FP&A Services in Houston, TX
Budgets, forecasts and management reporting for Houston 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 Houston business landscape
Houston's economy is built around energy, one of the world's largest medical centers, a major port and a broad industrial base. Service and supply companies in the region live with commodity cycles that can change customer demand within a quarter.
Common finance pressures in Houston
- 01Commodity-price swings feeding through to customer demand
- 02Large receivables from slow-paying customers
- 03Equipment-heavy balance sheets and lender covenants
Key Houston industries
- Energy and oilfield services
- Healthcare
- Petrochemical and manufacturing
- Logistics and port services
How our financial planning and analysis work helps Houston companies
Houston's energy and oilfield services 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 commodity-price swings feeding through to customer demand 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 Houston 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 Houston: common questions
01Do you provide financial planning and analysis services in Houston, TX?
Yes. BP CFO Services is based in Arlington, Texas, and works with Houston companies remotely, using secure access to your accounting system and scheduled video meetings.
02What does FP&A support include for Houston 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 Houston's energy and oilfield services and healthcare companies.
03Which Houston industries do you work with?
We work with companies with $5M to $100M in annual revenue and with nonprofit organizations. In Houston that includes energy and oilfield services, healthcare, petrochemical and manufacturing and logistics and port services.
04How is financial planning and analysis work priced for a Houston 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.
More services in Houston
FP&A Services in nearby cities
Talk with a CFO about your Houston business.