Bookkeepers do bookkeeping. Tax pros do tax. Who does Advisory?
Advisory is the future. Trouble is it utilizes a lot of senior and partner time. So the margin is low and the model won’t scale. Advisory requires financial and business operations savvy, but most firms can’t scale that expertise internally. Here’s the solution. The Path to Productized Profitability The highest-growth firms are solving this by…
Read MoreCase Study: Streamlining Financial Reporting for a Tech Startup
Client Background A venture-backed health tech startup was rapidly scaling, but its financial reporting structure lacked clarity. The company had no structured way to report expenses by function, making it difficult to assess whether key areas like Sales & Marketing (S&M), R&D, and General & Administrative (G&A) were appropriately resourced for growth. The Challenge How FinSysa Helped FinSysa provided strategic FP&A…
Read MoreCase Study: Helping a Health Tech Company Escape a High-Interest Debt Trap & Secure Sustainable Financing
Client Background A rapidly growing health tech start-up had secured a high-interest loan to fuel its expansion. While the capital infusion enabled initial growth, the loan structure was highly aggressive—the principal increased by 50% annually, leading to an unsustainable cash burn rate. The Challenge The company found itself in a financial bind: How FinSysa Helped FinSysa stepped in to provide strategic…
Read MoreCan Accountants Do Financial Planning & Analysis? Understanding the Differences Between Accounting and FP&A
In today’s fast-paced business environment, the role of finance professionals has expanded beyond traditional accounting. While accounting remains a vital function, Financial Planning and Analysis (FP&A) has emerged as an equally important discipline—one focused on strategic growth and informed decision-making. Think of it like watching an hourglass: part of the sand has already settled, while…
Read MoreThe Role of FP&A in Business Strategy for New Ventures
For new ventures, setting a strong foundation for financial planning and analysis (FP&A) is crucial for growth and long-term success. While many startups focus primarily on developing their products, acquiring customers, and raising capital, the importance of a well-structured FP&A function cannot be overlooked. FP&A plays a critical role in shaping and executing business strategy,…
Read MoreZen and the Art of FP&A: Discover How a Zen-Like Approach Provides the Most Valuable FP&A Services
In today’s fast-paced world of finance, bringing clarity to numbers and making strategic decisions requires more than technical skills—it requires a clear mind and a thoughtful approach. This is where Zen and Financial Planning and Analysis (FP&A) come together. By adopting a Zen-like mindset, FP&A can become more than a functional role—it becomes an art…
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Kevin Hummel