FP&A Services in Boston, MA
Budgets, forecasts and management reporting for Boston companies that want to plan with confidence and understand what drives their results. BP CFO Services provides FP&A support remotely from Arlington, Texas.
The Boston business landscape
Boston is a leading center for life sciences, healthcare, higher education, technology and investment management. Its companies are often research-heavy, grant- or venture-funded, and accountable to sophisticated boards.
Common finance pressures in Boston
- 01Managing long R&D cycles and runway
- 02Grant and restricted-fund accounting
- 03Board-level reporting
Key Boston industries
- Life sciences and biotech
- Healthcare
- Technology
- Education and nonprofits
How our financial planning and analysis work helps Boston companies
Boston's life sciences and biotech and healthcare companies each have their own drivers. Good FP&A ties the plan to those drivers so leaders can see early when results drift, especially where managing long R&D cycles and runway is a factor.
BP CFO Services is a service-disabled veteran-owned firm led by Bradley M. Petty, MBA, FMVA®, CMSA®, with 18 years in accounting, financial analysis, controllership and CFO leadership. We work with Boston companies remotely through secure access to your systems and scheduled video meetings.
What the work includes
- Annual budgets and rolling forecasts
- Driver-based financial models
- Monthly variance analysis against plan
- KPI dashboards for leadership
- Scenario and investment analysis
Financial Planning & Analysis in Boston: common questions
01Do you provide financial planning and analysis services in Boston, MA?
Yes. BP CFO Services is based in Arlington, Texas, and works with Boston companies remotely, using secure access to your accounting system and scheduled video meetings.
02What does FP&A support include for Boston businesses?
Typically a budget and rolling forecast, a monthly reporting pack with variance explanations, and models for decisions such as hiring, pricing or expansion. The focus is on the drivers that matter for Boston's life sciences and biotech and healthcare companies.
03Which Boston industries do you work with?
We work with companies with $5M to $100M in annual revenue and with nonprofit organizations. In Boston that includes life sciences and biotech, healthcare, technology and education and nonprofits.
04How is financial planning and analysis work priced for a Boston company?
Pricing is custom. It is set after an introductory consultation based on the scope, the complexity of your finances and how much ongoing support you need.
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Talk with a CFO about your Boston business.