Financial planning and analysis, without a full-time finance executive
We help management plan ahead and track performance with budgets, forecasts, models and clear analysis, giving you strategic finance support that can grow with the business.
Does any of this sound familiar?
- Budgets that are not revisited once the year has started
- Little visibility of future cash needs
- Decisions on pricing, hiring or investment made without a financial model
- KPIs that are tracked inconsistently, or not at all
- No one with the time to analyse performance properly
What the service can include
- Budget preparation
- Financial forecasting
- Cash-flow forecasting
- Budget-versus-actual analysis
- Financial modelling
- KPI analysis
- Management reporting
- Scenario analysis
- Financial planning support
- Business performance analysis
Exact deliverables are confirmed in your agreed scope.
Designed for businesses like these
- Founders and managers preparing for growth or fundraising
- Businesses that need financial analysis but not a permanent CFO
- Finance teams that need extra planning capacity
How we work together
A clear process, so you always know what happens next.
Understand your goals
We start with what the business is trying to achieve and which decisions are coming up.
Review the numbers
We look at historical results, current commitments and the quality of the underlying data.
Build the plan or model
We prepare budgets, forecasts or models with assumptions agreed with you.
Track and explain
We compare actual performance with the plan and explain what is driving differences.
Update as things change
We revise forecasts and scenarios as new information arrives.
Questions about fp&a and virtual cfo support
Is this the same as hiring a CFO?
No. Virtual CFO support means strategic finance and analysis support within an agreed scope. It does not replace a formal CFO appointment or any statutory role.
What do you need from us to get started?
Typically recent financial statements, your current budget or targets, and a conversation about your plans. We confirm exactly what is needed once we understand your situation.
Can you build a financial model for an investor or lender?
We can build models and projections to support planning discussions. Assumptions are set with you, and no model can guarantee future results.
Often combined with
Financial Reporting
Accurate, timely and understandable financial statements and management reports.
Accounting and Bookkeeping
Day-to-day accounting, reconciliations and month-end close, handled reliably.
Talk to us about fp&a and virtual cfo support
Describe your situation and we will explain how we could help, and what we would need from you.