Budgeting, forecasting, variance analysis. Financial planning and analysis to drive strategic decisions. Serving businesses in Cleveland.
• Make decisions backed by data, not gut feel
• Spot trends and issues before they become problems
• Communicate performance clearly to stakeholders
• Build a roadmap for sustainable growth
FP&A is the forward-looking half of finance: the operating model, the budget, the rolling forecast, and the variance analysis that explains why last month missed. It is the layer that turns a clean close into a decision — whether to hire, whether the pricing change worked, how long the current plan actually funds. It only works on top of reliable historicals, which is why we will not sell it to a company whose books are not closing properly yet.
Flat monthly fee covering the model, the reporting pack and a standing review cadence.
Budgeting and budget-vs-actual analysis start in the Launch tier; rolling forecasts and full CFO oversight sit in Expand.
See full pricing →Without forecasts, you can't anticipate problems or opportunities.
✓ Rolling 12-month forecasts updated monthly
You don't know if you're on track until it's too late to course-correct.
✓ Monthly variance analysis with actionable insights
You lack the metrics needed to make informed business decisions.
✓ Custom KPI dashboards tracking what matters
Build a financial model tailored to your business.
Create an annual budget with monthly targets.
Monthly reviews with variance analysis and updated forecasts.
We tailor our approach to the unique needs of your business.
MRR/ARR
Gross Margin
Utilization Rate
Days in AR
Burn Rate
Job Margin
Food Cost %
NOI
Gross Margin
Program Expense Ratio
Inventory, COGS, multi-channel reconciliation. We understand the unique financial challenges of e-commerce businesses in Cleveland.
Based in Boston, we work with companies across the country.
Looking for FP&A services in Cleveland, OH? We serve businesses throughout the Cleveland metro area with expert financial support.
Answer a few questions and we'll recommend the perfect service level for your business.
Find My Solution →An updated forecast, a variance analysis explaining every material miss against plan with the reason and the corrective action, and a scorecard of the six to eight metrics your board actually asks about — each shown against plan and prior period, because a number with no comparison next to it is not information.
Three, and report all of them. Base case on your honest expectation; downside with revenue flat and planned hires still made; and a survival case with hiring frozen and discretionary spend cut. The spread between them is more useful than any single number, and a single-scenario forecast tells your board you have not thought about what happens if it does not land.
Yes, and the more useful version of that work starts about six months out. Diligence tests whether the deck reconciles to the accounting system, whether growth is durable when disaggregated into cohorts, and whether there are liabilities nobody has mentioned. All three are cheap to fix early and expensive to discover late.
Yes. We specialize in E-Commerce companies and understand multi-platform reconciliation. Our team knows the metrics that matter: Gross Margin, Inventory Turnover.
Yes. We work with clients across the Midwest and nationwide. Our team operates in Eastern time and can accommodate your schedule.
Most engagements kick off within 1-2 weeks of signing. We'll audit your current setup and begin implementation immediately.
