“Anant is one of the few people I trust to tackle complex financial challenges, because he consistently delivers high-quality results. His expertise in FP&A, financial modeling, and Excel is exceptional.”
Outsourced FP&A Services. The planning a CFO would build.
Most US businesses have bookkeeping. They have a tax CPA — but no visibility of budget vs actuals, KPIs, unit economics, cashflows etc. That missing layer is where the most expensive decisions get made without enough information. EasePro builds the outsourced FP&A engine for US SMEs and US mid-market businesses.
- Built by professionals from global advisory firms
- Experienced finance professionals
- No lock-in · Cancel any month
You have financial data. You don’t have a system that tells you what to do with it.
Bookkeeping records what happened. Tax accounting files what is owed. Neither tells you what the numbers mean, what is coming, or which decisions they should change.
Which of these missing FP&A layers is running your business right now?
No budget. No forecast. Just last month’s P&L.
Growing the wrong part of the business.
Pricing that doesn’t reflect true cost.
No visibility into which product actually makes money.
No KPI dashboard — just a number you are sent.
Strategy decisions made without scenario models.
From free call to an embedded FP&A cadence.
Clarity call
30 minutes. We pinpoint the biggest gap in your FP&A.
Half-day assessment
A brief note on the biggest gaps and the metrics that matter.
Roadmap & scope
Agreed deliverables, cadence, and fee. No minimum term.
First deliverable
Your first deliverable, built and passed through our four-eye review.
Cadence or handover
Monthly variance pack, forecast, and scenario reviews, every cycle.
What FP&A engagement
looks like in practice.
Real engagements from our finance team.
Unit Economics Analysis Revealed Revenue Per Transaction Was Below Gateway Charges Alone
A FinTech company running high transaction volume had no visibility into per-transaction profitability. Our unit economics analysis mapped revenue per transaction against every direct cost. The finding was stark: revenue per transaction was below the payment gateway charge alone, so every transaction generated a loss before overheads. The product was discontinued and capital redirected to a viable model.
40–50% Fixed Cost Reduction in Under Three Months Through Structured P&L Analysis
An early-stage founder had high fixed costs but had never mapped them in detail. We mapped every fixed expenditure against output and benchmarks and found a premium co-working lease, underperforming roles, and marketing spend with no accountability. Actions within two to three months cut total fixed costs 40–50% and salary costs 30–40%.
Six FP&A deliverables that turn financial data
into a business control system.
Not every business needs all six. Some need only a monthly variance pack and KPI dashboard. Others need scenario modeling, unit economics, and full cost rationalisation. We scope deliverables to the decisions you are actually making. Each output is built specifically for your business, your industry, and the questions your leadership team asks every month.
Annual Budget & Quarterly Reforecast
A bottom-up budget, reforecast quarterly to stay useful.
- Bottom-up budget — revenue, headcount, and cost by department
- Quarterly reforecast updated with actual data
- Assumption log — every major number explained and owned
- Board-ready presentation format included
Monthly Budget vs Actuals with Variance Commentary
Every material variance explained in plain English.
- Revenue, gross margin, and operating cost variances explained
- Structural vs timing deviation classification
- Recommended action for every material variance
- Delivered on a reliable monthly cadence
KPI Dashboard — Monthly, Updated & Explained
The 8–12 numbers that actually drive your decisions.
- 8–12 KPIs selected for your business and industry
- Trend lines — 6-month rolling history
- Traffic light status — on track / watch / off track
- Monthly narrative — what changed and why it matters
Unit Economics & Margin Analysis
See exactly which products, customers, and channels make money.
- Product / SKU / channel margin analysis
- Customer profitability by segment or cohort
- Overhead absorption rate and indirect cost allocation
- True cost of production vs pricing benchmark
Scenario Modeling — Base, Stress, Upside
Three futures modelled — with a plan for the downside.
- Base, stress, and upside P&L and cash projections
- Sensitivity analysis on top 3 revenue and cost assumptions
- Break-even and runway calculation under each scenario
- Contingency plan — specific actions if stress materialises
Download the Budget vs Actual Dashboard — Free
Drop in actuals, get instant traffic-light variance.
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Download Free Template →In their own words.
“I've personally used EasePro for financial modeling, valuation analysis, and beautifully designed decks. The work is always first class, very detail-oriented and highly professional — and most of all, they're just really great people to work with.”
“It's been a good addition to our firm. My recommendation to anyone is that this is a trusted relationship you can build — and you'll be pleasantly surprised.”
Built for your industry's specific complexity.
A generic playbook doesn't work across industries. We tailor every engagement to your sector's dynamics.
Practical FP&A questions
most US business owners ask.
What skills should an FP&A team have?
A real FP&A team needs depth across eight areas:
- 1. Budgeting and forecasting — annual budget bottom-up, quarterly reforecast, driver-based models
- 2. Variance analysis and commentary — structural vs timing, plain-English narrative
- 3. KPI design and reporting — 8–12 numbers per business, not generic templates
- 4. Unit economics and margin analysis — transaction, product, customer, channel-level profitability
- 5. Scenario modeling — base, stress, upside with sensitivity analysis
- 6. Cost structure analysis — fixed cost mapping, benchmarking, rationalisation
- 7. Financial systems and data quality — clean data pipelines from QuickBooks, Xero, NetSuite, or ERPs
- 8. Business communication — translating finance for non-finance stakeholders
A team strong in two or three of these does reporting. A team covering all eight does FP&A. EasePro engagements are delivered by experienced finance professionals from global advisory firms with deep backgrounds across all eight areas — and every engagement passes through a four-eye internal review before any deliverable reaches you. More about our team →
How do I evaluate an FP&A consultant or outsourced FP&A team before hiring?
Five practical tests that work regardless of who you’re evaluating:
- Ask for a sample monthly variance pack they have built — not a template — and have them walk through the commentary in 10 minutes.
- Hand them three months of P&Ls and bank statements; ask what three things they would change in your KPI dashboard. A real FP&A team will identify specific KPIs missing from your current view, with rationale.
- Ask them to model a stress scenario specific to your business — "what happens if your largest customer reduces by 30%" — and walk through the cash and headcount impact.
- Ask whether they classify variances as structural vs timing in their commentary. A real FP&A team does this by default; reporting-only providers will not understand the distinction.
- Request two references from current clients in your industry or size range, and ask those references specifically about variance commentary quality, dashboard usability, and what they would change about the engagement.
Most outsourced FP&A providers cannot pass all five. We welcome every one of these tests in our discovery process — and we walk a prospect through a live variance pack review in the first call if it’s the right fit. Book a free 30-minute call to test us →
What is the difference between FP&A, bookkeeping, and a tax CPA?
A bookkeeper records transactions — what happened. A tax CPA files what is owed to the IRS — what’s owed. Outsourced FP&A interprets the numbers, builds forecasts, and tracks plan vs actual — what it means and what to do next.
Most US businesses under $50M have bookkeeping and a tax CPA but no FP&A function — which is where the most expensive decisions get made without information. See how FP&A fits within a fractional CFO engagement →
When does a business need outsourced FP&A vs an in-house FP&A team?
The trade-off comes down to scale, scope, and cost.
Outsourced FP&A fits when:
- Revenue is $500K–$50M
- Finance is 1–2 people doing everything
- Leadership making decisions without a model
- Investors or lenders need reports the team cannot produce
In-house FP&A typically becomes justified when:
- Revenue crosses $50M–$100M
- Finance has 5+ people
- FP&A becomes a daily operational function requiring dedicated headcount
Many EasePro engagements start outsourced and transition to in-house. We help find and onboard the first FP&A hire when the time is right.
How is EasePro different from other outsourced FP&A firms?
EasePro provides outsourced FP&A services delivered by experienced finance professionals from global advisory firms. Pricing context: our pricing is scope-based — typically materially below the $3,000–$8,000/month that comparable US firms charge for full FP&A scope.
What you get from an EasePro engagement:
- 11 industries with industry-specific methodology, not a startup template
- Monthly variance packs with plain-English commentary, not just a number
- Driver-based forecasts, not static budgets
- Every engagement passes through a documented four-eye internal review before any deliverable reaches you
Can FP&A help if I’m preparing to raise capital or sell my business?
Yes. A capital raise or business sale is when FP&A becomes most valuable. For fundraising, we build the investor-ready financial model — 3-statement, driver-based, scenario-tested. We also build the unit economics analysis, the use-of-funds breakdown, and the diligence-ready monthly historical pack. For a business sale, we build the EBITDA bridge, the adjusted historical P&L, the customer concentration and margin analysis, and the projected case the buyer will challenge.
Most deals are won or lost on the financial credibility of the seller’s analytics, not the headline narrative. A capital raise without an FP&A foundation is leaving valuation on the table. More about our financial modeling work →
Your financials are telling you what to do next. You just need the system to hear them.
Book a free 30-minute finance clarity call. No pitch. We review your situation honestly, tell you which FP&A scope your business actually needs, and tell you if we’re not the right fit. If we’re not, we point you somewhere better.