Financial Planning & Analysis (FP&A) Services
Litrivis CPA provides FP&A services that turn financial data into a planning tool business owners can actually use.
We build budgets, forecasts, and financial models grounded in your real numbers, then help you use them to make decisions with more confidence - whether that's next quarter's hiring plan or a five-year growth strategy.
Why This Service Matters
Accounting tells you what already happened. FP&A tells you what's likely to happen next, and what to do about it. Most businesses in the $1M–$50M range have solid accounting but no real planning infrastructure - no budget that gets used, no forecast that gets updated, no model that gets pulled out before a major decision.
The result is that decisions get made on instinct even when the data to inform them exists. A hiring plan gets approved without modeling the revenue needed to support it. A budget gets built once a year and never looked at again. Board or investor updates get assembled from scratch every quarter because there's no ongoing reporting infrastructure.
FP&A closes that gap. It's the function that takes historical financial data and turns it into forward-looking plans, dashboards, and models - the tools that let a business make decisions on evidence rather than instinct.
Ready for Financial Leadership That Keeps Up With You
Litrivis FP&A services build the planning and analysis infrastructure that connects historical financial data to forward-looking decisions. This includes budgeting and forecasting, financial modeling, KPI and dashboard reporting, scenario planning, board and investor reporting, and cash flow management.
Unlike a one-time financial model, FP&A is an ongoing discipline plan that gets built, then reviewed against actuals, then refined. We embed that cadence into your business rather than delivering a static spreadsheet.
Budgeting & Forecasting
A budget only has value if it's actively used, not built once and forgotten. We build annual budgets grounded in your real business drivers, then keep them current with a regular review cadence.
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Annual budget build
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Rolling forecast updates
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Budget vs. actual reporting
A budget that functions as an active planning tool.
Financial Modeling
Major decisions - hiring, pricing, expansion- often get made without testing them against real numbers first. We build models specific to the decision you're facing, so tradeoffs and risks show up before you commit.
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Custom models tied to specific decisions
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Sensitivity analysis on key assumptions
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Ongoing updates as circumstances change
Major decisions get tested before they're made.
KPI & Dashboard Reporting
By the time a problem shows up in the income statement, it's often been building for months. We identify the KPIs that actually predict your business's performance and build dashboards that track them consistently.
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Custom KPI identification and definition
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Dashboard build and maintenance
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Regular KPI review meetings
Earlier visibility, before an issue becomes a crisis.
Scenario Planning
Scenario planning isn't about predicting the future perfectly -it's about knowing your options before you need them. We build best-case, base-case, and downside models tied to your actual financial structure.
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Multi-scenario financial models
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Stress testing against key risks
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Contingency planning recommendations
A business that responds deliberately, not under pressure.
Board & Investor Reporting
Assembling board or investor updates from scratch every cycle is time-consuming and inconsistent. We build a standing reporting package and manage the ongoing process of updating it each cycle.
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Standardized reporting package
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Regular reporting cadence management
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Narrative commentary alongside the numbers
Updates that are consistent, credible, and far less time-consuming.
Cash Flow Management
Many businesses are profitable on paper but still run into cash crunches. We build a rolling cash flow forecast tied to your real receivables and payables, so you see what's coming before it happens.
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13-week rolling cash flow forecast
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Working capital analysis
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Burn rate and runway tracking
Clear visibility into next month's cash, before you need it.
Our proven process ensures you get FP&A support that's practical, responsive, and built around your business. We stay involved so every plan is backed by real numbers, not guesswork.
Discovery: We learn your business model, current planning process, and the decisions you most need better data to support.
Assessment: We evaluate your existing budgets, models, and reporting to identify what's missing or unreliable.
Strategy: We design an FP&A infrastructure budgeting cadence, model structure, KPI set scoped to your specific needs.
Implementation: We build the models, dashboards, and reporting templates and integrate them with your existing financial data.
Ongoing Support: We maintain and refine the planning infrastructure on a regular cadence as your business evolves.
Scaling Support As your business changes, our involvement scales up or down with it.
Our FP&A Process
Industries We Serve
We provide FP&A services tailored to how your industry actually plans and forecasts - not a generic budget template. From variance analysis and forecasting to board-ready reporting, our team helps you plan with numbers you can trust.
Medical practices and healthcare businesses often need FP&A support with:
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Reimbursement and payer mix forecasting
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Multi-location and service-line performance tracking
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Compensation modeling
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Labor cost forecasting and staffing ratios
We help translate complex healthcare economics into forward-looking plans leadership can act on.
Law firms have FP&A needs that differ from most businesses, including:
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Partner compensation and distribution modeling
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Realization and collection rate forecasting
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Matter-level profitability tracking
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Cash flow forecasting around trust/IOLTA timing
We help firm leadership plan around the way legal revenue actually flows.
SaaS companies frequently need FP&A support with:
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ARR, MRR, and cohort-based revenue forecasting
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CAC, LTV, and unit economics modeling
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Burn rate and runway planning
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Board and investor reporting packages
We help build the forecasting infrastructure that scales as the company grows.
Private equity firms and their portfolio companies frequently need FP&A support with:
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Portfolio company reporting standardization
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Deal and returns modeling
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Budget vs. actual tracking across holdings
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Value creation plan monitoring
We help bring consistent financial visibility across the portfolio.
Why Choose Litrivis CPA
FP&A work requires both technical modeling skill and a real understanding of the business. We combine CPA-level rigor with hands-on FP&A experience built specifically for growing businesses, not enterprise finance departments models and dashboards a lean team can actually use, grounded in accurate, current financial data.
Frequently Asked Questions
Everything you need to know before getting started with Litrivis.