FINANCIAL PLANNING & ANALYSIS
Bookkeeping puts transactions in the right places. FP&A tells you what they mean—and reads the signals of what may come next.
KPI dashboards, data analysis, and scenario testing from an entire FP&A team. We support your decisions whether you have a formal financial plan or are starting without one.
Build Your FP&A FunctionCURRENT DATA. INFORMED DECISIONS.
Get closer to live financial and operating data so you can spot changes sooner, understand their impact, and take greater control of your business's future. We agree on data refresh and review frequency around your systems and decisions.
Bring your key measures together in dashboards that stay current with your data. See trends, track performance across entities, and spot exceptions that need attention.
What you getUpdated KPI dashboards with clear measures, trends, and performance context.
Turn the numbers into explanations. Understand changes in revenue, costs, margin, and cash—within each business and across your portfolio.
What you getRecurring performance analysis, variance explanations, and management reporting.
Use current information to test pricing, hiring, investment, and growth decisions. Compare what could happen to margin and cash before committing resources.
What you getUpdated scenarios that make financial implications and decision tradeoffs clear.
FROM GOALS TO MANAGEMENT DECISIONS
Start with the decisions you need to make and the information you have today. These capabilities work together, whether you already have a budget and financial plan or need to develop them.
Develop budgets, operating assumptions, and resource allocations that support leadership's goals, or work with the plan you already have.
Maintain a current view of where the business is heading.
Use recurring KPI dashboards and data analysis to understand trends, explain variances, and identify the drivers behind performance.
Revisit scenarios as conditions change. Test how pricing, hiring, investment, and growth choices could affect margin, cash, and expected performance.
LOOK AHEAD WITH CONFIDENCE
Build an FP&A function that shows you where the business is heading—and what can change the outcome.
Have a plan? We connect performance to it and update your outlook. No formal plan yet? We start with your actual data, key metrics, and immediate decisions. Either way, you get a current view of the business and the options ahead.
Build Your FP&A FunctionAN ENTIRE FP&A TEAM
Unlike a staffing-agency placement, you are not hiring just one person. You get the entire Finstravi FP&A team working together on your agreed deliverables.
We build our pricing around deliverables, not hourly charges. Together, we define the dashboards, analysis, forecasts, scenario testing, and review cadence your business needs.
We work with businesses of all sizes and specialize in supporting owners with multiple entities—related or unrelated. Get insight into each business and a clear view across your portfolio.
FP&A engagements start at
$2,500 / month
Most clients invest
$3,500–$6,500 per month
Your engagement is scoped around agreed deliverables and the level of recurring support you need.
Build Your FP&A FunctionBUILD YOUR FP&A FUNCTION
Tell us about your business, the information leadership needs, and the decision or financial challenge that matters most. A formal financial plan is not required.
We'll use this to shape a conversation about your priorities and the right level of support.
Prefer to talk? Schedule a conversation ↗Planning & Performance
The best financial models reflect what sales, staffing, production, and customers are telling you.
Read the perspectivePlanning & Performance
Start with reliable records, identify the drivers, and build a forecast you can keep using.
Read the perspectiveHave a question about your business? Send our team a text.
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