Trusted by 30+ CPA Firms

Your Clients Deserve Better FP&A – Without the Senior Hire

Budget vs. actual analysis, variance reporting, financial modeling, and KPI dashboards built by trained offshore analysts inside your templates – review-ready every time.

55–65%
Cost Savings
1,200+
Models Built
CFA/CPA
Trained Teams

Your firm wants to offer advisory – but your team is buried in compliance

Clients are asking for dashboards, forecasts, and budget analysis. But your senior staff can't deliver FP&A when they're trapped in tax prep and bookkeeping production all year.

No Advisory Bandwidth

Staff is consumed by compliance work. There's no capacity left to build dashboards, models, or client-facing analytics.

Client Demand Unmet

Clients want budget vs. actual reports and KPI tracking, but your firm doesn't have the systems or staff to deliver them.

Senior Analysts Too Expensive

A U.S.-based FP&A analyst costs $95K+ per year. Most firms can't justify the hire for a developing advisory practice.

Inconsistent Reporting

Every client gets a different format. No standardized templates, no repeatable process, no scalable delivery.

The Real Cost of Not Offering FP&A

$95K+Avg cost for a U.S. senior financial analyst
78%Of firms want to grow advisory but lack capacity
12–15 hrsAvg time to build a client financial model from scratch
3xRevenue multiplier on advisory vs compliance work
Calculate Your Savings →

Full-Cycle FP&A Execution

From budget analysis to board-ready dashboards – handled by U.S.-trained offshore analysts inside your templates and BI tools.

Budget vs. Actual Analysis

Line-by-line comparison of budgeted to actual performance with variance flags and executive summaries.

Monthly & quarterly comparisons
Variance threshold alerts
Executive summary narratives

Variance Reporting

Detailed variance analysis across revenue, COGS, and operating expenses with root-cause commentary.

Revenue & expense breakdowns
Root-cause commentary
Trend identification

Financial Modeling

3-statement models, DCF analysis, and custom scenario models built to your specifications and templates.

3-statement integration
DCF & valuation models
Custom assumption drivers

KPI Dashboard Development

Interactive dashboards tracking revenue, margins, growth rates, and custom KPIs – updated monthly or weekly.

Power BI & Tableau builds
Client-specific KPI tracking
Automated data refresh

Scenario & Sensitivity Analysis

Best-case, worst-case, and base-case modeling with sensitivity tables to stress-test assumptions.

Multi-scenario modeling
Sensitivity tables & tornado charts
Assumption stress testing

Management Reporting Packages

Executive-ready reporting with financial summaries, KPI highlights, and narrative commentary for leadership.

Executive summary format
KPI scorecards
Narrative commentary

Your FP&A Team in 3 Weeks

A proven onboarding process that gets your advisory deliverables flowing – without the typical offshore headaches.

1

Discovery Call

We learn your client base, reporting templates, BI tools, and advisory goals.

2

Analyst Matching

We assign CFA/CPA-trained analysts with experience in your industry verticals.

3

Template Training

Your team trains on your models, dashboards, naming conventions, and review standards.

4

Pilot Engagement

Start with 3–5 clients. We build the models, you review. Scale when ready.

Most firms complete onboarding in 2–3 weeks and begin delivering FP&A to clients within 30 days.

In-House vs. Accountably

A U.S.-based senior financial analyst costs $95K–$120K in salary alone. Add benefits, software licenses, training, and management overhead – you're looking at $130K+ fully loaded before they produce a single dashboard.

ComparisonU.S. In-House StaffAccountably
Senior FP&A Analyst (Annual)$95,000 – $120,000$36,000 – $48,000
Staff Analyst (Annual)$70,000 – $85,000$24,000 – $32,000
Time to First Deliverable4–8 weeks2–3 weeks
BI Tool ProficiencyVaries by hire✓ Power BI, Tableau trained
Multi-Layer QC Built In✗ Not included✓ 4-tier review
Backup Coverage✗ No coverage✓ Always covered
Model Turnaround SLANo guarantee✓ 5–7 business days
ScalabilityHire more staff✓ Flex up/down instantly

We Work Inside Your Software

Our analysts train on your BI tools and templates during onboarding – no migration needed.

X
Microsoft

Microsoft Excel

Advanced Team
P
Power BI

Power BI

Certified Team
T
Tableau

Tableau

Certified Team
F
Fathom

Fathom

Trained Team
J
Jirav

Jirav

Trained Team
S
Spotlight

Spotlight Reporting

Trained Team
+

+ Any Other

We'll Train
Your software not listed? Request integration support here
Case Study
35Clients with dashboards
$95KAnnual savings
2Offshore analysts
$48KNew advisory revenue
Get Similar Results →

How Greenfield Advisory Group Launched an FP&A Practice From Zero

A mid-size CPA firm wanted to offer advisory services but had no bandwidth. Partners were trapped in compliance. Accountably deployed two offshore FP&A analysts who built standardized dashboard templates, financial models, and budget vs. actual reports. Within 6 months, the firm went from zero dashboard clients to 35 – generating $48K in new advisory revenue.

"We went from talking about advisory to actually delivering it. Accountably made it possible without a single U.S. hire."

– David Chen, Managing Partner, Greenfield Advisory Group

Common Questions

Everything you need to know about our offshore FP&A services.

Our FP&A analysts hold CFA, CPA, or MBA credentials and have 3–7 years of financial analysis experience. They're trained in 3-statement modeling, variance analysis, and BI tools like Power BI and Tableau before being assigned to your engagement.
Absolutely. During onboarding, we map your existing Excel models, dashboard templates, and reporting formats. Your offshore analysts work inside your templates from day one – no reformatting or migration required.
Every model goes through our 4-tier QC process: preparer builds, senior analyst reviews formulas and logic, quality team validates outputs against source data, and final review checks presentation and accuracy before delivery to your desk.
Standard financial models are delivered within 5–7 business days. Complex multi-scenario models may take 7–10 days. Dashboard updates and budget vs. actual reports are typically delivered within 2–3 business days of receiving the data.
Yes. Our analysts are certified in Power BI and Tableau, and trained in Fathom, Jirav, and Spotlight Reporting. They can build dashboards from scratch or maintain existing ones – whichever your firm needs.
During onboarding, we document each client's unique KPIs, data sources, and reporting preferences. Your analysts build client-specific tracking into every dashboard and report – no generic templates. KPIs are reviewed and updated as client needs evolve.

Ready to Launch FP&A Without the Senior Hire?

Get started today and see how your firm can deliver advisory services at scale with trained offshore FP&A analysts.

30-Day Pilot Guarantee
3-Week Deployment
SOC 2 Aligned Security