Advisory (FP&A)
The forward-looking work: what's coming, what you can afford, and whether the business is actually getting healthier.
Your financial statements tell you what happened. FP&A is the layer that turns that history into something you can steer with.
In practice that's three things. A rolling cash flow forecast, so you see a tight month coming while you still have options. A budget you actually measure yourself against, so "can we afford this" has an answer. And a short list of numbers specific to your business that tell you whether things are improving, not just whether the bank account went up.
This is the part of a CFO's job most companies your size go without, usually until the moment they need it and don't have it. It's also the part where our investment banking and corporate finance background does the most work for you.
Most CPA firms are built around compliance, and AI tools answer questions without owning the outcome. Looking ahead, at cash, budgets, and scenarios, is the work neither is set up to do. It’s what this firm is built for.
- Owners who are growing and unsure whether cash will keep up
- Businesses deciding whether to hire, expand, or buy equipment
- Owners who feel like they're flying blind between year-ends
- Businesses with seasonal or lumpy revenue
- Anyone preparing to approach a lender or investor
- Rolling cash flow forecast, updated regularly
- Annual budget development
- Budget versus actual variance analysis
- Custom KPIs tied to your specific goals
- Scenario modeling for major decisions
- Monthly review call to go through the numbers and adjust the plan
Often paired with this.
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