Plan Ahead With Financial Planning & Analysis

Our FP&A services provide you with the tools and insights you need to effectively manage your cash flow, create deterministic financial models, implement budgeting strategies, control costs, track KPIs, plan for different scenarios, and manage debt.

FP&A for Startups and High Growth Brands

We take a comprehensive approach to provide our clients with the right reports and financial tools needed to make strategic decisions. From building “CEO dashboards” to having a thoughtful liquidity plan, we offer guidance and help clients navigate through growth challenges.
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Cash Flow Forecasting

Cash management and forecasting are the heart and soul of running a consumer brand. We work closely with clients to build and manage a 13-week cash flow forecast tied to the demand plan. We prioritize liquidity and cash above everything else.

Budgeting

We transpose the financial model into an operating plan anchored with a solid budget. The budgeting process is both top-down and bottoms-up, where we sensitize all expected inputs and outputs.

Board and Credit Packets

We assist in putting together board packets monthly and quarterly to support our clients (and CEOs) in managing expectations and communicating with investors. Same for credit packets and communicating with lenders and credit partners.

Weekly and Monthly Financial Reporting

We build and manage a weekly dashboard for our clients - capturing all KPIs. We also build a comprehensive monthly report with variance analysis, financial ratios, anomaly detection, management discussion and analysis, and more.

What are the next steps?

We understand the pace and stress of running a growing brand. We align with your needs and provide financial guidance to help you win.

What to expect next? We will:

1

Review your financial statements

2

Complete an in-depth analysis

3

Discuss our recommendations

4

Evaluate partnership scope

What are the next steps?

We understand the pace and stress of running a growing brand. We align with your needs and provide financial guidance to help you win.

What to expect next? We will:

1

Review your financial statements

2

Complete an in-depth analysis

3

Discuss our recommendations

4

Evaluate partnership scope

“FinanceWithin has been instrumental in helping us make major decisions when it comes to how we run our business. From understanding & reviewing the different ways to fund our business to helping us forecast & manage cash flow, it’s been a huge relief to work with experts who genuinely care about NoonBrew.”
Andrew
Co-Founder

From Startup to M&A, We Drive Results.

We partner with founders and leaders to accelerate impact and unlock enterprise value across the full business lifecycle. Our team brings blue-chip experience, integrated capabilities, and the speed to execute when it matters most. As disciplined operators and trusted advisors, we drive performance from early growth through capital events and beyond.

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We Help Clients Build Investor-Grade Businesses

CFO Services

Strategic planning, performance improvement, governance and compliance, investor relations, fundraising, capital market solutions.

Fractional Chief HR Officer

Recruiting, comp and incentive planning, org design, leadership coaching, legal compliance, onboarding, change management, , termination, handbook.

Accounting & Bookkeeping

Controller level monthly close, investor-ready financial reporting, supporting documentation against each close, AP, support on setting internal controls.