Financial Planning & Analysis

Make better decisions with a clearer view of your finances.

Understand where your business is heading, not just where it has been. Beta Accounts helps you forecast performance, plan cash flow, track the numbers that matter, and turn financial data into practical decisions for growth.

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Your accounts tell you what happened. FP&A helps you decide what happens next.

Reliable financial information is only the starting point. To grow confidently, you need to understand what is driving performance, what lies ahead, and where you should focus your attention.

See the bigger picture

Bring your financial information together to understand revenue, costs, profitability, and overall business performance.

Plan with confidence

Build realistic budgets and forecasts, model different scenarios, and understand the financial implications of your decisions.

Stay ahead of cash flow

Anticipate cash shortages, identify funding requirements, and understand how upcoming decisions could affect your financial position.

The financial insight your business needs, when it needs it.

Choose the level of financial planning and reporting that suits your business. From clearer monthly reporting to forward-looking financial models, we help turn your numbers into actionable insight.

Budgeting and forecasting

  • Annual budgets and rolling forecasts.
  • Revenue, expenditure, and profitability projections.
  • Actual-versus-budget analysis.
  • Identification of key financial variances.

Cash flow forecasting

  • Short-term and longer-term cash flow projections.
  • Working capital visibility.
  • Forecast cash surpluses and shortfalls.
  • Scenario analysis to support funding and spending decisions.

Management reporting and KPIs

  • Monthly management accounts and performance summaries.
  • Financial dashboards and visual reporting.
  • Revenue, margin, cost, and profitability analysis.
  • Relevant KPIs tailored to your business.

Scenario planning and business modelling

  • Best-case, base-case, and downside scenarios.
  • Impact assessments for hiring, investment, and expansion.
  • Pricing and profitability modelling.
  • Sensitivity analysis to understand key business risks.

Business performance analysis

  • Identify trends and changes in financial performance.
  • Understand cost drivers and margin movements.
  • Highlight opportunities to improve profitability.
  • Translate financial results into clear recommendations.

Strategic finance support

  • Support with business plans and growth strategies.
  • Financial input into major commercial decisions.
  • Funding and investment planning support.
  • Ongoing access to finance expertise where required.

From financial data to confident decisions.

  1. 1

    Understand your business

    We learn about your business model, objectives, existing financial information, and the decisions you need to make.

  2. 2

    Build your financial picture

    We develop the appropriate forecasts, budgets, reporting, and dashboards around your requirements.

  3. 3

    Turn insight into action

    Use clearer financial information and ongoing analysis to monitor performance, anticipate challenges, and make better-informed decisions.

Your numbers, brought to life.

Make financial information easier to understand through modern reporting tools, connected data, and visual dashboards.

  • Power BI dashboards and visual reportingAvailable
  • Excel-based financial models and forecastingAvailable
  • Power Query and automated data preparationAvailable
  • Automated reporting workflows where suitableScoped per client
  • Integration with accounting and other business data sources where technically supportedScoped per client

Integrations and automations depend on your systems and are confirmed during scoping.

Financial clarity for businesses ready to plan ahead.

Flexible support, tailored to the size and complexity of your business.

Growing businesses

For businesses experiencing growth that need better visibility over cash flow, costs, margins, and future financial requirements.

Established SMEs

For businesses that want more structured budgeting, management reporting, performance analysis, and financial control without necessarily hiring a full in-house FP&A team.

Business owners and leadership teams

For decision-makers who need reliable financial insight to assess opportunities, manage risks, and make informed commercial decisions.

The right level of financial support for your business.

Not every business needs a full finance department. Choose the support you need today and adapt it as your business evolves.

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Project-based support

One-off budgets, forecasts, financial models, or specific business analysis.

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Regular reporting and forecasting

Recurring management reporting, KPI analysis, and forecast updates.

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Ongoing FP&A support

Continued financial planning, performance reviews, and decision-support services.

Scope, reporting frequency, and pricing are tailored to your requirements.

Get a tailored quote

Frequently asked questions

Ready to get more from your numbers?

Build a clearer picture of your business, understand what lies ahead, and make your next decision with greater confidence.

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