Financial Planning & Analysis (FP&A) Services
Outsourced FP&A delivered by trained, U.S.-led offshore analysts. Budgeting and forecasting, variance analysis, financial modeling, and KPI dashboards built inside your templates and BI tools – review-ready every time.
What Is Financial Planning & Analysis?
A quick definition before the deliverables – so the rest of this page makes sense whether you are new to FP&A or scoping a provider.
Financial planning and analysis (FP&A) is the process of budgeting, forecasting, and analyzing financial data to guide business decisions. It takes the numbers your accounting team records and turns them into forward-looking plans, scenario models, and KPI reporting that leadership uses to allocate capital, manage cash, and plan for growth.
Where accounting and bookkeeping answer the question what happened, FP&A answers what happens next and what should we do about it. Accounting records and summarizes the past. FP&A looks forward – building budgets, comparing actuals to plan, stress-testing assumptions, and translating spreadsheets into decisions. The two functions feed each other: clean books make good FP&A possible, and good FP&A makes the books worth reading.
Most FP&A work sits across four core activities, and a complete engagement touches all four:
1. Planning
Set financial targets and the operational assumptions – headcount, pricing, growth – that drive them.
2. Budgeting
Translate the plan into a detailed, period-by-period budget the business can be held to.
3. Forecasting
Re-project results as conditions change, so the plan stays connected to reality.
4. Analysis
Explain variances, model scenarios, and surface the KPIs that actually move decisions.
Demand for FP&A keeps growing – delivery capacity does not
Leaders want dashboards, forecasts, and budget-vs-actual analysis on a schedule they can plan around. But the people who can build that work well are expensive, hard to hire, and usually already buried in month-end close and compliance. So FP&A becomes the thing everyone agrees is important and no one has time to do consistently.
Outsourced FP&A fixes the capacity problem without the cost and lead time of a senior in-house hire – if it is run as a delivery system rather than a stack of resumes. That distinction is the whole point of how we work.
No Spare Bandwidth
Teams are consumed by close and compliance. There is no capacity left to build dashboards, models, or recurring analysis.
Demand Goes Unmet
Stakeholders want budget-vs-actual reporting and KPI tracking, but the systems and staff to deliver them on schedule are not there.
Senior Analysts Cost a Premium
A U.S.-based senior FP&A analyst runs $95K+ in salary alone. The hire is hard to justify for work that comes in waves.
Inconsistent Output
Every report comes out in a different format. No standardized templates, no repeatable process, no scalable delivery.
Full-Cycle FP&A Deliverables
From budgets to board-ready dashboards – handled by U.S.-trained offshore analysts working inside your templates and BI tools.
Budgeting & Forecasting
Top-down or bottom-up budgets and rolling forecasts built on driver-based assumptions, refreshed monthly so the plan never drifts from reality.
Variance & Budget-vs-Actual Analysis
Monthly budget-vs-actual reporting with root-cause commentary, price-volume-mix bridges, and the narrative that explains why each number moved.
Financial Modeling
Three-statement, scenario, and sensitivity models with clean assumption layers – so leadership can test a what-if without breaking the file.
KPI Dashboards & BI Reporting
Interactive dashboards in Power BI, Tableau, or your planning tool, with automated data refresh and the operational KPIs that drive your business.
Management Reporting Packages
Board-ready monthly packages with an executive summary, commentary, and the visuals leadership reads – delivered on a schedule, not when someone gets to it.
Cash Flow & Liquidity Analysis
Direct-method 13-week cash flow forecasts and working-capital analysis tied to your AP, AR, and payroll – so you see liquidity before it becomes a problem.
Need one of these as a standalone engagement, or all six as a managed FP&A function? Both work. Start with the deliverable that hurts most and scale from there.
Why Teams Choose Offshore FP&A
Outsourcing FP&A only pays off when it runs as a delivery system. Here is what that buys you – and who gets the most out of it.
The case for outsourced FP&A is not really about cost. The bigger win is predictability. Instead of analysis that happens when someone finds a free afternoon, you get budgets, forecasts, variance reports, and dashboards on a fixed calendar, prepared to the same standard every cycle. That consistency is what lets leadership trust the numbers enough to act on them.
It also removes key-person risk. When a single analyst owns the model and leaves, the institutional knowledge usually leaves with them. A managed team documents the assumptions, the build, and the review steps, so coverage continues no matter who is out. And because capacity is a dial rather than a hire, you can flex up for budget season or a fundraise and back down afterward without layoffs or idle salary.
For Growing Businesses
Companies past the bookkeeping stage that need forecasts, budget-vs-actual reporting, and a board dashboard – but cannot yet justify a full-time finance hire.
For In-House Finance Teams
Controllers and finance leaders who need overflow capacity during budget season, model builds, or a fundraise without permanently expanding headcount.
For Accounting & Advisory Firms
Firms adding advisory and CAS lines that want standardized FP&A deliverables for clients – white-labeled, on schedule, and review-ready.
Your Offshore FP&A Team in 3 Weeks
A structured onboarding that gets your reporting flowing – without the usual offshore handoff headaches.
Discovery Call
We learn your reporting templates, BI tools, KPIs, and where FP&A is currently breaking down.
Analyst Matching
We assign CFA/CPA-trained analysts with experience in your industry and the tools you run.
Template Training
Your analysts train on your models, dashboards, naming conventions, and review standards.
Pilot Engagement
Start with one or two deliverables. We build, you review, and we scale when the quality is proven.
Most teams complete onboarding in 2–3 weeks and begin receiving FP&A deliverables within 30 days.
Four-Stage Review On Every Model
An offshore resume tells you nothing about whether a budget bridge ties out. So we sell you the review, not the resume. Nothing reaches your desk until it has passed through four sets of eyes.
1. Preparer
A trained analyst builds the model, forecast, or dashboard inside your template and assumption set.
2. Senior Review
A senior analyst checks the formulas, links, and logic, so the math behind every number holds up.
3. Quality Review
A quality reviewer validates the outputs against source data and ties the package back to the books.
4. Final Review
A final reviewer checks presentation and commentary, so what lands on your desk is review-ready.
What You Keep, What We Carry
Your name is on the plan leadership acts on. We carry the build and the review underneath it, never the call.
You Keep
We Carry
In-House vs. Outsourced FP&A
A U.S.-based senior financial analyst costs $95K–$120K in salary alone. Add benefits, software licenses, training, and management overhead – you are looking at $130K+ fully loaded before they produce a single dashboard. Most FP&A providers will not show you these numbers. Here they are.
| Comparison | U.S. In-House Staff | Accountably |
|---|---|---|
| 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 Deliverable | 4–8 weeks | 2–3 weeks |
| BI Tool Proficiency | Varies by hire | ✓ Power BI, Tableau trained |
| Multi-Layer QC Built In | ✗ Not included | ✓ 4-tier review |
| Backup Coverage | ✗ No coverage | ✓ Always covered |
| Model Turnaround SLA | No guarantee | ✓ 5–7 business days |
| Scalability | Hire more staff | ✓ Flex up/down instantly |
We Work Inside Your Software
Our analysts train on your BI and planning tools during onboarding – no migration, no new platform to learn.
Microsoft Excel
Advanced TeamPower BI
Certified TeamTableau
Certified TeamFathom
Trained TeamJirav
Trained TeamSpotlight Reporting
Trained Team+ Any Other
We'll TrainOutsource Your US Accounting & Tax to a Trusted Partner
Trained U.S.-led offshore teams for accounting, tax, payroll, and audit support. Documented SOPs and turnaround SLAs. No resume farming.
How One Growth Company Stood Up an FP&A Function From Zero
A scaling organization needed monthly forecasts, budget-vs-actual reporting, and a board dashboard, but had no internal FP&A capacity and could not justify a $100K+ senior hire. Accountably deployed two offshore FP&A analysts who built standardized dashboard templates, forecasting and budgeting models, and a recurring management reporting package. Within six months the team went from no live reporting to 35 maintained dashboards on a predictable schedule.
"We went from talking about FP&A to actually running it every month. Accountably made it possible without a single senior hire."
– Managing Director, Growth-Stage Services CompanyDon't Trust Us. Test Us.
Your name is on the plan leadership acts on, so trust has to be earned before it is on the line. We do not ask you to take an offshore team on faith. We ask you to grade it.
Accountably was built by a Washington-licensed CPA with 7+ years inside US firms, from PwC to a real-estate tax practice to a full-service firm. The person who designed how these FP&A teams are trained and reviewed has signed the work, sat the review cycle, and built the model leadership reads. So our analysts are trained to the standard a partner signs against, not a generic offshore bar.
Offshore FP&A rarely fails on talent. It fails on trust. That is why proof is engineered into the engagement: real work graded before a live file, the four-stage review on every deliverable, and a fit guarantee that puts the risk on us. If an analyst is not the right fit in the first 30 days, we replace them at no cost to you. When an engagement winds down, we shadow and hand over during the notice period so your reporting calendar never takes a hit.
Make Us Prove It
Grade real work on your SOPs before a live client file is ever in play.
Buy The Review
Four-stage review on every model, so what reaches your desk is review-ready.
Earn The Scale
Start with 1 to 3 analysts and add seats only as the work earns your trust.
Cut Compliance Time Without Compromising Quality
Structured offshore execution plus multi-layer review – compliance handled, hours saved, quality preserved.
Book a Discovery Call →Common Questions
What people ask before scoping outsourced FP&A – answered plainly.
Start With A Free 40-Hour Proof Pilot
Before a live client file is on the line, put a fixed block of your own FP&A work through our team and grade the result yourself. This is how trust gets earned, not claimed.
1. Pick the work
Hand us 40 hours of real FP&A work, a forecast refresh, a model build, or a variance package you already need done.
2. We build on your SOPs
Our analysts prepare it inside your templates and assumptions, then run it through the full four-stage review.
3. You grade it
You review the output against your own standard and decide whether to scale, seat by seat, from there.
Analysts placed and ramped in about 3 to 4 weeks. Start with 1 to 3 and scale as the work earns it. Not a fit in 30 days? We replace them at no cost.
Ready to Run FP&A on a Schedule You Can Plan Around?
Get started today and see how trained offshore FP&A analysts can deliver budgets, forecasts, models, and dashboards at scale – inside your templates and tools.