Financial Planning, Reporting, and Analysis

outsources cfo services


A Cost-Effective Solution For Financial Planning, Reporting, and Analysis

Growing businesses may reach a point where they need the experience, guidance, and knowledge of a senior financial professional but do not need a full-time Controller or Chief Financial Officer. If you find yourself in this situation, we have the solution for you. 

Our bookkeeping services feature clear and detailed reporting from a customized chart of accounts. Monthly reports are delivered via email and available in our Secure Document Exchange portal. We call our weekly bookkeeping “Track” because that’s what we do. Whether it’s month over month, quarter over quarter, year over year, or more, we track what has already happened.

Do you want to look into the future? We can help you with that, too.


Near-Real-Time Insight Financial Reporting & Analysis includes all the features of Track Bookkeeping and adds monthly consultation with our Financial Experts to:

  • Create a budget and produce a monthly vs. actual comparison report.
  • Build and produce Custom Management/Board of Directors reporting packages with Executive Summaries, KPIs, Charts, Tables, and Financials.
  • Set performance targets and alerts to quickly identify issues.
  • Analyze trends.


Forward-looking Financial Planning, Reporting & Analysis is our most advanced reporting package. It incorporates all the features of our Track Bookkeeping and Plan: Near-Real-Time Insight Financial Reporting & Analysis as well as:

  • Custom P&L, Balance Sheet & Cash Flow forecast up to three years out.
  • Analysis of impact on micro-forecasts for special projects, purchases, new hires, etc.
  • Cash forecasting and monitoring.
  • Analysis of Key Performance Indicators (both financial and non-financial) and comparison to industry standards to determine areas of focus for improved performance and cash flow.

Financial Knowledge You Can Rely On

An outsourced financial expert has the skills and expertise needed to move at full pace from the very first day. With decades of experience, our Finance Team can provide the important strategic services you need to accelerate growth, increase profits, and get the most out of your operations. Whether you are starting your business, searching for a way to efficiently tackle securing funding, or starting to plan your exit strategy, having access to an outsourced partner can be a highly effective way to mitigate potential costs to your organization.

Putting the Needs of Your Organization First

Every member of our team understands that the success of your organization is vital to our own success. By helping you grow, we can grow right along with you. This means that when you choose to work with us for outsourced bookkeeping and finance services, you will be getting more than the full knowledge and support of a highly experienced individual. You will also have access to the resources of an entire organization committed to your growth and success.

It is always important for a business owner to develop a solid business strategy that starts with effective financial planning. Along with this, proper oversight for future growth can be vital to continued success. Unfortunately, many business owners decide to try taking on this responsibility themselves and aren’t able to take advantage of the benefits of developing a strong relationship with a knowledgeable financial professional. By choosing to partner with HireEffect, you can feel confident in the knowledge that future growth and increasingly complex financial concerns will not be a roadblock on your path toward even greater success.

The benefits of choosing to work with an outsourced Financial Planning, Reporting & Analysis professional include:

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Reduced Annual Costs

On average, the annual salary for a full-time Finance Executive can be anywhere between $125,000 to $250,000 or more. At HireEffect™, we can provide access to a fully qualified financial professional without the expense of hiring someone full-time.

Objective Analysis

When you work with an outsourced financial professional, you can enjoy the benefits of an impartial viewpoint. This means that you can feel confident that their advice will be objective when discussing business or financial decisions.

Strategic Leadership

Under the guidance and leadership of an outsourced finance leader, you can feel secure that your organization’s financial and business goals are aligned. Many organizations face challenges to growth, and FP&A can provide essential guidance and advice so you can make informed choices.



Learn more about how our Financial Planning, Reporting, and Analysis services can help you grow your business.


Contact Us Today