Insight in Motion. Strategic Forecasting. Under Your Brand.
Outsourced Financial Planning & Analysis for CPA Firms
White-label FP&A services for CPA firms across the USA. From budgeting and forecasting to cost analysis and cash management, our offshore FP&A team integrates into your advisory workflow, helping you guide clients with confidence.
% faster
budget-to-forecast cycles
X More
accurate revenue projections
-70%
savings vs. building an in-house FP&A team
/5
access to senior financial analysts
Smart Planning. Data-Driven Decisions. Scaled Support.
Globus Finanza’s Outsourced FP&A Services: Designed for CPA Firms, Built for Growth
We transform predictions into insights. Our outsourced financial planning and analysis for CPAs is more than just spreadsheets; it provides scenario-based budgets, cash flow models, and performance dashboards that enable your firm to implement strategies. Being known for strategic clarity and process rigor, we allow CPA firms to deliver enhanced value while still controlling client relationships.
Every model is created jointly and carries your firm's brand. We combine automation with an expert review to improve accuracy and timeliness. Monthly reports, real-time KPIs, and strategic commentary assist your clients to be leaders of the pack in an ever-changing market.
- Multi-year forecasts and rolling budgets
- Cash flow planning for growth and liquidity
- KPI, variance, and cost-volume-margin dashboards
- Scenario analysis for decisions, acquisitions, or downturns
- Integration with QuickBooks, NetSuite, Xero & ERP data
- Actionable monthly or quarterly advisory packs
Whether you are expanding your advisory services or assisting seasonal clients, our FP&A solutions bring throughout effect without increasing the number of employees or tech overhead.
Plan Ahead. Execute Strategically.
Provide your clients with next-level analysis without building an internal FP&A team.
End-to-End Virtual CFO & FP&A Support for CPA Firms
Our virtual CFO and FP&A services bring your firm up to the level of an institutional partner. We conduct intensive financial modeling; performance reviews; strategic cost analysis; and growth planning, giving your associates a chance to focus on interpretation and relationship-building.
The firm and our team start with an in-depth session on financial strategy to identify growth drivers. Then, based upon the assessments, we construct dynamic models that are capable of forecasting outcomes and simulating alternate scenarios-from product expansion to economic stress, that dashboards, executive commentary, and monthly reviews are being prepared to propel your team into leadership instead of being led.
Forecasting and Budgeting Support
Rolling budgets, driver-based forecasting, and scenario planning are built to reflect business shifts.
Cash Flow and Liquidity Planning
Track inflows and outflows and optimize reserves across timelines.
Variance Analysis and Executive Reporting
Deliver clean visuals, clear insights, and actionable summaries to your clients.
Profitability and Cost Trend Analysis
Help clients uncover margin improvement opportunities.
KPI Dashboards and Financial Health Checks
Automated, real-time dashboards tailored to client goals.
Board Pack and Investor-Grade Reporting
Presentation-ready materials for external stakeholders.
Budget-to-Actual Reconciliation
Ensure accuracy in execution and identify strategy-performance gaps.
Strategy, Not Just Spreadsheets
Empower your firm and clients with proactive financial insight perfect for firms ready to elevate advisory services.
Hire an FP&A Analyst with Globus Finanza
Model Smarter. Forecast Sharper. Advise Better.
Scale your advisory capabilities with offshore FP&A professionals trained to deliver investor-grade insights and financial clarity. Our analysts integrate seamlessly into your team, offering budgeting, forecasting, and reporting expertise that helps your clients stay ahead. From board-ready presentations to weekly budget updates; we bring strategic finance within reach, without the overhead.
- U.S.-calibrated FP&A specialists familiar with CPA workflows
- Full-time, part-time, and on-demand availability
- SOP-driven processes customized to your internal controls
- Proficient in Excel, Power BI, and major accounting platforms
- Scenario modeling, variance tracking, and ROI reporting
Why Choose Globus Finanza for Outsourced FP&A Services?
Your clients want foresight, not hindsight and that’s what we deliver. Our FP&A team has become your strategic ally, providing timely, branded deliverables that enhance your role as a trusted advisor. We use data-driven models, structured review cycles, and transparent communication to support robust financial planning and performance monitoring.
Every engagement is tailored: start with a single project, scale to ongoing support, or layer into advisory services without new hires or tech investment.
- Expert analysts trained in CPA firm methodology
- Models and reports built for your firm's branding
- Financial dashboards that reveal trends and opportunities
- Cash planning aligned to commitments and payouts
- Cost and margin insight to guide impactful decisions
- Support for M&A, financing, and strategic pivoting
- Flexible scopes, from single forecast to ongoing CFO-level support
Let’s Turn Numbers into Strategy
Our FP&A experts give your firm the insight edge without adding full-time staff. Get started with a no-obligation trial to experience how we bring clarity to every forecast.
How We Deliver the Best FP&A Services for Your Firm
At Globus Finanza, we combine strategic thinking with operational precision. Our outsourced financial planning and analysis services are engineered for clarity, consistency, and confidence, delivered in your format, and on your timeline. We don’t just crunch numbers; we give your team the tools to make smarter decisions, faster.
From initial onboarding to executive-ready reporting, we build an end-to-end FP&A function that’s audit-proof, scalable, and aligned with your advisory goals. Every client engagement is supported by documented workflows, live dashboards, and proactive financial reviews.
- Dedicated FP&A onboarding with documented deliverables
- Integration with your firm’s preferred financial modeling tools
- Structured monthly reviews and variance analyses
- Scenario modeling and performance forecasting
- Scalable virtual CFO and analyst support for peak planning seasons
- Ongoing enhancements based on your feedback and business cycles
- Client-ready presentation decks and strategy briefs under your brand
Got a Question?
Frequently Asked Questions
It caters to model building, budgeting, forecasts, costing, cash-flow analysis, KPI dashboards, variance reports, and advisory comments; all plugged in under your firm's brand.
Indeed, our type of forecasting promotes scenario planning to test for fluctuations such as product launches, seasonal cycles, or economic changes. We can quickly pivot models as situations evolve.
By combining trend-based history with driver analysis and scenario modeling, the forecasts we provide typically end up being 30% more reliable than conventional methods and, moreover, are delivered in an expedited manner.
We import through automation data feeds from QuickBooks, NetSuite, Xero, Sage, and other ERP systems to lessen input and improve consistency.
Indeed, work volumes scale with your client's needs, whether small or midsize. You get to choose how often, the detail level, and the engagement timeframe.
Yes, so you may hire us for particular undertakings such as the launch of budgets, M&A, and investment preparation, without a loan.
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