Financial planning and Analysis

Service Description

Our Financial Planning & Analysis (FP&A) service gives you clarity, control, and confidence in your numbers — without the cost or complexity of a full in-house finance team. We help business owners understand where the business is today, where it’s heading, and what decisions will drive sustainable growth. No jargon. No overcomplication. Just clear financial insight you can act on. What We Do 📊 Financial Planning Budgets and rolling forecasts tailored to your business Cash flow forecasting to avoid surprises Scenario planning (best case, worst case, growth scenarios) 🔍 Financial Analysis Monthly performance analysis vs budget and prior periods Margin, cost, and profitability analysis Identification of risks, inefficiencies, and opportunities 📈 Decision Support Pricing and cost-reduction analysis “What-if” modelling for new hires, investments, and expansion Support for funding, loans, and investor discussions 📉 Management Reporting Clear, visual reports (Excel or Power BI) Plain-English explanations — no finance jargon Focus on actions, not just historical numbers Who It’s For This service is ideal for: Business owners who don’t fully trust their numbers Growing businesses that need structure and visibility Owners making big decisions without clear financial insight Companies not yet ready for a full-time Finance Director but needing FD-level thinking The Result With FP&A in place, you’ll know: What’s really driving profit — and what’s holding it back Whether you can afford to grow, hire, or invest Where to focus your time and money How to make confident decisions backed by data, not guesswork Why FP&A Matters Most small businesses don’t fail because they aren’t profitable — they fail because decisions are made without clear financial insight. FP&A bridges the gap between bookkeeping and strategy. It turns historic numbers into forward-looking intelligence, so you’re not running the business by looking in the rear-view mirror. With effective FP&A, you: Identify problems before they become cash flow issues Understand the true impact of pricing, hiring, and growth decisions Speak confidently to banks, investors, and stakeholders Replace gut-feel decisions with data-backed clarity In short, FP&A helps you stay in control, scale sustainably, and make smarter decisions, even in uncertain conditions.