FREQUENTLY ASKED QUESTIONS
Financial Planning & Analysis (FP&A) services help businesses understand where they are today and plan where they’re going next, using accurate financial data as the foundation.
At its core, FP&A starts with reliable, accurate financial statements: your profit & loss, balance sheet, and cash flow. These aren’t just reports; they’re the base layer for forecasts, budgets, and long-term projections. If the numbers aren’t accurate, the projections built on top of them won’t be either.
From there, FP&A turns historical data into forward-looking insight. This includes building cash flow forecasts, budgets, and financial models that translate your business strategy into numbers. (Think of it as telling your company’s future story through spreadsheets. This can be revenue growth, cost structure, margin improvement, and funding needs.)
FP&A is also collaborative by nature. You, as the business owner or operator, know the business, the market, and the direction you want to go.
EA’s FP&A experts help structure your vision, apply best practices, and convert it into clear, credible projections that investors, lenders, and stakeholders can understand, using industry-standard terminology and formats.
Accurate financial statements are the foundation of effective financial planning and analysis.
A company’s P&L, balance sheet, and cash flow, prepared on a consistent accrual basis, form the baseline for all forecasts and projections. Once these are stabilized, FP&A turns them into forward-looking models that reflect the leadership’s strategy and growth plans.
The projections themselves are essentially your business story, translated into numbers. While FP&A experts help structure and model those projections, only leadership truly knows the company’s direction. Thus making reliable financials essential for building credible forecasts that investors, lenders, and stakeholders can trust.
FP&A services help growing businesses move from reacting to numbers to planning with confidence.
As companies scale, financial complexity increases, cash flow becomes tighter, costs grow faster, and decisions carry more risk. FP&A brings structure and visibility by turning accurate financial statements into forward-looking insight.
Here’s how FP&A supports growth:
- Improves cash flow visibility
- Enables better decision-making
- Aligns strategy with numbers.
- Supports fundraising and stakeholder confidence
- Creates discipline as you scale
The main difference between in-house and outsourced FP&A comes down to how you access expertise, scale resources, and manage cost, while still maintaining control over strategic decision-making.
In-house FP&A
With an in-house FP&A team, you hire full-time financial analysts who work exclusively for your company. This model offers close day-to-day collaboration and deep institutional knowledge, but it also comes with higher fixed costs such as salaries, benefits, recruiting, training, and ongoing management.
As businesses grow and financial complexity increases, scaling an in-house team can be slow and expensive.
In-house FP&A works well when a company has the budget, maturity, and volume of work to justify a full internal team, often with senior, strategic roles remaining onshore.
Outsourced FP&A
Outsourced FP&A gives you access to a dedicated team of experienced financial professionals without the overhead of hiring and training.
Firms like Expertise Accelerated (EA) mobilize a global talent pool to deliver budgeting, forecasting, financial modeling, and management reporting, supervised by US-based CPAs to ensure quality, and accountability.
From a cost and efficiency standpoint, outsourcing is compelling. In many cases, offshore FP&A teams can deliver the same analytical output at a fraction of the cost, often around 40%, while maintaining strong governance through senior US-based oversight. This model has been proven at scale, including in complex, large enterprises.
For many organizations, the smartest approach is a hybrid model. Keep senior, strategic roles in-house while outsourcing execution-heavy FP&A work to trusted partners.
Absolutely. Our CPAs personally oversee the onboarding, review, and stabilization of all new clients.
Once your accounting is running smoothly, a dedicated engagement manager continues managing the day-to-day communication while our CPAs remain available for escalation, strategic questions, and periodic reviews.
Our clients’ accounts are managed by senior accountants typically with Big Four experience (e.g., Deloitte, EY) and reviewed by U.S.-based leadership.
Our model gives you the benefit of:
- Specialized U.S industry skill sets
- Big Four–caliber talent
- A heavily supervised team
- 60%+ cost savings
Quality control is strict, and oversight happens at multiple levels.
Yes, we work work extensively with QuickBooks Online and QuickBooks Desktop.
We also integrate data from EDI systems, distributor portals, POS reports, and manual order processing workflows.
We organize and categorize everything to ensure complete, audit-ready records.
Our onboarding process is built to be clear, and efficient so you gain reliable financial visibility.
After you book a free consultation, we follow a structured, proven approach (if your current financial records aren’t up to date):
Discovery & Document Review
We start by understanding your business and reviewing your existing accounting systems, financial statements, and supporting documents. This gives us a clear picture of where things stand today.
Catch-Up & Clean-Up
If there are gaps or inconsistencies, we organize, categorize, and correct prior-period transactions to ensure your books are accurate and complete.
Stabilization & Standardization
We implement best-practice bookkeeping and accounting workflows, standardize account structures, and ensure your P&L, balance sheet, and cash flow are set up correctly, creating a strong, reliable foundation.
Monthly Close Cadence
Once stabilized, we move you into a consistent monthly close process, delivering accurate, timely financials you can rely on for decisions, reporting, and planning.
With this foundation in place, our experts can confidently support budgeting, forecasting, and FP&A. You bring the vision and the story of where the business is headed, we help translate that story into clear, credible financials and projections.
Most clients reduce their costs by 60% or more while gaining access to deeper U.S. industry expertise.
With EA, you get both affordable accounting and a stronger skill set.
Yes. Once your accounting is organized and up to date, we provide a full set of monthly financials, including:
Profit & Loss (P&L)
Balance Sheet
Cash Flow Statement
Additional management reports as needed
All financials are prepared on a proper accrual basis, giving you accurate and reliable insights to make informed decisions.