Frequently asked questions

Most Common Questions

What is "Fractional FP&A"?

We act as your outsourced finance team. Benefit from professional services at a fraction of the cost of hiring a full-time team.

How do engagements work?

Engagements are flexible and scale as your needs change. Most engagements are based on 12-month service agreements tailored to the unique circumstances of each business.

What exactly does Financial Planning & Analysis (FP&A) entail?

FP&A primarily focuses on forward-looking finance such as reporting, budgeting, forecasting, cash flow management, scenario modeling, and KPI tracking. Unlike accounting services, FP&A helps you understand what's ahead, not just what has already happened.

How is FP&A different from bookkeeping or accounting?

Bookkeeping and accounting ensure compliance and accurate historical records. FP&A builds on that data to provide insight into drivers of revenue, costs, margins, and cash flow. These insights are essential to guide future decisions and strategize for growth.

How is pricing structured?

To ensure alignment and consistency, most clients benefit from a fixed monthly price that covers agreed deliverables without any hidden fees or overages. Ad-hoc project-based pricing is also available for one-off projects like circumstantial modeling or fundraising support.

How do we get started?

Start with a free discovery call where our team can learn about your business and goals. If we believe that our service will be a good fit, we can propose an engagement plan outlining actionable plans, specific deliverables, and timelines.