FP&A Services in Plano, TX
Budgets, forecasts and management reporting for Plano 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 Plano business landscape
Plano has become a major corporate-headquarters and technology hub in North Texas. Around the large employers is a dense layer of technology, business-services and consumer companies whose growth outpaces their finance teams.
Common finance pressures in Plano
- 01Recurring-revenue metrics and forecasting for subscription businesses
- 02Preparing for investor diligence and fundraising
- 03Scaling month-end close as headcount and transactions grow
Key Plano industries
- Technology and software
- Business services
- Consumer products
- Financial services
How our financial planning and analysis work helps Plano companies
Plano's technology and software and business services 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 recurring-revenue metrics and forecasting for subscription businesses 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 Plano 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 Plano: common questions
01Do you provide financial planning and analysis services in Plano, TX?
Yes. BP CFO Services is based in Arlington, Texas, and works with Plano companies remotely, using secure access to your accounting system and scheduled video meetings.
02What does FP&A support include for Plano 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 Plano's technology and software and business services companies.
03Which Plano industries do you work with?
We work with companies with $5M to $100M in annual revenue and with nonprofit organizations. In Plano that includes technology and software, business services, consumer products and financial services.
04How is financial planning and analysis work priced for a Plano 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 Plano business.