OUTSOURCED CFO SERVICES

FP&A Consulting

TydeCo™ provides FP&A consulting that combines forecasting, budgeting, and department-level coordination to help organizations plan for the future with clarity and confidence.

Built for Your Planning Process
Fits your model, cadence, and metrics.
Smarter Forecasts, Better Calls
Plan with more accuracy and insight.
WHAT WE DO

Smarter Finance, Smarter Strategy

We assist organizations in building forecasts and budgets grounded in operational reality to enable confident decision-making and long-term financial alignment well into their business future.

Budget Creation & Forecasting

Develops future centric financial plans based on a company’s historical performance, market trends, and leadership goals.

Departmental Budget Coordination

Guides teams through standardized budgeting processes and ensures that departmental inputs align closely with the overall financial strategy.

Scenario Planning & Modeling

Builds models designed to evaluate best-case, worst-case, and mid-range financial outcomes for more agile decision-making.

Variance Tracking & Analysis

Analyzes actual vs. projected results and helps organizations to adapt future planning in response to shifting conditions or performance gaps.

WHY US

Plan With Confidence

We help you model future scenarios, forecast more accurately, and make proactive decisions with clean inputs.

Strategic Planning Tools

We align budgeting, forecasting, and reporting to support leadership’s vision and goals.

Dynamic Rolling Forecasts

TydeCo™ enables real-time reforecasting as conditions shift, keeping your planning agile.

Scenario Planning Tools

Scenarios to guide leadership decisions and support long-term strategic planning.

Data-Driven Insights

Our models connect financials to operational outcomes, giving context to every projection.

TECHNOLOGY

Software to support planning

We work in financial planning software that connects forecasts to actuals, budgets, and key metrics.

Sage Intacct

Provides your business accurate, compliant payroll processing with cloud-based access and includes smart features like automated leave management and built-in legislative updates.

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Sage 300 People

Streamlines your HR and payroll operations with flexible configurations, tools for compliance, and full integration capabilities for those with complex organizational needs.

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FloQast

Accelerates the financial close process by improving your overall data accuracy and centralizing your workflows to enable better collaboration across accounting teams.

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Donor Perfect

Helps nonprofits manage their donor data, fundraising campaigns, and reporting with a centralized, cloud-based system intrinsically built for growth and engagement.

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Ramp

Helps solve any spend control issues and visibility challenges through features like expense tracking, corporate cards, and automated accounting integration.

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Quipli

Conveniently manages all rental inventory, bookings, and customer interactions for equipment and tool rental businesses to improve their operational efficiency.

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Quickbooks

Simplifies all bookkeeping, invoicing, and reporting processes for small to mid-sized businesses, offering real-time financial visibility and helpful automation features.

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Sage Premier HR & Payroll

Delivers reliable, desktop-based payroll processing with strong compliance tools and full backend access to enable custom reporting and hands-on data control.

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Sage 300cloud

Addresses all your ERP needs with stronger accounting, inventory, and operations management - ideal for organizations requiring hybrid or on-premise deployment.

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GET STARTED

Forecast smarter, faster, and with fewer moving spreadsheets.

How We Work

Three Steps to a Better System

We take time to understand what’s not working, then build practical systems that fix it and keep it fixed.

Discovery

We dig into what’s slowing you down, pinpointing messy processes, gaps, and what’s getting missed or duplicated.

Scope & Proposal

We outline what needs fixing, what it’ll take, and what a better setup looks like.

Onboarding

We get your team aligned, systems configured, and workflows in place, without confusion, rework, or wasted time.

Our Clients

Trusted by the Best

We’re proud to support the teams behind these logos. Long-term partnerships built on trust, capability, and results that hold up.

FREQUENTLY ASKED QUESTIONS

FP&A Consulting FAQs

FP&A isn’t just Excel—we answer these early in every engagement.

Do you build full organizational budgets?

Yes. Our CFO services use top-down and bottom-up budget approaches. We collaborate with department heads to ensure that budgets align with strategic goals and historical data. We use consistent frameworks and tools in our approaches, which help us deliver actionable and unified budget plans.

Can you help with forecasting revenue and expenses?

Yes. We use financial history and market trends to build realistic forecasts for both short-term and long-term planning. Our flexible models enable scenario analysis and strategy alignment. This, combined with regular reviews, ensures financial plans remain realistic and adaptable. Your business is better able to adjust to changes in market trends and regulations.

How do you handle departmental inputs?

We start by providing templates for departmental-level data, which can be consolidated into one organizational forecast. With our support, you can resolve overlaps and ensure consistency across all departments. All of which helps to improve accuracy and clarity in planning and align departmental assumptions with strategic goals.

What happens if projections are off?

Should projects be off, we will conduct variance analysis and re-forecast where necessary. This enables us to adjust forecasts based on the causes of deviation and update models with new data and/or marketing conditions. Using this approach, we ensure your financial plans remain relevant year-round and keep leaderships informed and financially agile.