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Financial Planning and Analysis

Budgeting, forecasting and modeling to help you plan ahead.

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See What Your Numbers Are Telling You

Understand where your money is going, where it's headed and what comes next.

We build budgets and rolling forecasts from your actual results, model the scenarios you're weighing and set up reporting your leadership will use. Planning a hire, a new location, financing or an acquisition, you'll see the impact on profit and cash before you commit.

What We Do

1

Budgeting and Forecasting

Annual budgets and rolling forecasts built from your actual results.

2

Cash Flow Projections

Thirteen-week and longer-range cash views so you see shortfalls before they arrive.

3

Scenario Analysis

Modeling growth, pricing, hiring and financing decisions so you can compare outcomes.

4

KPI Tracking and Reporting

Dashboards and metrics that matter, delivered in a format your team can use.

Who Is This For

  • Businesses preparing for growth, acquisition or exit
  • Companies that need better visibility into performance
  • Leadership teams making capital or hiring decisions
  • Organizations seeking financing or investment

Meet the Team

Our FP&A professionals help you see where your business is headed and plan for it.

Marcy DeLorenzo-Rosci, CPA, Practice Area Leader

Practice Area Leader

Marcy DeLorenzo-Rosci, CPA

Frequently Asked Questions

What is the difference between a budget and a rolling forecast?

A budget sets targets for the year. A rolling forecast is updated regularly, usually monthly or quarterly, using actual results, so you always have a current view of the months ahead.

How is FP&A different from outsourced CFO services?

FP&A focuses on budgeting, forecasting, scenario modeling and KPI reporting. Outsourced CFO services cover broader financial leadership, and FP&A is often part of that work.

Want better visibility into your numbers?

Let's talk about what you need.

Connect With Us Call: 610-544-5900

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