Financial Planning & Analysis (FP&A) Support

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Financial Planning & Analysis (FP&A) Support

We provide strategic FP&A support tailored for SaaS and venture-backed businesses, delivering data-driven insights, investor-grade reporting, and forward-looking financial visibility to support scaling and capital decisions. Our approach combines deep financial expertise with an understanding of SaaS operating metrics, enabling founders and leadership teams to make informed, high-impact decisions.

Expert Financial Guidance
Customized Solutions
Honest Communication
Dedicated Client Support

Our offerings include

MIS Reporting & SaaS Dashboards

ARR, MRR, churn, growth trends, and management reporting.

Unit Economics & Profitability Analysis

CAC, LTV, payback period, contribution margins, and profitability insights.

Revenue & Cohort Analytics

Segment, customer, product, and cohort-based revenue analysis.

Budgeting & Forecasting

Strategic planning, annual budgets, rolling forecasts, and driver-based financial models.

Cash Flow & Runway Planning

Cash burn analysis, liquidity forecasting, runway planning, and funding requirements.

Financial Consolidation & Variance Analysis

Consolidated reporting across entities/geographies and budget-to-actual analysis.

KPI Tracking & Trend Analysis

Business performance metrics, and trend analysis

Board & Investor Reporting

Monthly and quarterly management, board, and investor reporting packages.

Scenario & Sensitivity Modeling

Base, upside, downside, and other strategic business scenarios.

Quality of Earnings (QoE) & Transaction Support

Quality of Earnings (QoE) & Transaction Support

Financial Due Diligence

Investor-facing, buy-side, and sell-side financial due diligence support.

Strategic Finance & Ad-Hoc Analysis

Decision support, business case analysis, and other strategic finance projects.

Build a Finance Function That Grows With Your Business

Get the accounting and finance expertise you need without the overhead of building a large in-house team. Partner with VM Business Services for scalable, US CPA-led support.