Virtual Financial Planning & Analysis Services

Do You Want Your Business
To Be In the Same Place Next Year?

"Good Fortune is what happens when opportunity meetings planning" and data analytics.  - Thomas Edison

Do you want your business to be in the same place next year? The answer, of course, is no. Whether it's been a successful year (for those in the digital or software service space) or one you'd rather forget, the goal is always to keep moving forward.

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From a financial standpoint, what are you doing to make this goal a reality?

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Financial Planning & Analysis (FP&A) is a tool that historically only large corporations use, but this type of planning is available to smaller and mid-sized companies too – and it's incredibly beneficial. 

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Our Virtual FP&A Service helps translate your strategy into action so you can plan for, measure, assess, and course-correct as needed.  Any size business can benefit from it. And you don't have to hire a full-time CFO to take advantage of it. We help businesses like yours visualize goals and translate your strategy into action using virtual FP&A.

If You Are Not Measuring Your Data

How Our Monthly FP&A Services Add Value

We can help you plan for future opportunities by creating and implementing a long-term financial strategy that:

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• Enables you to take proactive measures to improve your company's future success.

• Reduce the stress of balancing basic financial management tasks with more strategic FP&A activities.

• Create an effective business analysis strategy to increase profits.

• Get greater value from planning and budgeting processes.

• Experience more timely and reliable forecasts with continuous forecasting.

• Enjoy the same level of advanced FP&A techniques as larger businesses, without the cost of a full-time FP&A team.

• Improve organizational decision making.

Advanced Tech-Enabled FP&A Services 

Enjoy the same level of advanced FP&A techniques as larger businesses, without the cost of a full-time FP&A team.

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Our firm utilizes the latest cloud technology to deliver our financial and data intelligence services: 

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• Our CFO and Finance Team use Cloud-based meeting software to meet with you. Our service is 100% virtual.

• Our FP&A Services are designed to wrap around your accounting team and/or external accounting service provider (CAS).

• We gather and move your data from your cloud accounting system.

• If you do not use a cloud-based accounting system, we coordinate with you IT for remote data export workarounds.

• We utilize automation and other RPA.

• We use specialized finance software to create your reports, ad hoc analysis, budgets, cash and financial forecasts, Pro-forma management reports (Sales Forecasts, P&L, Balance Sheet, Cash Sources and Uses), and comparative variance reports (actuals vs. forecasts).

• We have highly experienced financial modelers who still build complex financial models when needed in excel (based on availability, data architecture requirements). Models are restricted for internal management use only.

• You will receive excel and pdf copies of the analysis for your archives. 

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Get Started - 4 Easy Steps!

To learn more about our Virtual FP&A Services or get started with your organization's future financial plans:

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1. Contact us to schedule an initial consultation.

• Complete our prospective client form or

• Leave us a voice mail or

• Email us directly

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2. We have a Zoom listening session.

​​3. We will provide you with a service recommendation and price quote. 

4. Sign our service agreement and we are ready to begin.

What Our FP&A Services Include 

The Healthcare CFO's Financial Planning and Analysis services include the following:

Monthly Services

• Monthly Financial and Operations Reports (MOFR) for Management 

• Financial and Operational trends, variance analysis, and ratio analysis

• Corporate, Divisions, Product or Service lines, Projects, etc.

• Facilitated Zoom Meetings with Leadership/Management to review and discuss MOFR 

Other Services

• Profitability Analysis (Divisions, Products/Service Lines, Regions, etc.)

• Annual Budgets and Dynamic (Rolling) Forecasts and associated variance analysis

• Business and Financial Models (5-year look - 2 years monthly and 3 years annual) 

• Proforma Income Statement, Balance Sheet, Cash Flow Statements, Cash Sources and Uses

• Competitor Analysis plotting your private company vs. public sector competitors

• Financial and Operational Ratio Analysis  

• Ad hoc data analysis (example global sales data by product, production, etc.)

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