financial planning & analytics

Financial planning and analysis (FP&A) is a set of four activities that support an organization’s financial health. Working with our Virtual CFO clients, we plan a budget, integrate a financial plan, manage and report on performance and forecast.

We help businesses manage and improve profitability by reviewing financial dashboards and reporting on performance. We benchmark, compare, and improve business profitability through our expertise in the industries we serve. Our CPA firm had adopted the Profit First Method and have incorporated it into our Virtual CFO packages allowing business owners to take a percentage of each sale as profit. Our dashboard reports show areas for improvements and financial success.

virtual cfo packages

Supporting Organizations Financial Health

Our Virtual CFO Packages put Financial Planning & Analytics at the forefront of our model.

Financial Planning & Budgeting

Integrated Financial Planning

Management & Performance Reporting

Financial Forecasting & Modeling

The Tools for A Strong Financial Plan

Financial planning & analysis service offering is a vital part of our Virtual CFO packages. Our clients focus on running their business knowing we’re planning for their business’s success.

financial planning & analytics

Supporting Organizations Financial Health

Financial Planning & Budgeting

Integrated Financial Planning

Management & Performance Reporting

Financial Forecasting & Modeling

The Tools for A Strong Financial Plan

Modern Accounting Methods

Quickbooks Integration

Certified Public Accountants

Industry Financial Experience

INDUSTRIES WE SUPPORT

MULTI-MEDIA

E-COMMERCE

HEALTHCARE

START-UPS

DENTISTRY

CRYPTOCURRENCY

617-651-0531

617-941-4541

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