CFO support that keeps pace with every client you take on.
Every reporting cycle brings forecasts to refresh, variances to explain and board packs to pull together, and leadership gets pulled into reviewing all of it. We take on the delivery and get it right the first time, so your time goes back into advising clients and winning new ones.
- Budget vs actuals Done
- 13-week cash forecast Done
- KPI dashboard Done
- Reforecast scenarios In progress
- Board pack Ready for your sign-off
Board meeting in 9 daysYour time this week: one sign-off
*Departures have only followed client-side changes such as acquisition or internal build-out.
The signs your advisory work has outgrown your team.
Tick the ones that sound like your last reporting cycle.
Tick the ones that apply to see where the pressure sits.
Talk to our teamThe numbers your clients decide on.
Budgeting, Forecasting & Cash Flow
Budgets, forecasts and cash models kept current in your clients' own formats, so every decision is based on today's numbers and a clear view ahead.
- Customized budget models
- 13-week cash flow forecasting
- Scenario, sensitivity and variance analysis
- Revenue build-up and cost optimization models
- Rolling forecasts and working capital planning
- Capex planning and ROI tracking
Forecasts your clients can act on, refreshed every cycle and tied back to actuals.
Ideal for fractional CFOs and advisory teams running planning for multiple clients.
Read our FP&A guide →KPI & Performance
Consistent KPI and performance reporting, tracked the same way every month, that shows clients how their business is performing and where to act.
- KPI dashboards (operational and financial)
- Departmental and segment-level reporting
- Performance benchmarking
- Trend and ratio analysis
- Profitability and efficiency tracking
- Customized MIS and OKR reporting
A clear, consistent view of performance, delivered every month without rebuilding the report.
Ideal for firms giving clients a regular monthly or quarterly performance review.
Read about consistent reporting →Strategic Advisory
Rigorous analysis for the decisions that matter most, from capital allocation and fundraising to board presentations and transactions, prepared to board standard.
- Capital allocation analysis
- ROI and investment analysis
- Fundraising strategy and planning
- Investor updates and communication
- Board and investor meeting support
- M&A support: due diligence and valuation
Board-level analysis, prepared well before the meeting and ready to present.
Ideal for CFOs preparing clients for boards, investors and transactions.
Explore Investment & Transaction Advisory →Insights & Thought Leadership
Research and thought leadership under your brand that show clients and prospects the depth of your firm's expertise.
- White paper research
- Industry insights and trend reports
- Case studies and success stories
- Custom flyers and brochures
- Client newsletters and updates
- Presentation and pitch materials
Content under your brand that builds credibility and helps bring in the next client.
Ideal for advisory firms building their market presence and thought leadership.
See our case studies →Board-ready numbers, live for every client.
Forecasts, KPIs and cash flow sit in a white-label CFO dashboard, so clients follow their performance between board meetings, not only at them.
Current, and under your brand
Figures update from each client's books and appear under your firm's logo and domain.
Answers on demand
Clients ask questions about their own figures in the dashboard, instead of emailing your team.
Reviewed monthly commentary
Monthly results arrive with clear commentary, checked by an analyst before clients see it.
Set up once, ready every reporting cycle.
One team stays with your clients cycle after cycle, so nobody needs briefing twice and leadership stays focused on advising.
Set up properly
NDA in place, data access agreed, and each client's reporting calendar, KPIs and formats documented in an SOP.
Models in place
Budget, forecast and cash models set up in your format and tied back to each client's actuals.
Refreshed on schedule
Actuals loaded, variances explained and forecasts rolled forward to the calendar you set, with exceptions flagged early.
Ready for the boardroom
Board packs arrive under your brand, and results go live on each client's CFO dashboard once you approve.
For the people clients turn to for answers.
Fractional CFOs and CFO Firms
Every hour inside a client's model is an hour not spent advising. Hand off forecasts and board packs, and serve more clients without stretching your week.
CPA and Advisory Firms
Clients expect advice beyond compliance, and FP&A talent is hard to hire. Add budgeting, forecasting and board reporting under your brand, without new hires.
Finance Consultancies
Analysis work competes with client conversations for the same senior time. Hand off the modeling and reporting, so your team stays focused on recommendations.
In-House CFOs and Finance Teams
Board deadlines arrive whether or not the team has capacity. Get board-ready forecasts and reporting on schedule, without growing the in-house finance team.
How firms usually add FP&A capacity.
| Factor | Hire an FP&A analyst | Freelance analyst | The Algebra Group |
|---|---|---|---|
| Board and reporting deadlines | Limited by headcount | Limited to one person's hours | A team that scales up around reporting dates |
| Range of work | Depends on who you hire | Usually one specialism | Budgets and forecasts through board and investor work |
| Between reporting cycles | Fixed salaries, even when quiet | Starts from scratch each time | Same team, client models kept on file |
| Confidentiality and brand | In-house | Varies by person | NDA, white-label, no client solicitation |
| Cost structure | Salaries, benefits, recruiting | Hourly, hard to predict | Ad hoc, retainer or outcome-aligned |
In the words of the firms we work with.
"I met Varun at The Algebra Group while I was incubating a fractional CFO service (Banner Ayala Associates). His team provided responsive and reliable financial analysis, modeling, and market benchmarking, along with high quality bookkeeping. I’ve continued to use TAG in my full time CFO role at Plowshare Therapies. I’d recommend Varun and TAG to anyone needing reliable and scalable accounting and analytics support."
W. Henry YaegerChief Financial Officer, Plowshare Therapies"We've had a great experience working with TAG. They're responsive, open to new ideas, and have consistently delivered on time and on budget. For Banner Ayala Associates, they're a trusted partner we rely on to deliver for our clients."
Dan AyalaManaging Director, Banner Ayala Associates"I have been truly blessed to connect with The Algebra Group through one of their clients. From the very beginning, the experience has been nothing short of exceptional. The Algebra Group has been a tremendous blessing to my business, EACH, LLC. Their team provided me with comprehensive 5-year financial projections, a well-structured investment deck, and a clear, compelling one-page investment teaser. The quality of their work exceeded my expectations. What stands out most is their professionalism, patience, and genuine commitment to seeing their clients succeed. They take the time to explain every detail and consistently offer sound, trustworthy advice. I always felt supported and confident throughout the process. I highly recommend Varun and The Algebra Group to anyone in need of reliable, high-quality financial projections and strategic advisory support. Thank you, TAG—you’re more than a team, you’re family."
Samuel J. Lilly IVCEO/Founder, EACH"Varun has worked closely with me for several years, and it has been my pleasure to engage in thoughtful and meaningful discussions through The Algebra Group (TAG) on various topics related to financial model development for companies across multiple sectors. I have found his attention to detail and collaborative approach highly commendable and I wish him the very best in his own professional growth as well as the success of his new venture."
Sumantra SenguptaCo-Founder, GR2 AdvisorsPick the model that fits your client load.
Per project
Bring us in for a budget, a cash flow model or a one-off board pack. You're billed only for productive hours on your work.
A dedicated FP&A team
An agreed block of monthly capacity, with the same people on your clients and their reporting calendar on file.
Outcome-aligned
Commercial terms linked to an agreed scope or the client engagements we support together.
The rest of the finance stack, when you need it.
What CFOs and advisory firms ask us first.
Do you work in our clients' existing models and templates?
Yes. We work in your firm's formats and your clients' tools, or set up new models where none exist, so your reporting stays consistent.
Will our clients know you're involved?
No. We work white-label, under your brand and in your templates, and we sign a non-solicitation agreement covering your clients.
Do you prepare board and investor materials?
Yes. We prepare board packs, investor updates and supporting analysis, ready for you to review and present.
Can you set up a 13-week cash flow forecast quickly?
Yes. Once we have the client's recent actuals and bank data, we set up the forecast and refresh it weekly or on the schedule you choose.
How do you keep client data secure?
An NDA is signed before any access is given. Permissions are limited to the people working on your clients, and access is removed when an engagement ends.
How is the work priced?
One-off models and board packs are billed on productive hours. Firms with recurring reporting usually choose a retainer, and established partners can agree outcome-aligned terms.
Do you use AI on FP&A work?
Our in-house tools speed up actuals mapping, forecast refreshes and first-draft variance commentary, following set rules, and an analyst reviews every output before it reaches you. See how we use AI.
Your next board pack shouldn't wait for your next hire.
Tell us about the client work you have coming up. We'll show you how our team would take it on, from the first model to every board meeting after.
- Share a few details. It takes two minutes using the form.
- Speak with a senior team member about your clients, reporting calendar and deadlines.
- Get a clear plan for scope, team and turnaround, with no commitment.
Prefer to talk first? Book a 30-minute discovery call →