Advisory Board:

Gerry will help businesses strategically plan their future and guide them with executive decisions.

Monthly Preparation and Review of Financial Statements:

Designed to help businesses analyze their progress with key performance indicators and plot future with Budgets and accountability.

FP&A  for Mid-Size Companies

Financial Planning and Analysis for large corporations has been around for a while but it’s time for mid-sized companies to value this accounting philosophy and tool.

FP&A to me means everything about the future of the company.

FP&A     asks what did the company do right?  What did the company do wrong and how can we change it?

FP&A     wants to understand WHY you didn’t meet the budget?

FP&A     drills down on sales to see what are the different kinds of revenue a company has, which ones are profitable and why?

FP&A     looks to the future and asks what must we change to survive?

FP&A     asks how can we stop the bleeding and why is it happening?

FP&A     wants to know what the next twelve weeks of cash flow is going to look like?

FP&A     understands the strategic position of the company and asks if the actions of the company are in line with those goals?

CFI FP&A will do an assessment and work with the executive and leadership team to make sure they understand where they are and where they are going financially.