Stretch scenario
$4.2M (+18%)
FP&A Services
Financial planning that powers your next move.
Controller-led FP&A that gives you rolling cash flow forecasts, scenario-driven models, and investor-ready materials so you make decisions with clarity, not guesswork.
Q3 Revenue Forecast
Finance leaders at 200+ companies have hired through CoCountant
Financials explain your past. FP&A clarifies your future.
Financials explain your past. FP&A clarifies your future.
Most growing companies have clean books but no forward visibility. Board decks use stale data, fundraising models get rushed before investor calls, and major decisions on hiring, spend, and expansion end up driven by gut. The gap isn’t your accounting; it’s the layer above it: the forecasts, variance analysis, and cash flow projections that show what happens next.
That’s what FP&A delivers: an FP&A professional updating your models monthly and explaining every variance, not a dashboard or a template.
Choose the depth your business needs
Three tiers of controller-led FP&A, each designed around a specific stage of growth and decision-making complexity.
- FP&A PulseYour financial foundation$300
- 13-week rolling cash flow forecast
- Annual and monthly budgeting
- Financial forecast with variance tracking
- Controller-reviewed every cycle
- FP&A InsightGrowth-ready intelligence$600
- Everything in Pulse
- Driver-based forecast with Base, Stretch, and Downturn scenarios
- Cohort analysis and LTV/CAC modeling
- Dedicated controller with monthly strategy review
- FP&A CompleteInvestor and board ready$1,500
- Everything in Insight
- Three-statement financial model (P&L, Balance Sheet, Cash Flow)
- Fundraising materials and data room support
- Board reporting packages and investor Q&A prep
All packages include a flat monthly fee. No hourly billing. No surprise invoices. Your data stays in your tools.
This isn't a spreadsheet template. This is a finance function.
| DIY / Spreadsheets | CoCountant FP&A | |
|---|---|---|
| Who builds it | You or a junior analyst |
Dedicated controller pod
|
| Scenario modeling | Single forecast line |
Base, Stretch, and Downturn
|
| Cash flow visibility | Bank balance today |
13-week rolling forecast
|
| Variance analysis | Manual, if it happens |
Monthly with controller narrative
|
| Board/investor materials | Built the week before |
Always current, controller-signed
|
| Maintenance | Breaks when assumptions change |
Updated monthly by your pod
|
Financial Clarity, Delivered Monthly
Every FP&A deliverable is built by your dedicated controller pod and reviewed before it reaches you.
Onboarding and baseline
Your controller reviews your current financials, builds driver assumptions, and establishes your 13-week rolling cash flow and forecast baseline.
Monthly modeling
Each month your pod updates forecasts, runs scenarios, and flags variances early. You get the narrative, not just the numbers.
Strategic delivery
Board packages, investor models, fundraising materials, and ad‑hoc analysis delivered on your timeline with controller sign‑off.
Typical onboarding to first deliverable: 2 to 4 weeks
For founders and operators raising capital
Raising a round? Your numbers need to tell the story.
Investors don’t just want clean books; they want a narrative that shows where unit economics are heading, how runway shifts across scenarios, and whether the model holds up. CoCountant’s FP&A delivers investor‑grade materials built by experts who know GAAP, ASC 606, and what VCs expect in a data room.
- Driver-based forecasts with base, stretch, and downturn scenarios
- Cohort analysis and LTV/CAC modeling for SaaS and recurring revenue
- Three-statement model ready for due diligence
- Fundraising materials and data room organization
- Controller available to speak directly with investor finance teams
30 days
Typical time to audit-ready financials
3 scenarios
Base, Stretch, and Downturn in every forecast
$200K
Overdue AR recovered for one client
10-15 days
Controller-signed monthly close
$150K+
Typical in-house controller cost you avoid
2-4 hr SLA
Priority response time on Command plan
Unlimited
Payroll runs, AP, AR, entities consolidated
12 hrs/mo
Executive time saved on average
For multi-entity and PE-backed operations
Complex operations deserve sharper financial clarity.
When you’re handling multi‑entity consolidations, intercompany eliminations, or PE‑level reporting, a basic forecast isn’t enough. You need FP&A that matches your complexity without adding headcount. CoCountant delivers rolling forecasts, variance analysis, and board‑ready packages built by a controller pod experienced in complex accounting.
- Rolling cash flow and budgeting across multiple entities
- Driver-based scenario modeling for PE reporting cadences
- Three-statement model with consolidated and entity-level views
- Monthly variance analysis with controller narrative
- Fractional FP&A depth at a fraction of the in-house cost
Already on Command?
FP&A Pulse is included in your Command plan
If you’re a Command client, you already have 13-week cash flow forecasting, budgeting, and financial forecasts. Ready for scenario planning, cohort analysis, or fundraising support? Upgrade to Insight or Complete.
What our clients say
These founders and operators switched to controller-led accounting and now make faster, clearer decisions.
Close time cut 20 days → 10 days
Their controller and accountants are consistently and readily available for chats and meetings whenever we need them. We definitely want to continue using them because of their expertise, availability, and the seamless support they bring to our team.
Colleen Rupp
COO Hollywood.com
Recovered 200 K in overdue AR
Their controller took it upon himself to work on our outdated AR and brought in a couple hundred thousand AR dollars for us that seemed unrecoverable. Our reporting to board members and shareholders has also improved significantly.
Waynewright Malcom
CFO, Backpack Group
12 hours exec time saved per month
Extremely friendly to tight budgets. Their monthly calls to go over the books help immensely and save me money. With reconciled accounts and their timely updates, I have a clear picture of my revenue, expenses, and cash flow.
Mark Arthur
Founder & CEO Coast2Coast HR, LLC
Audit-ready and tax-smart
They helped us with compliance and tax planning, streamlining our financial management system and accounting processes. They're dedicated to our success and really understand our needs.
Peter Hansen
Founder Gemini Brass & Woodwinds
Custom chart of accounts → Category level insight
They came in and helped me with exactly what I needed: setting up QuickBooks, detailed bookkeeping, building custom categories specific to my business so I know where I'm spending to improve cash flow, and monthly calls to review transactions.
Jillian Wells
Founder Palo Verde Botanicals
Systems streamlined, operations simplified
CoCountant team is very thorough with their review of my transactions, and their bookkeeping service help keep my books updated to provide a clear financial picture.
Ravi Bajracharya
Co-founder & CTO, Datum
Huge ROI, efficiency up, costs down
The value-to-cost ratio is amazing. I save so much time using CoCountant’s bookkeeping services, and I get more strategic intelligence on our financial situation than I could create on my own. Wonderful service for busy entrepreneurs.
Edwin Goutier
CEO, LaunchPath Innovation
14 months cleaned, current, and reconciled
Hiring CoCountant in 2024 was the best decision I’ve made in a long time. Each month they do a great job of managing our books and reporting.
Oscar J. Muro
Founder, Rhino Web Group
Frequently asked questions
Do I need to be a CoCountant accounting client to use FP&A services?
No. FP&A Pulse, Insight, and Complete are available as standalone add-ons for any business. That said, clients on our Command accounting plan get FP&A Pulse included at no additional cost, and our FP&A services work most effectively when paired with our controller-led bookkeeping because your data is already clean and current.
What makes this different from building forecasts in a spreadsheet?
Two things. First, every model is built and maintained by a controller, not a template. Your assumptions, drivers, and scenarios are specific to your business. Second, your controller updates these models monthly and provides narrative context on variances, so you get the “why” alongside the numbers.
How quickly can I be set up?
Typical onboarding takes 2 to 4 weeks depending on the complexity of your financials and the package you choose. For fundraising timelines, we offer an expedited onboarding track that can deliver audit-ready financials within 30 days.
Can your team speak directly with our investors or board?
Yes. On FP&A Insight and Complete, your dedicated controller is available to join investor calls, walk through models with your board, and answer technical finance questions during due diligence.
What tools do you use?
We work inside QuickBooks and the tools you already use. Your data stays in your systems. We build financial models in formats you can access, share, and present without needing proprietary software.
Can I get help with tax planning, not just filing?
Yes. Tax consulting with CPA guidance is available at $150/hr. This covers guidance on tax planning strategy, entity structure options, and filing considerations. You retain all decision-making authority. Note that CoCountant does not provide legal, regulatory, or ongoing tax advisory services. For complex planning scenarios, we may recommend working with a tax attorney alongside our team.
How does FP&A Pulse work for Command clients?
If you’re on our Command accounting plan, Pulse is already part of your service. Your controller pod delivers 13-week cash flow forecasts, budgeting, and financial forecasting as part of your monthly engagement. If you need scenario planning, cohort analysis, or fundraising support, you can upgrade to Insight or Complete.
What's the difference between FP&A services and your managed accounting plans?
Our managed accounting plans (Launch, Scale, Command) handle your bookkeeping, close, and compliance. FP&A is the strategic layer on top: forecasting, scenario planning, and financial modeling. They work best together, but you can add FP&A independently. Compare accounting plans →
Your next decision deserves better data.
Whether you're preparing for a fundraise, managing multi-entity complexity, or building forward-looking financial clarity, our FP&A experts are ready to talk.
