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    Schedule a Strategic Finance Session

    Most small businesses have reports, but not a real finance partner. FP&A & Fractional CFO Advisory turns your numbers into clear plans: budgets, rolling forecasts, and “what-if” scenarios that show how hiring, pricing, and investments will affect your cash and profit before you commit.

    Your Modern Finance Partner

    See how we turn messy books into clear KPIs, dashboards, and confident decisions.

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    What FP&A & Fractional CFO Advisory Includes

    Financial Planning & Analysis (FP&A) is the discipline that connects your day-to-day numbers to long-term strategy: planning, budgeting, forecasting, and analytics that support your company’s financial health. For growing businesses, having a part-time or fractional CFO is often the most efficient way to get this level of insight without taking on a full-time executive. With LedgerLogic Analytics, you get both: structured FP&A processes plus a hands-on partner who understands small-business realities.

    Annual and rolling budgets tied to your goals

    12–24-month revenue, profit, and cash-flow forecasts

    Scenario planning (“What if we hire?”, “What if we raise prices?”)

    KPI design and board-style management reporting

    Cash-flow and banking insight for lenders and investors

    Quarterly finance strategy sessions with action items

    Integration with your accounting system (e.g., QuickBooks) and Excel/Power BI models

    Optional support building simple driver-based models in Excel or Power BI

    Why Planning, Forecasting & CFO Insight Matter

    Most owners have accounting software and basic reports, but still feel like they’re “flying blind.” QuickBooks-backed research shows 71% of small business owners use accounting software, yet the same share say they still rely on pen-and-paper or spreadsheets for some finance tasks—leaving room for error and confusion. Another survey found only 54% of small businesses had a formally documented budget, meaning nearly half are operating without a clear financial plan.

    FP&A fills that gap. Done properly, it helps any size business gain better insight into performance, make better-informed decisions, improve the chances of hitting goals, and prepare for the unexpected. It’s not just more reports—it’s a rhythm of analysis, discussion, and action.

    3 “Benefit Pillars”

    Every engagement is tailored to your systems and industry, but most clients move through the same three phases each month.

    1. Clarity on the Road Ahead

    Financial forecasts help you anticipate revenue, expenses, and cash needs so you can avoid cash crunches and plan growth instead of reacting to surprises.

    2. Better Decisions, Faster

    FP&A turns your historical data into forward-looking insight—showing which products, services, or clients drive margin, and which drain resources—so you can prioritize with confidence.

    3. Stronger Banking & Investor Conversations

    Banks and investors increasingly expect solid budgets and forecasts; well-prepared projections and cash-flow models can improve your ability to raise and manage financing.

    Our 3-Step FP&A & Fractional CFO Process

    Step 1 – Discover, Baseline & Priorities

    We start by understanding where you are today and what decisions you’re trying to make.

    • Review past 12–24 months of financials and key metrics

    • Clarify your goals (profit, growth, cash, debt reduction, owner compensation)

    • Map current reporting: what you see today vs what you wish you had

    • Identify quick wins (e.g., simple cash-flow view, margin by service, top-10 customer analysis)

    Step 2 – Build the Budget & Forecast Model

    Next we design a lean, driver-based model so your numbers stay connected to reality—not a one-time spreadsheet.

    • Build an annual budget broken down by revenue streams, cost of sales, and overhead

    • Create 12–24-month forecasts for revenue, expenses, and cash (often using a simple 3-statement structure: P&L, Balance Sheet, Cash Flow)

    • Add “what-if” scenarios for hiring, pricing changes, new locations, or major investments

    • Connect the model to your accounting system and/or Excel/Power BI for easy updates (no rebuilding every month)

    Step 3 – Ongoing Fractional CFO Support

    Plans only matter if you use them. We stay with you as a part-time finance partner.

    • Monthly or quarterly review calls to compare actuals vs budget/forecast

    • Rolling forecast updates based on new information (sales pipeline, hiring, costs)

    • KPI dashboard updates and “story behind the numbers” explanations

    • Support for lender meetings, board decks, or investor conversations

    • Ad-hoc analysis (e.g., pricing changes, contract renewals, capital purchases)

    What You Get from FP&A & Fractional CFO Advisory

    • Annual budget with revenue, cost, and profit targets

    • 12–24-month financial forecast, including cash-flow projections

    • Scenario models (best case, base case, conservative case)

    • Monthly or quarterly KPI & management report pack (PDF or dashboard link)

    • Simple cash-flow calendar highlighting projected tight spots

    • Board-ready slides or one-page summaries for key decisions

    • Clear written recommendations after each review meeting

    Financial planning and analysis turns financial data—past and present—into a tool for future success, helping businesses align planning with their objectives and manage risk

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      Let’s Talk About Your Numbers

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      929-430-7832