FP&A Consulting
Sharper budgeting, forecasting, and reporting without the cost of a full-time CFO.
PK Design and Consulting's FP&A consulting gives growing businesses the financial planning and analysis support they need without hiring a full-time CFO. We build out budgeting processes, forecasting models, scenario planning, and reporting systems so leadership always has a clear, current read on where the business stands financially.
Built for businesses ready to move.
Every piece needed to make it work.
Budgeting Process Design
A structured, repeatable budgeting process instead of a rebuilt spreadsheet every quarter.
Financial Forecasting
Revenue and expense forecasts built on real drivers, not last year’s numbers plus a guess.
Scenario Modeling
Best-case, worst-case, and most-likely models so leadership can plan for what is actually possible.
Cash Flow & Reporting
Clear, current reporting on cash position and performance, built for real decision-making.
Financial Modeling
Custom models built around your business, not a generic template pulled off the shelf.
Board & Investor Reporting
Clean, credible reporting packages ready for the board, investors, or lenders.
From first conversation to tracked results.
Book a Consultation
Tell us where budgeting, forecasting, or reporting is falling short.
Financial Assessment
We review current financials, processes, and reporting to find the gaps.
Build the FP&A System
Budgeting, forecasting, and reporting processes get built or rebuilt around your business.
Ongoing Support & Reporting
We stay in as needed to keep forecasts current and reporting sharp.
Not another vendor to manage.
CFO-Level Insight, Fractional Cost
Sharper financial planning without a full-time executive salary.
Built for Real Decisions
Models and reports designed to actually inform decisions, not sit in a folder.
Connected to the Full Business
FP&A work ties directly into our strategy and operations consulting, so the numbers match the plan.