What is FP&A?

Financial Planning and Analysis (FP&A) is the process of analyzing historical financial data and using that
data to plan for the future.
By using financial statements, modeling, and forecasting, I can give your business all the information you need
to make informed choices based on your goals.

Typically, my FP&A advisory includes the following four elements:

1. Planning and budgeting

2. Forecasting and modeling

3. Integrated financial planning

4. Management and performance reporting

These four elements all come from a company's Annual Plan.

If we look at the first two points, there’s one key feature about both to remember: they’re forward
facing. While historically, accounting has been reporting on what has happened, advisory
means reporting on what may happen. Once we have that picture of a potential future, we have a
starting point to help you navigate.

My FP&A advisory service does not mean running your business. I act as an advisor who provides
information and advice that helps you make decisions. The work I provide will be informed
by the needs of your business, rather than me determining those needs.

Serving Salt Lake City, Millcreek, Canyon Rim, and Mount Olympus.