
Financial Planning and Analysis (FP&A) can be a game-changer for companies looking to make smarter decisions, and stay ahead of the competition. FP&A can help by achieving all of the following:
Quantify performance by looking at specific financial metrics for the company as a whole, departments, or individual employees
Improve cash flow by understanding historical cash trends and forecasting future cash needs
Make strategic decisions by showing most likely financial outcomes for different potential scenarios through the use of financial models
Communicate financial trends, projections, and key industry specific indicators to outside investors to raise capital and gain confidence
So much more!
Why is FP&A Important?
Why Have an External FP&A Team
Most owners know there is value in FP&A but put off investment in an internal team because there is a lot of hassle and expense when trying to hire a big in-house team. That's why an external FP&A team can be so beneficial. With an external team, you pay the fraction of the cost for an experienced in house employee, benefit from the resources of multiple individuals and technology, and get individuals with experience across a large number of companies in the same industry. This allows insights to be given as to how trends are currently affecting other similar companies and also can apply what is working for others in the space.
FP&A Solutions


Monthly Forecasting


Budget to Actual Analysis








Custom Reporting Dashboards
Cash Flow Models
Investor Reporting
Put a video here about FP&A
Get in touch
Paseo Advisors, LLC
Salt Lake City, UT
© 2023 Paseo Advisors, LLC
Contact Info
contact@paseoadvisors.com

