Financial Planning and Analysis
Transforming Financial Data into Strategic Insight
Timely, transparent, and accurate information is critical to informed decision-making and sustainable growth. At Advisory, we design and implement practical, forward-looking FP&A frameworks that evolve with your business.
With experience as finance leaders, analysts, and technology specialists, we help identify the right KPIs, streamline reporting across platforms, and automate insights. By connecting detailed data to strategic priorities, we empower management with the visibility needed to act decisively and drive lasting value.
At Advisory, we provide hands-on support to guide you through the adoption process from end to end. We assess the impact across your organisation, align stakeholders, and design practical solutions that work with your existing systems and workflows. Our approach goes beyond recommendations—we act as an extension of your team to ensure implementation is tailored, compliant, and sustainable.
We are proudly accredited with
Association of International Certified Professional Accountants
The Chartered Institute of Management Accountants®
Institute of Chartered Accountants in England and Wales
The South African Institute of Chartered Accountants
Financial Planning and Analysis That Works For You
REAL EXPERTISE
Insight built on experience that goes beyond the spreadsheet.
We bring deep FP&A experience across industries and business models—rooted in real-world finance leadership, analytics, and systems expertise. Whether it's building driver-based forecasts, integrating data across platforms, or aligning budgets to strategy, we’ve done it, and done it well.
TAILORED TO YOUR BUSINESS
Built around your goals, not someone else’s template.
No two businesses plan or report the same way. That’s why we tailor every FP&A solution to your structure, systems, and priorities—whether you're a fast-scaling startup, a global enterprise, or anything in between. We design planning frameworks that fit how you operate.
PROACTIVE & HELPFUL
More than reports—we help you make smarter decisions, faster.
We go beyond dashboards and forecasts. From identifying key performance drivers to embedding automation and scenario planning, we work alongside your team to turn data into action and planning into performance.
END-TO-END COVERAGE
From data to decisions—full-service FP&A that scales with you.
We support the full FP&A lifecycle—from budgeting and forecasting to KPI tracking, dashboarding, automation, modelling, and investor-ready reporting—so you can move from data to decisions with confidence.
Why You Need Financial Planning & Analysis Support
- Limited in-house capacity or expertise
- Inaccurate or manual forecasting
- No clear visibility into financial performance
- Budgeting is misaligned with strategy
- Reporting is slow, inconsistent, or error-prone
- Preparing for growth, fundraising, or M&A
- Need for better decision-making tools and insights
How this service works
1. We start with your numbers—and your goals
We begin with a discovery session to understand your business model, key drivers, and reporting needs—so we can tailor our FP&A support to your strategy and structure.
2. We build your planning and reporting framework
We design or enhance your budgeting, forecasting, and performance tracking processes to provide reliable, timely, and decision-ready financial insights.
3. We support your monthly planning cycle
From variance analysis and rolling forecasts to management dashboards, we deliver the reporting and insights you need—on time, every time.
4. You gain visibility, not just spreadsheets
We connect the dots between your numbers and your strategy—giving you the clarity and confidence to act on data, not assumptions.
We partner with the world’s best cloud accounting software
Support Beyond This Service
Every business is different — and your needs don’t always fit neatly into one box. Here are other services our clients often rely on to round out their support and keep things running smoothly.
Fractional CFO Services
Technology Enablement
Audit Readiness
Let’s explore your business’s next steps together.
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