Outsourced FP&A: Budgeting, Forecasting and Financial Dashboards
A budget nobody uses and a forecast nobody trusts are worse than none at all. Our outsourced FP&A services run the full planning cycle as an embedded part of your finance function. We build the model, populate it from your actuals and deliver decision-ready output on your reporting calendar.
Budgeting and forecasting services
- Annual budgets and rolling forecasts, built bottom-up and reconciled to strategy
- Three-statement integrated financial models with scenario and sensitivity logic
- Driver-based forecasting and what-if analysis for pricing, headcount and capacity
- Cash flow forecasting, working capital analysis and liquidity planning
- Unit economics, contribution margin and profitability by product, segment or customer
Financial forecasting services leadership can act on
Our financial forecasting and budgeting services are driver-based, not spreadsheet extrapolation. Every forecast line traces back to an operational assumption you can challenge, so when the business changes, the forecast changes with it.
Variance analysis services
Every month we compare actual against budget and forecast, explain the material movements in plain language, and tell management what needs attention. Commentary, not just columns.
Financial dashboard services
Numbers only create value when leadership sees them in time to act. We build automated dashboards that draw directly from your ERP and source systems and refresh on a schedule, not assembled by hand at month end.
- Executive and board dashboards consolidating financial and operational KPIs
- Cash, liquidity and working capital dashboards for treasury decisions
- Revenue, margin and profitability analytics by product, segment, region or customer
- Budget versus actual and rolling forecast tracking with variance alerts
- Scenario views that let leadership test decisions before committing
Platforms: Power BI, Tableau, NetSuite and SAP.
FP&A outsourcing for CPA firms and advisors
Firms offering advisory or fractional CFO services can use our team as the analytical engine behind their client work, delivered white label.
Frequently asked questions
What is outsourced FP&A? +
An external team that runs your budgeting, forecasting, variance analysis and management reporting as part of your finance function, without the cost of a full in-house FP&A team.
Do you build dashboards in our existing tools? +
Yes. We build in Power BI or Tableau and connect to your ERP or accounting system so reports refresh automatically.
How often do you update forecasts? +
We agree the cadence with you. Most clients run a monthly rolling forecast with a full reforecast each quarter.
Often combined with this service
Fractional CFO Advisory
Executive-level financial guidance across financial planning and analysis, cash flow management, budgeting, forecasting, profitability analysis, business performance, risk management, and strategic decision-making, helping businesses strengthen financial control, improve performance, and scale sustainably.
Learn more →Finance and Accounting Operations
Outsourced bookkeeping services, month end close, accounts payable and receivable outsourcing, and management reporting.
Learn more →Financial Due Diligence and M&A
Quality of earnings, net debt and working capital analysis, and financial modelling for buyers, sellers and their advisors.
Learn more →See next quarter before it arrives
Share your current budget and we will show you how we would rebuild it.