Your Complete Planning & Reporting Function
For Finance Leaders Who Need Real-Time Visibility
Founders Pre-Fundraise
Investors don't just look at your current numbers — they look at how well you understand your own business. A credible budget and forecast signals financial maturity before your first pitch.
Finance Directors Presenting to Boards
Your board needs numbers they can interrogate. We produce the variance analysis, KPI dashboards, and written commentary that make board meetings productive.
PE-Backed Management Teams
Monthly reporting to sponsors, 100-day plan financials, and rolling reforecasts. We build the process and run it — so your team focuses on execution.
Frequently Asked Questions
What is the difference between a budget and a rolling forecast?
A budget is a fixed annual plan agreed once a year; a rolling forecast is updated every month or quarter and always looks 12 months ahead. We build both: an annual budget for board approval, then a driver-based rolling forecast that is re-cut each month against actuals so you always have a current view of cash and runway.
Do you build the model in Excel or in FP&A software?
Both. Most clients start with a three-statement driver-based model in Excel or Google Sheets. For groups that need it, we build and maintain models in LucaNet, SAP BPC, Anaplan or Planful and connect them to your ledger so actuals flow through automatically.
Can you produce board packs and investor reporting?
Yes. We deliver a monthly board pack with P&L, balance sheet, cash flow, KPI dashboard and variance commentary within 5–7 working days of month-end, in the format your UK, US or German board expects.
How much does outsourced FP&A cost compared to hiring an analyst?
A fractional FP&A engagement typically costs 60–75% less than a full-time financial analyst — around £45,000–£60,000 in the UK, $80,000–$110,000 in the US or €55,000–€75,000 in Germany. You get a Big 4-trained analyst for the hours you actually need.
Do you work in UK, US or European business hours?
Yes. Our team in Karachi (UTC+5) overlaps the full UK and German working day and the US East Coast morning. For US Pacific clients we schedule a dedicated afternoon window. Every client has a named lead who answers within one business day, usually within hours.
How is our financial data kept secure?
All work is done inside your own cloud accounting system and file storage — we never move your ledger onto our infrastructure. Access is granted per user with least-privilege roles and two-factor authentication, staff sign NDAs, and we support UK GDPR, EU GDPR (DSGVO) and US data-handling requirements. Access can be revoked instantly at any time.