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Strategic Financial Planning & Analysis

Turn Financial Data Into
Confident Decisions

Our FP&A consulting builds the budgeting, forecasting, and reporting capabilities leadership needs to make confident decisions, not just informed ones, with senior practitioners who work alongside your team, not behind it.

The Practice At A Glance

What Strong FP&A Looks Like

 

Understand

Step 01

Understand

Diagnose the context, data, and timeline, so we solve the real problem, not the symptom.

Align

Step 02

Align

Bring finance, operations, and leadership into one plan, moving in the same direction.

Execute

Step 03

Execute

Senior-led delivery, accountable to results you can see and measure.

 

 

What we do

Service Offerings

Senior-led FP&A built around the decisions your business needs to make, not just the reports your finance team produces.

All services
Budgeting & Forecasting Annual budgets and rolling forecasts built on your real business drivers, not just historical trends, with scenario planning baked in and a process your team can maintain without rebuilding from scratch each cycle.
Cash Flow Management & Treasury Forecasting Real-time cash visibility models, working-capital optimization, and treasury forecasting that give leadership an accurate picture of liquidity weeks and months out, not just today.
Financial Modeling & Scenario Analysis M&A models, growth projections, and sensitivity analyses that produce decision-ready outputs, tools your team can run and rely on independently, not static spreadsheets.
Outsourced & Fractional FP&A From a one-time financial model to a fully outsourced FP&A function, we provide senior-level expertise that fills specific gaps or runs the function until an internal hire makes sense, building capability, not dependency.
Not sure where your FP&A gaps are? We'll map them with you in 15 minutes.
Talk to an FP&A Expert
What’s At Stake

Planning shouldn’t come down to guesswork.

Before a business invests in better FP&A, it usually hits the same walls. When several show up together, the cost shows up in slow decisions and missed opportunities. Recognizing them early is half the work.

When Planning Becomes Guesswork

Budgets built on gut instinct

Budgets are built on last year’s numbers and instinct, not current data.

Unreliable cash flow forecasting

Cash flow forecasting is unreliable, or doesn’t exist at all.

Reports that arrive too late

Month-end reports land too late to influence decisions already made.

“What if” questions go unanswered

Leadership asks scenario questions the finance team can’t answer quickly.

FP&A is a side job

FP&A isn’t a real function; it’s a side task for an already-stretched controller.

With Acclarity

Faster, more confident decisions

Decisions backed by data leadership can actually trust.

Accurate, trusted forecasts

Fewer surprises and a cleaner runway for the business.

Improved cash flow visibility

Liquidity gaps are prevented before they occur, not discovered after.

Strategic alignment

What finance tracks match what operations is trying to accomplish.

Board and investor confidence

Greater confidence in the financial projections being presented.

Building real FP&A before the next budget cycle or capital raise beats having to reconstruct the numbers under pressure.
Proof

Case Studies

Recent FP&A and financial-visibility engagements: what we walked into, and what changed.

All case studies
Cash Flow Forecasting
Automated Cash Flow Models & Reporting From Low Visibility to Real-Time Insight
An organization with limited financial visibility and concentration risk gained automated cash flow models and reporting, turning fragmented data into real-time insight for planning and decision-making. Read the story
Planning & Analysis
Revenue Cycle Data Turned Into Insight Sustainable Cash-to-EBITDA Analysis
A PE-backed organization with 40 practices lacked visibility into revenue cycle performance. Waterfall analysis, automated AR analysis, and reporting across revenue, cash flow, and working capital enabled sustainable Cash-to-EBITDA analysis and better financial decisions. Read the story
Reporting & Forecasting
Faster P&L, Clear Budget-vs-Actual Modern Reporting Across Plants
A multi-plant, multi-country manufacturer ran a manual month-end close that delayed P&L reporting. Automated, real-time data integration and actuals-versus-budget trend analysis sped up reporting, cut manual effort, and clarified financial trends across the business. Read the story

Why Acclarity

FP&A partners, not a report factory.

Senior practitioners who build alongside your team and stay accountable to outcomes.

Senior practitioners, not junior analysts

Senior practitioners, not junior analysts

Experienced FP&A practitioners who operate at the strategic level, not just produce reports.

Finance, ops, and technology in one team

Finance, ops, and technology in one team

We connect financial performance to operational execution and systems, because that’s where the insights live.

Hands-on and embedded

Hands-on and embedded

We don’t hand over a model and leave. We build alongside your team, transfer knowledge, and stay accountable to outcomes.

Cross-industry depth

Cross-industry depth

Proven approaches from PE-backed companies, healthcare, manufacturing, and technology, applied to your context.

Want to talk to a transaction advisor directly? We'll route you to the right person on the team.
Talk to an Expert
People

Expert Spotlight

The senior advisors who'd actually run your engagement, not a pitch team.

Our full team
Managing Director

Marcus Fischer

Transaction Advisory Expert

Marcus, CPA, MBA is a seasoned accounting and finance leader with 20 years of experience in audit, technical accounting, FP&A, and commercial finance. He has held leadership roles in Big Four public accounting and multinational organizations, advising finance leaders across healthcare, life sciences, manufacturing, retail, and sports entertainment. Beginning his career in the Big Four, he led audit engagements for publicly traded and privately held companies, ensuring compliance with SOX 404, U.S. GAAP, and SEC reporting. In the private sector, Marcus has specialized in financial modeling, revenue reporting, budgeting, and process optimization within global corporations.

Contact Us
Point of view

Thought Leadership

What deal teams get wrong, what we've learned across 90+ acquisitions, and how to be ready before the process starts.

Browse all insights
Budgeting

2026 Budget Preparation

A practical guide to building a budget that holds up, from assumptions to scenario planning.

Read the article
Decision Support

The Modern CFO Mandate: Lead with Data

Why the strongest finance leaders treat data as the starting point for decisions, not an after-the-fact report.

Read the article
Common Questions

About Governance, Risk & Compliance

Click any question to expand the answer.

What is included in FP&A services?

Scope varies by engagement, but typically includes budgeting, rolling forecasts, cash flow management, financial modeling, scenario analysis, KPI development, and management reporting. We tailor each engagement to the gaps and priorities specific to your business.

When should a company invest in FP&A consulting?

The clearest signal is when leadership is making significant decisions without reliable financial data to support them. Other triggers include budgets that consistently miss reality, a finance team stuck in backward-looking reporting, rapid growth that has outpaced your current processes, or a major event on the horizon like a capital raise or acquisition.

Can FP&A be outsourced?

Yes, and for many growth-stage and mid-market companies, outsourcing FP&A is the most practical path to senior-level financial expertise. Outsourced FP&A professionals can work alongside your existing finance team to fill specific gaps, or serve as your entire FP&A function until an internal hire makes sense. The goal is always to build capability, not dependency.

How is FP&A different from accounting?

Accounting records and reports on what has already happened. FP&A focuses on what is likely to happen and what should happen, using historical data as an input to forward-looking analysis. The two are complementary; strong general and operational accounting is the foundation that makes good FP&A possible.

Turn your data into a STRATEGIC ADVANTAGE.

Most businesses have more financial data than they know what to do with. What's missing is the structure, expertise, and process to turn it into decisions. That's exactly what our FP&A consulting is built for: senior-led, hands-on, and designed around the outcomes you're working toward.

Talk to an FP&A Expert