Financial Planning & Analysis (FP&A)

We provide expert Financial Planning & Analysis (FP&A) services to streamline budgets, forecasts, and variance reporting. With deep experience across manufacturing, healthcare, tech, and non-profit, we deliver practical insights that drive smarter decisions and sustainable growth.

  • Annual budgets & rolling forecasts

  • Variance analysis & executive reporting packages

  • Scenario modeling & sensitivity analysis

  • Cost center alignment and profitability by segment

Case Study: Built a rolling forecast model for a $200M manufacturing client, improving budget accuracy and enabling faster executive decision-making.

Reporting & Dashboards

We build automated Power BI and Excel dashboards that turn raw data into clear, real-time financial reporting. From multi-step income statements to KPI scorecards, our dashboards reduce manual work and help leadership act quickly with confidence.

  • Power BI / Excel dashboard design & automation

  • Monthly reporting packages (P&L, Balance Sheet, Cash Flow)

  • KPI scorecards for revenue, margin, cash, and operations

  • Data modeling, ETL, and source system integration (e.g., NetSuite, QuickBooks)

Case Study: Designed a Power BI sales dashboard that reduced manual reporting time by 70% and gave leadership real-time visibility into performance.

Strategic Finance Advisory

Our strategic finance advisory aligns operations with financial goals. We partner with CEOs, COOs, and CFOs to establish KPIs, cost optimization, and process improvements that strengthen performance and readiness for scale or transaction.

  • KPI design and operational cadence (scorecards & reviews)

  • Process improvement for close, reporting, and controls

  • Pricing, margin, and unit economics analysis

  • Board materials, investor prep, and strategic planning support

Case Study: Partnered with a healthcare COO to implement KPIs and margin analysis that identified $1.5M in annual cost savings opportunities.

Business Consulting & CPA Advisory

We deliver CPA-level accounting and consulting services that strengthen your month-end close, compliance, and overall financial operations. From reconciliations to audit readiness, we create structure and consistency that improves accuracy and transparency. Our work includes designing policies and procedures that streamline workflows, reduce errors, and ensure timely reporting for leadership and stakeholders.

  • Month-end close management & optimization

  • Bank, credit card, and account reconciliations

  • Journal entry preparation & review

  • Chart-of-accounts design & P&L classification

  • ERP alignment (NetSuite, QuickBooks, other systems)

  • Policies & procedures for accounting, reporting, and controls

  • Internal controls design & implementation

  • Audit readiness & GAAP-compliant reporting packages

Case Study: Streamlined month-end close for a non-profit client, cutting the close cycle from 15 to 7 days through reconciliations, policies, and procedures.