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BP CFO Services
FLMiami, Florida

FP&A Services in Miami, FL

Budgets, forecasts and management reporting for Miami 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 Miami business landscape

Miami is a gateway for international trade with Latin America, with significant real estate, hospitality, finance, logistics and a growing technology and investment community.

Common finance pressures in Miami

  • 01Currency and cross-border payment timing
  • 02Real estate financing and holding-company structures
  • 03Rising insurance and operating costs

Key Miami industries

  • International trade
  • Real estate
  • Hospitality
  • Financial services

How our financial planning and analysis work helps Miami companies

Miami's international trade and real estate 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 currency and cross-border payment timing 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 Miami 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 Miami: common questions

01Do you provide financial planning and analysis services in Miami, FL?

Yes. BP CFO Services is based in Arlington, Texas, and works with Miami companies remotely, using secure access to your accounting system and scheduled video meetings.

02What does FP&A support include for Miami 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 Miami's international trade and real estate companies.

03Which Miami industries do you work with?

We work with companies with $5M to $100M in annual revenue and with nonprofit organizations. In Miami that includes international trade, real estate, hospitality and financial services.

04How is financial planning and analysis work priced for a Miami 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.

Talk with a CFO about your Miami business.

Complimentary Introductory Consultation

Let’s Talk About Your Business.