Budgeting, forecasting, variance analysis. Financial planning and analysis to drive strategic decisions. Serving businesses in San Jose.
• 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
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
MRR, ARR, deferred revenue, and subscription metrics. We understand the unique financial challenges of saas & software businesses in San Jose.
Based in Boston, we work with companies across the country.
Looking for FP&A services in San Jose, CA? We serve businesses throughout the San Jose metro area with expert financial support.
Answer a few questions and we'll recommend the perfect service level for your business.
Find My Solution →Most engagements kick off within 1-2 weeks of signing. We'll audit your current setup and begin implementation immediately.
We're experts in QuickBooks, Xero, NetSuite, and most modern accounting platforms. We'll work with your existing stack.
You'll have a dedicated team with regular check-ins. Most clients meet weekly or bi-weekly with their primary contact.
Our flat-fee packages include all routine work. We're transparent about scope and will discuss any out-of-scope requests before proceeding.
We combine FP&A expertise with a deep understanding of growing businesses. We're not just processing transactions. We're your financial partner.
Yes. We specialize in SaaS companies and understand deferred revenue complexity. Our team knows the metrics that matter: MRR/ARR, Churn Rate.
