CFO & FP&A Consulting

Strategic Financial Planning Services

Even with a complete accounting function, most businesses need to look ahead as well as back. Our financial services provide you with financial planning and analysis information to understand how you can grow your business to meet your objectives. From CFO services to in depth financial planning, forecasting and business modeling services, we can build a roadmap for success with you.

Fractional CFO

We pair you with a dedicated CFO-level professional to help provide strategic leadership and tactical guidance, EBITDA add back analysis, and other reporting and planning considered crucial for financial success.
  • Strategic leadership and tactical guidance

  • Operational Dashboard – KPI’s, Flash-report, analytical metrics

  • Customer level data analytics

  • Competitor and potential acquisition analysis

  • Internal Controls documentation and due diligence ready

  • Detail Cash Flow Forecast analysis

  • EBITDA add back analysis

  • Data Room analysis for possible acquisitions.

  • Capitalization and finance strategy leadership in seeking capital.

Financial Planning & Analysis

Financial planning and analysis is the forward looking process to determine how you will reach your business objectives. This services establishes key performance indicators (KPIs) and helps keep you on track.
  • Annual budget to meet business goals

  • Quarterly forecast including revenue and profit modeling

  • Long term strategic plans (up to 3 years in the future)

  • Cash flow planning for business cycles and growth considerations

  • KPI’s and business management dashboards

Board & Investor Customized Reporting

When you have a robust financial planning and analysis function supported by a Fractional CFO with Financial Foothold, we can provide you with bespoke reporting to meet your board of directors or investor reporting requirements. This level of strategic financial preparation will instill confidence in your business management.