Services
FP&A Services for Growing Businesses
Fractional and interim FP&A support for privately held companies with $10M–$100M in revenue across Greater Chicago and the Midwest. Choose the capability you need most.
What we do
Explore each service
Every engagement is built around the same goal: management knows where revenue, profit, and cash are heading—and what to do about it.
Fractional FP&A
An ongoing, part-time FP&A function: forecasting, reporting, and decision support at a fraction of a full-time hire.
Best for companies whose accounting is reliable but whose forward-looking analysis is still built in one-off spreadsheets. We work on a recurring monthly cadence: refresh the forecast, review results against plan, and bring management the two or three decisions that matter next.
View serviceInterim FP&A Leadership
Immediate senior coverage for vacancies, transitions, acquisitions, or a finance team in transition.
When a CFO, Controller, or finance manager leaves, reporting deadlines do not pause. We step in quickly to keep the monthly close, lender reporting, and board materials moving while you run a deliberate search rather than a rushed one.
View serviceFinancial Forecasting
Rolling forecasts, driver-based revenue models, and scenario planning that replace the stale annual budget.
We build the forecast around the operating drivers your team already manages — volume, price, mix, headcount, utilization — so the numbers explain what is changing in the business and not just how the last twelve months trended.
View serviceCash Flow Planning
13-week cash forecasting, liquidity visibility, and working-capital planning leadership can act on.
Growing companies routinely run short of cash while remaining profitable. A rolling 13-week view of collections, payables, inventory, debt service, and capital spending shows where liquidity tightens before it becomes urgent.
View serviceProfitability Analysis
Customer, product, and business-unit margin analytics that show where the company makes and loses money.
Revenue shows size; contribution shows value. We take existing financial and operating data and break margin down by customer, product, project, and location so pricing and account decisions rest on real cost-to-serve.
View serviceBudgeting & Planning
A disciplined annual plan, headcount planning, and a budget process that finishes on time and holds up.
A budget is a commitment, not a forecast. We run a structured process with a clear calendar, department-level accountability, and headcount and capital assumptions documented well enough to defend to a bank or a board.
View serviceStrategic Decision Support
Pricing, hiring, capital investment, and growth decisions supported by real analysis instead of intuition.
For the decisions that do not repeat: a pricing change, a new location, a large equipment purchase, a major hire. We model the cases, surface the assumptions that actually drive the outcome, and put the tradeoffs in front of management clearly.
View serviceNext step
Not sure which service you need?
Start with a 10-dimension diagnostic of your finance function, or talk through your forecasting process with us directly.