of these sound familiar:

  • You want KPIs and reporting that answer: What’s driving results, and what should we do next?
  • You need budgeting and forecasting that supports hiring, pricing, expansion, or cost control decisions.
  • Your cash flow timing matters and you want clarity on runway, working capital, and planned investments.
  • You want CFO-level insight, but you don’t want a full-time finance executive.
  • You already have outsourced accounting and want strategy layered on top (or you want us to own both).
  • You want FP&A that connects to proactive tax planning, not just compliance.

If you mainly want better reporting on top of bookkeeping (without forecasting and strategy), start with our Foundational FP&A Reporting tier.

Outcomes

What you get with Strategic FP&A Advisory

KPIs that manage performance

Dashboards and metrics built around how your business makes money, where it leaks profit, and what levers move outcomes.

Planning you can operate from

Budgets, rolling forecasts, and scenario models to plan growth, control costs, and avoid surprise outcomes.

Cash flow visibility

Cash flow planning and working-capital insight so you can invest, hire, and distribute with confidence.

Integrated finance + tax strategy

FP&A that informs tax planning decisions around timing, compensation, and capital spending, aligned to the books.

Scope

What’s included in Strategic FP&A Advisory

1. KPI framework & executive dashboards

  • Define KPIs tied to your business model (financial + operational).
  • Standardize KPI definitions and data sources to keep reporting consistent.
  • Deliver executive dashboards (typically Power BI or equivalent) with monthly/quarterly refresh.

2. Financial statement analysis

  • Monthly or quarterly analysis of P&L, balance sheet, and cash flow.
  • Variance analysis vs budget/forecast/prior periods with driver-based explanations.
  • Executive commentary: what changed, why it changed, and what to do next.

3. Budgeting & rolling forecasting

  • Annual budget built around goals, constraints, and operating drivers.
  • Rolling forecast updated monthly or quarterly based on actual performance.
  • Operating-driver models that reduce spreadsheet guesswork.

4. Scenario & sensitivity modeling

  • Model hiring plans, pricing changes, cost reductions, and growth initiatives.
  • Downside protection scenarios (slower sales, margin compression, delayed collections).
  • Break-even and sensitivity analysis to quantify the range of outcomes.

5. Cash flow planning & working capital

  • Short- and medium-term cash flow forecasts.
  • Working capital insights (AR, AP, inventory, cash conversion).
  • Planning for distributions, tax payments, and major spend decisions.

6. Advisory cadence & decision support

  • Monthly or quarterly strategy sessions with action items.
  • Support for operational decisions that impact margin and cash.
  • Coordination with your internal team, bookkeeper, and vendors as needed.

7. Integration with outsourced accounting

  • Align reporting to your month-end close and chart of accounts.
  • Improve financial statement reliability by identifying recurring classification issues.
  • Optional: pair with our outsourced accounting service for a single accountable owner of the numbers.

8. Integration with strategic tax planning

  • Use forecasts to plan tax payments and reduce year-end surprises.
  • Evaluate timing decisions and key elections through a cash and profit lens.
  • Coordinate with your tax plan for compensation, capex, and entity strategy where in scope.
Guardrails

What’s not included in this service

We keep this engagement strategic and high-leverage

To keep scope clear and fees predictable, the following are not part of standard Strategic FP&A Advisory:

  • Day-to-day bookkeeping and transaction processing (unless scoped under outsourced accounting).
  • Audit, review, or other attestation services.
  • Business valuation, M&A structuring, or complex one-off models (scoped separately).
  • Legal services or investment advisory.
  • Implementing ERP systems or custom analytics engineering (available as separate projects).

These exclusions don’t mean we can’t help. They just mean additional work is scoped and priced separately.

Process

How the process works

1

Discovery & scoping

We review your goals, business model, reporting needs, and current financials. Then we propose a fixed monthly fee based on cadence and complexity.

2

Model & dashboard build

We define KPIs, build dashboards, and set up planning models (budget, forecast, scenarios) aligned to your chart of accounts and operations.

3

Monthly/quarterly FP&A cycle

Each cycle includes analysis, KPI updates, forecast refresh (as scoped), and an advisory meeting with clear action items.

4

Iteration & optimization

As your business changes, we refine KPIs, planning assumptions, and reporting so finance stays aligned with how you operate.

Pricing overview

What this typically costs

See Pricing Matrix

Strategic FP&A Advisory is typically a fixed monthly fee based on complexity, reporting cadence, and the level of forecasting and modeling required.

Most clients are priced on a predictable monthly retainer. We confirm fit, define deliverables, and agree on a fixed fee before work begins. If you also want outsourced accounting and strategic tax planning, we scope the combined platform so one team owns the numbers end-to-end.

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FAQ

Frequently asked questions

Is this basically a fractional CFO service?
It overlaps heavily. The difference is structure: this engagement is FP&A-led (KPIs, forecasts, scenarios) and built around an operating cadence, not ad hoc advice.
Do we need you to do our bookkeeping too?
Not always, but timely and accurate books are essential. Many clients pair Strategic FP&A with outsourced accounting so the data pipeline stays clean.
How often do we meet?
Most clients meet monthly or quarterly. Frequency depends on decision velocity and how often you want forecasts refreshed.

Ready for KPIs, forecasts, and finance that drives decisions?

Tell us about your business and goals. We’ll confirm fit, define deliverables, and scope a fixed-fee Strategic FP&A engagement.

Request a Consultation