FP&A & Unit Economics - Decisions Get Faster When the Numbers Are Right
The metrics that drive the real decisions.
Most finance teams report what happened last month. Our FP&A service tells you what's coming and why - so your leadership team makes decisions based on insight, not instinct.
30 days
FP&A function built
60%
Reporting time saved
2 weeks
Unit economics model live
01
SCOPE
What's Included
- ▸Unit economics model (CAC, LTV, payback period, contribution margin)
- ▸Rolling financial forecast - monthly and quarterly
- ▸KPI and OKR financial system design and tracking
- ▸Cohort analysis by client, product, geography, or channel
- ▸Budget vs. actuals with variance narrative for leadership
- ▸Board and investor reporting pack (monthly/quarterly)
- ▸FP&A function setup from scratch - 30-day build
- ▸CAC/LTV analysis for B2B SaaS and IT services companies
02
FIT
Who This Is For
- ▸B2B SaaS companies that don't fully understand their unit economics
- ▸IT service companies with multiple revenue streams and opaque margins
- ▸CEOs who want forward-looking forecasts, not just historical reports
- ▸Businesses preparing for investor scrutiny on financial performance
03
IMPACT
Results You Can Expect
- ▸Unit economics model live within 2 weeks
- ▸Rolling forecast replacing annual budget within 30 days
- ▸Leadership reporting time reduced by 60%
- ▸Margin improvement identified through cohort analysis
Ready to start?
Let's talk about your business
Every engagement starts with a complimentary financial audit. No commitment required.