Financial Planning & Analysis (FP&A)

Take your financial strategy from reactive to proactive

Detailed Financial Planning & Analysis

Go beyond bookkeeping and conventional financial reporting. Our FP&A service uses dynamic reporting in conjunction with proactive metrics centered around your financial (and non-financial) goals. Hone in on and analyze difficult business decisions from every aspect of your business, using KPIs to gain a complete picture of your financial status. Strata FP&A provides a powerful glimpse into the future, enabling you to see if your ideas will meet your vital financial expectations.

KPIs and Custom Reporting

Key Performance Indicators (KPIs) are the foundation of a proactive financial plan. While these metrics are not fully prescient, they give vital information to launch a proactive strategy. We take your business goals and create a custom suite of KPIs that will push your business towards staying on track to achieve those goals. Custom reporting can be as specific as you’d like it to be; track your finance, company, and industry-centered goals. You can expect monthly reports beyond the typical Balance Sheet, Income Statement, and Statement of Cash Flows.
Financial Planning & Analysis | Our Services

Need more than financial-based metrics?

With access to essential business platforms such as your CRM, Strata Cloud Accountants use non-financial metrics month over month to ensure your results are on track toward your goals. Gain insight into non-financial KPIs; conversion and retention rate, marketing insights, internal process productivity, on-time delivery, lead acquisition, and much more. Although these metrics are non-financial, they all play a role in the financial status of your company long term. Consolidate all your financial and non-financial metrics into one report and enjoy the power of a complete and detailed view of your company’s performance.

Forecasting and Budgeting

Forecasting and budgeting provide proactive advising and planning for your business. We take your financials, add your plans for the next 12 months, 24 months, or 36 months, and project out your numbers. This projection shows what your P&L, Balance Sheet, and Cash Flow will look like if your plans become a reality. This clarity gives you insight into how all your decisions will affect the future of your business.

How Detailed Do You Want Us To Get?

A One-Time Forecast

A simple solution with no strings attached that gives you insight into your financial future

A One-Time Forecast + Monthly Updates

An expert financial forecast plus real-time updates to that forecast as actual results some in and key factors change

A One-Time Forecast + Monthly Updates + Multiple Scenario Analysis

An expert financial forecast plus real-time updates to that forecast as actual results come in. Additionally, a monthly multiple-scenario analysis that gives you the power to forecast different business decisions before acting on them to see their projected outcome

The Team Made For Your Finance Needs


As experts in various industries, we pride ourselves on our high quality of work and expertise. Our dedicated team provides you with a personalized experience made to fit the needs and goals of your business. We deliver high-quality metrics that give you expert insight into your finances, allowing you to make better business decisions.

Quality Customer Service

Our team-focused approach: We ensure that there is always one client advisor and one cloud accountant on each client’s books. We maintain a 24 business hour SLA, so our clients can always get the assistance they need from one of our dedicated team members at any time.

We Grow With You

Our team continually adapts to your business’ growing needs. Businesses typically begin seeking FP&A between 500k-1M annual revenue, although this service can be beneficial at any point if you expect rapid company growth. Companies start to phase out once annual revenue hits twenty million. Our financial planning and analyses adjust with your business, giving you constant insight into your financial future. We love seeing our clients prosper!

Look at the Benefits. Financial Reporting and Analysis…​

Acts as a map for

your business

Is a radar for

your finances

Estimates projected income and expenses

Can compare your

data and plans to industry standards

Helps you determine

what’s working and what’s not

Gives you control of

your cash flow

Aids you in purposefully directing your company

Delivers confidence when making significant decisions

See into your future with Strata Cloud Accountants sample reports

GAIN Financial Freedom With
Strata Cloud Accountants