Financial Planning & Analysis

Tools and guidance for informed decisions, accelerated growth, and long-term business success

Imagine having a crystal ball that delivers accurate insights into the financial future of your business, with the ability to create hypothetical results based on inputs and scenarios chosen by you. What would you do with this information?

→ Analyze the impact of hiring additional staff?

→ Estimate the break-even point of opening another location?

→ Map out the financial impact of investing in a strategic initiative?

→ Create a plan to drive value and optimize your exit?

Whatever questions you have about where your business is headed, Financial Planning & Analysis can illuminate the answer. Run “what if” scenarios and build out complex models & projections to see your future potential today.

Advisory services in action

We helped a design firm increase top line revenue and profit by $200k in one year following a pricing analysis.

We helped a SaaS company increase gross revenue by a factor of 26.7 (2,667%) over five years.

We helped an automotive service company nearly double gross income and increase net income by 1,800% in five years.

Put your company's data to work for you

Leveraging Fathom for Financial Planning & Analysis (FP&A) is not just number crunching – it’s unlocking the insights that make your company stronger, more profitable, and ready for your well-planned exit.

Included with all Strategic engagements, you’ll work hand in hand with our most experienced advisors to make data-driven decisions and elevate financial performance.

Every business owner needs FP&A

Whether you think about it daily or it’s never crossed your mind, the reality is that one day you will exit from your business.

Every business owner does.

The only question is: Will you do it on your terms or on someone else’s?

At Accountability Services, we know how important it is to protect your legacy and maximize the return on your life’s work. Our advisory experts are eager to learn and understand your unique personal vision – not just where you want to take your business, but how that journey impacts the people and causes you care about most, including yourself.

Let’s build something incredible together – making data-driven decisions along the way to ensure the strategic exit you deserve.

Ready to learn more?

Take a more proactive approach to maximizing everything you’ve worked for. Schedule a complimentary 30-minute Discovery Meeting to find out how FP&A is the secret sauce your business has been missing.