Strategy and

FP&A Consulting

Proven Strategies for Small Business Growth

At P.C.S., we know how challenging running and growing a small business can be.

Strategic planning and proper financial planning and analysis (FP&A) are vital in ensuring your business has a sound plan to execute, invests in initiatives supporting the long-term vision, is funded correctly, and fosters optimal performance to enable fast, sustainable growth.

Leveraging our deep corporate strategy and finance experience, we're here to support you every step of the way, providing the insights and tools you need to make informed decisions and drive your business forward.

Schedule a no-obligation discovery session to see how P.C.S. can help your business grow!

How We Help Our Clients

Business Plan Development

We develop comprehensive business plans that serve as a detailed guide for your company's success. Whether you are a startup seeking initial funding or an established business looking to scale, our business plan development service provides the strategic foundation to secure funding, attract investors, and drive sustainable growth. Our approach includes:

  • Detailed Market Analysis: Understand your market, target audience, and competitive landscape to position your business effectively

  • Strategic Goal Setting: Define clear, achievable goals aligned with your long-term vision and business objectives

  • Financial Projections: Create accurate financial forecasts that guide your funding and investment decisions, ensuring financial stability and growth

  • Operational Planning: Develop actionable strategies for efficient operations, resource management, and day-to-day business functions

  • Risk Assessment: Identify potential risks and devise mitigation strategies to safeguard your business against uncertainties

Financial Modeling

We construct powerful models that serve as the financial blueprint for your business. Our financial modeling services provide you with a detailed and dynamic representation of your company's financial performance, helping you make informed decisions and plan for the future. Financial models we provide include:

  • Revenue Forecasting: Project future revenue streams based on market trends, sales data, and business growth strategies

  • Three-Statement Models: Build an integrated income statement, balance sheet, and cash flow statement model to project performance and ensure liquidity for effective cash flow management

  • Scenario Analysis: Conduct "what-if" analyses to evaluate the financial impact of various business decisions and external factors, enabling proactive planning

  • Return on Invested Capital: Forecast investment performance and detail expected ROI, including sensitivity analysis to understand the impact of key variables

  • Valuation Models: Create valuation models to assess the worth of your business for investment, sale, or mergers and acquisitions

Performance Optimization

We optimize your business's performance to maximize efficiency and profitability. Our performance optimization services are designed to identify and eliminate inefficiencies, streamline operations, and enhance overall business performance. Our approach includes:

  • Operational Efficiency: Analyze and improve workflows, processes, and systems to boost productivity and reduce costs

  • Cost Reduction Strategies: Implement targeted strategies to minimize expenses without compromising quality or service

  • Performance Metrics: Develop and track key performance indicators (KPIs) to monitor and drive business performance

  • Process Improvement: Utilize continuous improvement methodologies such as Lean and Six Sigma to enhance operational effectiveness

  • Revenue Enhancement: Identify and capitalize on new revenue opportunities and growth strategies to increase profitability

Financial and Performance Reporting

We provide comprehensive financial and performance reporting services to help you understand your business’ performance and make informed decisions to drive growth. Our reporting services are designed to deliver clear, accurate, and actionable insights into your business's financial health and operational performance. Our approach includes:

  • Customized Financial Reports: Prepare detailed financial statements, including income statements, balance sheets, and cash flow statements, tailored to your business needs

  • Performance Analysis: Conduct thorough performance analysis to track progress against strategic goals and KPIs

  • Executive Summaries: Create concise executive summaries that highlight key findings and insights for senior management

  • Trend Analysis: Analyze historical data to identify trends and patterns that inform future strategies and decisions

  • Custom Dashboards: Create executive-level visualizations to monitor and analyze KPIs to gain insights into business performance and identify areas for improvement

Explore Our Services