Whether you’re an engineering firm, public accounting, software, or any other professional services firm, we bring years of proven, hands-on expertise ranging from detailed weekly forecasts to broader annual and strategic operating plans.
We bring years of experience implementing FP&A software across numerous industries and bring that knowledge to our work. Notable industries:
- Retail and Wholesale Trade
- Transportation and Warehousing
- Information / Software
- Finance and Insurance
- Real Estate Rental and Leasing
- Professional, Scientific, and Technical Services
- Educational Services / Higher Ed
- Accommodation and Food Services
- Others, just ask!
Professional, Scientific, and Technical Services
Forecast work demand from active backlog and the new business pipeline
Load data from your PSA, CRM, and ERP to forecast demand
Plan deferred and accrued revenues depending on pay terms and contract types
Implement continuous weekly or monthly rolling forecasts
Forecast staff capacity based on utilization and reconcile against work demand
Plan temp or seasonal staff
Plan department expenses
Leverage Key Performance Indicators
Calculate KPI’s and dig into variances
For software companies or any company operating under a Subscription business model, we bring expertise to help forecast your sales demand, existing customer expansion and churn, balance sheet and cash flow considerations, and all other parts of your business.
Integrate committed ARR from your CRM or ERP
Plan new ARR by salesperson or by individual account
Load your sales pipeline from Salesforce or other CRM
Incorporate inputs from the budget owners to aggregate the annual budget
Plan customer support staff based on expected demand
Sales performance management
Manage incentive compensation, plan sales performance, and amortize commissions based on changing accounting rules
Track and Analyze common SaaS metrics
For universities and colleges, we help you tighten up your budget process, assess your current spend to-date, and plan student cohorts at a more detailed level.