Stop managing finances by feel.
Monthly financial planning and analysis advisory for business owners who need CFO-level financial visibility — without the full-time CFO price tag.
CFO-level financial clarity every month.
The FP&A Advisory Retainer brings structured financial planning, analysis, and reporting to your business on a recurring basis — so you’re never surprised by your numbers again.
- 📊Monthly Budget Review & Variance AnalysisActuals vs. plan, line-by-line. Know exactly where you’re over and under — and why.
- 📈Rolling Revenue Forecast (13-week)Updated cash flow projection every month. Know your runway at all times.
- 📝Board/Investor-Ready Monthly ReportProfessionally structured financial narrative with commentary — ready to send.
- 🎯KPI Dashboard Setup & MaintenanceCEO/CFO dashboard built in your first 30 days. Updated with actuals monthly.
- 📋Annual Operating Plan BuildFull budget and financial model built collaboratively for the coming year.
- 🏦Full FP&A Template Library AccessEvery financial template in our BGT FP&A catalog — yours to use.
Apply for FP&A Advisory
Applications take 5 minutes. We review every one personally and respond within 1 business day — no auto-rejection, no sales team handoff.
Notification: SBCS FP&A Apply Pipeline
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Most businesses at $500K–$5M are financially blind.
They have bookkeeping. They have a P&L at year-end. But they don’t have forecasting, they don’t have a real budget, and they don’t have a CFO-level financial narrative. The FP&A Advisory Retainer fixes that — monthly, consistently, without the $200K+ CFO hire.
Apply for Advisory →Your business deserves real financial visibility.
Apply for FP&A Advisory and get CFO-level financial planning without the full-time hire. We read every application personally.
Apply Now →