Financial Planning & Analysis Services (FP&A)

A Fractional CFO is a highly experienced finance executive who works with your business on a part-time or project basis. They bring strategic financial expertise — like budgeting, fundraising, performance tracking, and leadership — without the cost or commitment of hiring someone full-time.

Bookkeepers and controllers focus more on day-to-day record keeping and compliance. A Fractional CFO, on the other hand, is a strategic advisor. They help you plan for growth, make big financial decisions, and manage risks — all while translating complex financial data into clear, actionable insights.

Startups, growth-stage businesses, and even mature companies going through a transition (like fundraising, restructuring, or acquisition) benefit the most. If you're not quite ready for a full-time CFO, but need that level of insight, a fractional solution is the perfect fit.

We begin with an in-depth consultation to understand your current financial position, team structure, and goals. Then, we develop a tailored engagement — which could include weekly strategy sessions, financial system builds, board reporting, or investor presentations. It’s all based on what your business needs to grow with confidence.

Yes. One of our core strengths is helping businesses prepare for fundraising. We’ll support you with financial modeling, investor decks, due diligence materials, and coaching — so you go into every meeting prepared and positioned for success.

You get executive-level insight without the executive-level overhead. Our clients consistently see stronger cash flow control, better reporting, more confident decision-making, and improved relationships with banks, investors, and boards. Plus, our fractional model gives you flexibility to scale support as your business evolves.

Most clients are onboarded within 1–2 weeks. Once we align on your goals and scope, we move quickly to bring in the right CFO-level support and start driving results.

FP&A is the process of budgeting, forecasting, and analyzing your financial data so you can make smarter, more strategic business decisions. It’s not just about the numbers — it’s about understanding what they mean, what’s driving them, and how to use them to achieve your long-term goals. At FirstCXO, we help you build a financial foundation that supports growth and minimizes surprises.

Our FP&A services help you get proactive about your finances. Whether you're trying to scale, reduce costs, or prepare for funding, we provide the insights and structure to help you stay in control. From variance analysis to performance dashboards, we make sure you're not just reacting to the numbers — you're using them to lead your business forward.

We develop custom performance dashboards, KPI trackers, and financial reports tailored to your business. These tools give you instant visibility into cash flow, profit margins, budget performance, and more. Everything is designed to be actionable and easy to interpret, even if you're not a finance person.

Not at all. In fact, growing businesses benefit the most from structured financial planning. If you're making decisions around hiring, pricing, new services, or capital investments, you need solid financial projections. Our services scale with your needs — you don’t have to be a Fortune 500 company to benefit from executive-level insights.

Think of accounting as looking in the rearview mirror — it tracks what happened. FP&A, on the other hand, is your windshield: it helps you plan for what’s ahead. While both are important, FP&A gives you the forward-looking strategies needed to grow and adapt.

Absolutely. Cash flow is one of the biggest pain points for growing businesses. We’ll help you anticipate future cash needs, identify timing gaps, and build a strategy that keeps your business financially healthy, even in uncertain times.

It starts with a simple consultation. We’ll review your current financial setup, identify gaps, and build a roadmap tailored to your goals. From there, we’ll implement systems, build models, and work alongside your team to drive results month after month.