Strategic Financial Planning & Analysis (FP&A) Services for
Drive smarter growth with data-backed decisions.
Our professional-led Financial Planning & Analysis services help small businesses understand their numbers, plan for the future, and increase profitability through strategic insights.
📊 What Is Financial Planning & Analysis (FP&A)?
Redefined Business Advisors Accounting: Your Trusted Financial Partner
FP&A is the process of evaluating your business’s financial health to plan, forecast, and improve your company’s performance. Unlike basic bookkeeping or tax prep, FP&A helps you:
• Develop budgets and financial forecasts
• Analyze revenue trends and cost structures
• Identify opportunities for growth and savings
• Make confident, data-driven business decisions
When powered by a professional, FP&A becomes even more valuable—combining real-time financial analysis with expert advisory to support both short-term actions and long-term goals.
💼Why Small Businesses Need Financial Planning Services
Whether you’re preparing for growth, seeking funding, or simply trying to increase profitability, our Financial Planning and Analysis services provide a roadmap for sustainable success.
Benefits of FP&A for small businesses:
💡 Clear visibility into cash flow and expenses
📈 Strategic forecasting to support growth
🏦 Better decisions around capital investments and financing
🧾 Improved financial reporting for lenders and investors
📊 Ongoing KPI tracking to measure performance
Small Business Financial Planning
Budgeting & Forecasting
Create forward-looking financial models to help you plan with confidence.
Cash Flow Analysis & Planning
Understand where your money is going and identify ways to improve liquidity.
Scenario & Sensitivity Modeling
Simulate best- and worst-case business scenarios to prepare for any outcome.
Budgeting & Forecasting
Cash Flow Analysis & Planning
Scenario & Sensitivity Modeling
Create forward-looking financial models to help you plan with confidence.
Understand where your money is going and identify ways to improve liquidity.
Simulate best- and worst-case business scenarios to prepare for any outcome.
KPI Development & Performance Dashboards
Track and measure what matters most with customized reporting.
Monthly and Quarterly Financial Reviews
Get expert insights on your financial trends, margins, and profitability.
Board-Ready Financial Reporting
KPI Development & Performance Dashboards
Monthly and Quarterly Financial Reviews
Board-Ready Financial Reporting
Track and measure what matters most with customized reporting.
Get expert insights on your financial trends, margins, and profitability.
Who We Work With
Our financial planning services are ideal for small and mid-sized businesses across a variety of ind
- Professional Services
- Tech Startups & SaaS
- E-Commerce & Retail
- Real Estate & Property Management
- Construction & Trades
- Healthcare Practices
- Employment Services
- Non-Profit
Whether you’re a solopreneur scaling operations or a 50-person team preparing for Series A funding, we tailor our FP&A solutions to your goals and stage of growth.
📅 Let’s Build a Smarter Financial Future for Your Business
Ready to take the guesswork out of your growth strategy? Let our outsourced FP&A services bring clarity and confidence to your financial decision-making.
📞 Call us at 615-549-6407
📧 Email us at hunter.collins@rba-mail.com
📍 Serving businesses locally and across the U.S.