866.207.6484 info@thinksynergy.net 241 Asylum Street, Hartford, CT

Financial Planning and Analysis Services (FP&A)

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Financial Planning and Analysis Services - FP&A

Financial Planning and Analysis is critical to any growing business and will enable you to navigate effectively to desired outcomes..

Our services will allow you to seamlessly compile data from multiple sources for projections, forecasting, and to create financial dashboards.  This will provide you with more accurate and complete predictive financial outcomes required to plan, execute, and monitor results.

Our team of experts will help you achieve success through integrating your long-term strategic plans with your daily operations, enabling you to swiftly adjust to business changes.

What Do Our Financial Planning and Analysis Services (FP&A) Include?


Ideal for a young company looking for a retrospective overview of their FP&A and basic budgeting.

  • ThinkQuantum - Financial Planning Software Platform includes accounting system and payroll integration
  • Provide Dashboards and Reports
  • Review Internal Financial Statements (Historical Financials)
  • Provide 3-way financial statements for historical periods from our model, including Income Statement, Balance Sheet, and Statement of Cash Flows.
  • Assist In Preparation of Annual Budget
  • Prepare Financial Presentations for Management


Perfect for a more mature company wanting FP&A for historical and future time periods. Includes our Bronze package plus:

  • Cash Flow Projections: Forecast cash flows 1 month and 6 months in the future.
  • Assist In Preparation of Annual Budget to determine the financial plan for the year including a sales forecast, product launches, G&A expenses, and payroll expenses.
  • Actual vs Budget Annual Reporting
  • Quarterly Updates to Budget
  • Prepare Custom Financial Management Reports


For larger organizations having a need for scenario planning and FP&A following GAAP guidelines. Includes our Bronze and Silver Packages Plus:

  • Cash Flow Projections: Forecast cash flows 1 month, 6 months, 12 months, or even 60 months in the future.
  • Prepare Annual Compilation with Footnotes following GAAP
  • Develop Financial Models For Capital Expenditures
  • Workforce Planning: Forecast new hires, raises, bonuses, accrued expenses, and more.
  • Scenario Planning: Create plans to test multiple scenarios to optimize your company's success.
  • KPI Package & Key Metrics Analysis

Includes our Gold FP&A package and provides high-level, dependable financial guidance
according to GAAP and strategies for growth.

  • Review Internal Financial Statements
  • Develop, Implement and Monitor Financial Initiatives
  • Oversee Month End and Year End Accounting
  • Review Accountant's Tax Returns & Financial Statements
  • Oversee Financial Planning and Analysis
  • Manage Investor and Banking Relationships
  • Bank Reporting
  • Investor Reporting
  • Audit Support
  • Source and Negotiate Working Capital Financing
  • Strategic Planning and Assistance with Decisions
  • M&A Advisory, Negotiation and Due Diligence Support
  • Acquisition Integration Support
  • Contract Negotiation
  • Board Advisory

Industries we work with


Consumer Goods



Fire & Safety

Real Estate

Get More Information about our Financial Planning and Analysis Services

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241 Asylum Ave.
Hartford,  CT  06103

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