Financial Planning & Analysis
Outsourced FP&A and controller support for CPA firms
The reporting, forecasting, and analysis your firm needs to move clients beyond compliance and into advisory, without hiring a controller to do it.
Your clients want insight. Compliance work leaves no time to give it.
Advisory is where the margin and the loyalty are. But building management reports, forecasts, and dashboards for every client takes hours your team doesn't have once the compliance work is done. So the advisory conversation keeps getting postponed.
We build the analysis layer for you. Your firm gets client-ready reporting and models to work from, and you get to have the higher-value conversation without adding a controller to payroll.
What we handle
- Monthly management reporting packages
- Budgeting and annual planning
- Cash flow analysis and projections
- Forecasting and rolling forecasts
- Budget-versus-actual variance analysis
- KPI and metrics dashboards
- Scenario and what-if modeling
- Board, investor, and lender reporting packages
- Financial modeling support
- Custom client reports your firm can present as its own
AI-assisted analysis, interpreted by real accountants
We use AI-assisted tools to move faster through the mechanical part of analysis: pulling data together, calculating variances, and surfacing trends and outliers that deserve a closer look. It shortens the distance between raw numbers and a useful report.
The interpretation stays human. A qualified accountant decides what the numbers mean, what's worth flagging, and how to frame it for your client. AI points to where to look; our people tell you what it means and why it matters.
How we deliver
You get a dedicated person who understands your clients and reports to your standards, working in your software and formats. Every package is reviewed before it reaches you, and one point of contact stays accountable for the work.
What you can expect
- Monthly reporting delivered on an agreed schedule after close
- Ad-hoc analysis scoped with clear timelines
- Questions answered within one business day
The tools we work in
Excel and Google Sheets modeling, Fathom, QuickBooks, Xero, NetSuite, and Sage, plus your firm's preferred reporting tools.
“Because of Team ArthaBiz, I'm floating and not drowning in the work.”
- Accuracy
- 98%
- Hours saved per week
- 20+
- Reviewed by qualified CAs
Straightforward pricing
FP&A support runs on a dedicated basis from $1,600/month, or scoped by project. Start with 40 hours of free work before you commit.
Common questions
Can you match our reporting format?
Yes. We build to your templates and standards so the output looks like your firm's, not ours.
Do you work directly with our clients?
Only if you ask us to. By default your firm owns every client conversation.
What tools do you model in?
Primarily Excel and Google Sheets, connected to QuickBooks, Xero, NetSuite, or Sage.
Who reviews the analysis?
A qualified accountant reviews every package before it reaches you.