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Financial Planning and Analysis

Budgeting, forecasting, and financial modeling to help you plan ahead and make smarter decisions.

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See What Your Numbers Are Telling You

Running a business without a financial plan is like driving without a map. Our FP&A services give you the tools to understand where your money is going, project where it's headed, and make informed decisions about what comes next.

What We Do

1

Budgeting and Forecasting

Annual budgets and rolling forecasts to keep you on track.

2

Cash Flow Projections

Visibility into where your cash is going and when.

3

Scenario Analysis

Modeling different outcomes so you can plan for what's ahead.

4

KPI Tracking and Reporting

Metrics that matter, delivered in a format you can actually 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 funding or investment

Meet the Team

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

Practice Area Leader

Marcy DeLorenzo-Rosci, CPA

Ready to Get Started?

Let's talk about what you need and how we can help.

Connect With Us Call: (610) 544-5900

Related Resources and Insights

Stay informed with our latest articles on budgeting, forecasting, and financial strategy.

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The Triple Play: 3 Key Financial Reports Every Business Should Use
July 22, 2025

The Triple Play: 3 Key Financial Reports Every Business Should Use

In baseball, a triple play is a rare but powerful defensive move that can shut down the competition in one swift motion. In business, your version of a triple play comes in the form of three ...

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Four Ways to Read and Strengthen Your Balance Sheet

The balance sheet shows your company’s financial condition — its assets vs. liabilities — at a specific point in time. However, the balance sheet is more than a static report. It can also serve as a ...

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Cash Flow Clarity: Properly Classifying Your Financial Statements
December 19, 2024

Cash Flow Clarity: Properly Classifying Your Financial Statements

Properly prepared financial statements provide a wealth of information about your company. But the operative words there are "properly prepared." Classifying information accurately isn't always easy ...