FP&A services that turn forecasts into decisions
Beankeeper's FP&A services connect budgets, forecasts, and management reporting to the decisions leadership needs to make next, starting at $2,000 a month.
Built for founders and COOs approaching fundraising, board reporting, or a growth inflection, the service gives you a forward-looking financial view and regular guidance on what the numbers mean for the decisions ahead.
What your FP&A engagement covers
Beankeeper's FP&A service combines five defined responsibilities that help leadership plan ahead, prepare for financial conversations, and decide with more context.
- Budgeting and forecasting. We build budgets and forecasts around expected revenue, costs, and operating plans. The budget sets spending guardrails, and updated forecasts show where current performance is heading.
- Managerial report building. We organize management reporting around the questions leadership needs to answer, so you get a useful read on performance, priorities, and changes worth a response.
- Board deck assistance. We build the financial portions of board decks so you present performance, expectations, and cash in an organized format, turning a last-minute scramble into a structured review.
- Cash forecasting. A cash flow forecast answers a pressing question: how long can available cash support the current plan? We map expected cash movement so you can weigh hiring, spending, and collections before they create pressure.
- Meetings every two weeks with Kevin. Kevin Hwang meets with you biweekly to review forecasts, walk through management reports, and connect the numbers to the operating decisions in front of you.
A forecast that changes your decision calculus
Take a company about to add a senior hire. Revenue looks strong enough to support the salary, but the cash forecast shows several large customer payments landing after the salary, recruiting costs, and other obligations begin.
The question shifts from "can we afford this?" to a choice: delay the start date, adjust another expense, accelerate collections, or accept a tighter runway. You make the call knowing the tradeoff, not guessing at it.
When founders bring in FP&A
A raise is on the horizon. FP&A builds the budgets, forecasts, and reporting that ground higher-stakes funding conversations.
The board asked why the numbers moved and nobody had a full answer. Management reporting and board deck assistance give leadership an organized way to explain performance.
The runway question needs a real answer. Cash flow forecasting connects expected inflows and outflows so hiring and spending decisions get weighed against available cash.
Business has outgrown a static spreadsheet. FP&A brings a consistent planning and reporting rhythm as financial decisions get more interconnected.
Is FP&A right for your stage?
Beankeeper's FP&A services are built for founders and COOs leading companies from roughly $501,000 to $25 million in revenue. In the $501,000 to $3 million range, FP&A tends to fit when leadership wants a consistent rhythm for budgeting, hiring, spending, and cash decisions. From $3 million to $25 million, it fits when forecasting, management reporting, or board requirements get more complex.
Revenue signals fit, but the stronger signal is whether leadership needs more structure around upcoming financial decisions.
FP&A is its own service, not a rung above Controller. When the underlying records or recurring processes also need attention, it works alongside Bookkeeping or Controller services. And when you want someone to interpret the planning work and advise on higher-stakes calls, it pairs with a Fractional CFO.
FP&A questions, answered
How much do FP&A services cost?
Beankeeper's FP&A service starts at $2,000 a month. Final pricing depends on the scope of planning, forecasting, reporting, and meeting support required. Compare starting prices across services on the Pricing page.
What’s the difference between FP&A and a fractional CFO?
FP&A builds budgets, forecasts, and management reports. A fractional CFO interprets that information and advises leadership on strategy. Many companies use both, and Beankeeper's Fractional CFO service is the better fit when you need guidance on broader financial decisions.
Do my books need to be clean before starting FP&A?
Forecasts are only as reliable as the records behind them. That's why FP&A often works alongside Bookkeeping or Controller services when the underlying books or reporting need support. Beankeeper can help you decide which layer should come first.
Clean books start with one call
Beankeeper's FP&A services turn budgets, management reports, and cash forecasts into decisions you can act on, starting at $2,000 a month.
Book a call to talk through the decisions your business is facing and what financial support should come first.
