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
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
How Detailed Do You Want Us To Get?
A One-Time Forecast
A One-Time Forecast + Monthly Updates
A One-Time Forecast + Monthly Updates + Multiple Scenario Analysis
The Team Made For Your Finance Needs
Experts
Quality Customer Service
We Grow With You
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