FINANCIAL PLANNING & ANALYSIS

Stay Agile With Budgeting & Financial Forecasting Solutions

Turn data into insights with finance forecasts to help you understand the factors impacting business performance now and in the future.

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Operational Planning

Budgeting

Forecasting

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Sharpen Your Financial Planning and Forecasting to Meet Future Demands

Empower your team with the capacity to forecast performance and craft more realistic budgets to hit the mark. Our services help sharpen your resource alignment for the dynamic needs of future projects.

FP&A consulting can:

  • Bring data rigor to help match operational plans to business strategy.
  • Help develop a budget, set granular targets and track performance against expectation.
  • Distill external and departmental data into actionable insights and financial forecasts.
  • Conduct modeling and scenario planning to create projections and pressure-test strategy.
  • Introduce processes and tools to improve your financial reporting capability.

“The bookkeeper we’re working with is wonderfully responsive and able to bring clarity even to our blind spots. She is already an important part of our team only one month in.”
– Jacquelyn C., Managing Director and Co-Founder

Why Choose Our Services?

We provide expert financial solutions tailored to meet your unique business needs. From tax compliance to financial planning, we help you achieve your goals with precision and efficiency.

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Operational Planning

Dynamic Operational Planning to Execute on Your Goals

Translate your company’s strategic goals into targeted KPIs and budget plans for your day-to-day operations. Our experts make it easier to bridge the understanding between operational performance and strategic impact.

  • Break silos to integrate finance and operations.
  • Bring ongoing visibility and tracking into operations.
  • Support forecasting, risk assessment and cost controls for effective planning.

Budgeting

Optimize Your Budgeting and Modeling Before Execution—And After

Without realistic and sustainable goals, a budget can’t stay relevant. Our budgeting consultants help companies build the right templates and identify the right targets to create flexible budgets at the appropriate granular level, so you can plan with agility.
A Partner With CPA FP&A consultant will help:

  • Select the right budgeting method for your business and industry, be it a top-down approach for ease or a zero-based budgeting approach for exactness.
  • Track performance against projections through budget variance analysis to help you adjust assumptions or shift focus.
  • Build the tools to gain real-time information for future financial planning and budgeting.

Forecasting

Build Precise Forecasts, Customized to Your Business

Whether you’re in need of basic cash flow planning to determine if you can fund your operations, or you’re in need of deeper financial analysis for a potential transaction or market move, our experts can meet you at your specific data capabilities.

Runway

Start with simple cash flow forecasting to solve core challenges and clear the path forward.

Lift-off

Add scenario and sensitivity analysis to illustrate answers to investor questions and model the impacts of business decisions.

Cruising Altitude

Engage advanced forecasting techniques like AI forecasting to proactively maintain stability, predictability and progress.

Outsourcing with Partner With CPA

Gain Insights Faster With a Partner With CPA FP&A Consultant

You can’t build financial planning, budgeting and forecasting capabilities overnight—but it’s faster and easier when you use fractional talent. When you bring on a Partner With CPA expert, you instantly gain:

  • Up-to-date skills and expertise without paying a full-time salary.
  • Knowledge of analytical tools and financial modeling packages proven to drive profitability.
  • Access to the top 2% of finance and accounting experts, with verified experience spanning more than 55 industries.

Financial Analysis Services: Gain Capacity to Forecast Your Future

Partner With CPA powered platform optimizes talent matching, speeds up processes and unlocks data-driven insights to solve immediate and long-term business challenges like never before.

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    expertise
  • Streamlined
    onboarding
  • Full project management
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Help Center: Frequently Asked Questions

The amount in small business tax that you pay depends on several factors, starting with your business entity. For instance, sole proprietorships pay personal income tax and self-employment tax, whereas C corporations pay a corporate tax. After you determine your tax rate, you have to factor in things like payroll, sales tax, deductions and other benefits and obligations on a case-by-case basis. We wish it were simpler, but that’s why we’re here to help.

Business tax returns pose several challenges, particularly for small businesses. First, it can be difficult to discern which forms you need, especially if you have underlying issues that require amendments or extensions. Second, tax forms are riddled with complex government and financial jargon. Timing is another issue: it’s crucial to know which tax deadlines are pertinent to you and how extensions work.

And finally, accuracy. Subpar bookkeeping makes filing business taxes an extremely arduous process.

Also known as your Employer Identification Number (EIN) or federal tax ID number, your business tax ID number is a unique number the federal government uses to identify your business. It’s assigned when you incorporate. Sole proprietorships use the owner’s social security number as the business tax ID.