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Home/QuickBooks/FP&A
QuickBooks · Financial Planning

Financial planning that
your QuickBooks data actually supports.

Monthly P&L variance analysis, 13-week cash flow forecasting, budget vs actual reporting, and CFO-level dashboards — all built from your live QuickBooks data. For growing businesses that need more than a month-end P&L.

Talk to us →All QB services

What Our FP&A Service Covers

From variance analysis to rolling forecasts. Every deliverable built from your QuickBooks data — no Excel disconnects, no version control problems.

📊
Monthly P&L Variance Analysis
Actual vs budget and actual vs prior year — every line item explained. Which revenue lines are behind and why. Which expense lines are over and what is driving it.
💵
13-Week Cash Flow Forecast
Rolling 13-week cash flow built from your AR ageing, AP schedule, and payroll commitments. Updated weekly. You know 90 days out what the cash position will be.
📋
Budget Build & Maintenance
Annual budget built with you — revenue by product line, headcount costs, capex, and working capital. Updated quarterly as actuals come in.
📈
KPI Dashboard
5 to 10 KPIs relevant to your business — gross margin, burn rate, days sales outstanding, operating leverage — tracked monthly and trended over 12 months.
💰
Unit Economics & Cohort Analysis
CAC, LTV, payback period, and contribution margin by product or customer cohort — for SaaS, e-commerce, or subscription businesses that need investor-grade reporting.
📑
Investor & Board Reporting Pack
Monthly or quarterly board pack with narrative commentary. Designed for investor updates, bank covenants, or management review — not just raw numbers.

Why FP&A Built On Your QuickBooks Data Works Better

Analysis built from a live system beats analysis built from a spreadsheet export every time.

🔗
No Spreadsheet Disconnect
Analysis built directly from QuickBooks actuals — not from a manual export that goes stale. When the books close, the analysis is ready.
🎓
CA-Supervised Commentary
Numbers without commentary are just data. Every report includes written narrative from a CA who understands what the numbers mean for your business.
🕐
Delivered Within 5 Days of Close
Books close by day 3. FP&A package delivered by day 5. You have meaningful analysis before the month is half over.
📉
Early Warning System
Cash runway, margin compression, and AR deterioration flagged before they become crises. Not after.
📐
Built For Your Business
Retail gross margin, SaaS ARR, professional services utilisation, or distribution inventory turns — the framework is built around your business model.
🤝
One Team
Same team that closes your books builds your FP&A. No translation between bookkeeper and analyst. No data that gets interpreted twice.

How It Works

From first call to clean books — no disruption, no guesswork.

01
Onboarding Call
We review your current QuickBooks setup, existing reporting, and what decisions you actually need to make. We agree the 5 KPIs that matter most.
02
Framework Build
Budget template, KPI definitions, and reporting format agreed and built. First forecast model created from your QuickBooks data.
03
First Full Month
First full FP&A package delivered — P&L variance, cash forecast, and KPI dashboard. Walkthrough call to review together.
04
Ongoing Monthly Delivery
By day 5 of each month — books closed, package delivered, and a 30-minute review call scheduled if needed.

Frequently Asked Questions

Do I need to be on a budget to get FP&A reporting?+
No. We can build the budget as part of onboarding. If you have no prior budget, we build a baseline from the last 12 months of actuals and agree targets with you.
Do you work with businesses that are pre-revenue?+
Yes. Pre-revenue and early-stage businesses benefit most from cash flow forecasting and runway analysis. We build the model from your committed expenses and pipeline.
What is a 13-week cash flow forecast?+
A rolling 90-day cash flow projection — built from your AR ageing (who owes you and when they typically pay), AP schedule (what you owe and when it is due), and payroll commitments. Updated weekly. The standard tool for managing liquidity.
Can you build investor reporting in the format VCs expect?+
Yes. We build board packs and investor updates in the formats common to US and UK venture reporting — ARR bridge, cohort retention, burn rate, and runway analysis.
Do I need to already have monthly bookkeeping with you?+
Not required. We can run FP&A on top of books maintained by your existing bookkeeper — as long as QuickBooks is being used and the books are being closed monthly.
What does FP&A cost on top of bookkeeping?+
Priced as a separate retainer above monthly bookkeeping. Depends on the scope — number of KPIs, frequency of cash flow updates, and whether board reporting is included. Quoted after the onboarding call.
Related services

Everything connects.

📋
Monthly Bookkeeping
Clean books are the foundation. Monthly QuickBooks bookkeeping closed in 3 days, ready for FP&A.
Explore →📈
Virtual CFO
For businesses that need FP&A plus strategic finance advice — Virtual CFO engagement covers both.
Explore →📨
Accounts Receivable
AR ageing is the most critical input to cash flow forecasting. Managed AR keeps the forecast accurate.
Explore →
Get in touch

Tell us your
situation.

One conversation is usually enough to understand your setup and tell you honestly what we can fix, how long it takes, and what it costs. No obligation.

Phone & WhatsApp +91 94045 42550
Email piyush@khetanca.com
💬  WhatsApp us now

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