Financial Forecasting and Planning Services

Make confident decisions with our financial forecasting and planning services. Institutional-grade outsourced financial planning and fractional CFO forecasting for healthcare and technology companies.

What Financial Forecasting and Planning Services Do We Offer?

Build the financial planning infrastructure to drive strategic decision-making and operational execution

Our financial forecasting and planning services help you build robust systems that provide visibility into your financial future. From annual operating plans that align your organization to weekly cash flow forecasts that manage liquidity, our outsourced financial planning creates the infrastructure you need to make confident decisions. As your FP&A consulting partner, we combine institutional best practices with the pragmatism required in fast-moving healthcare and technology companies.

Core Financial Forecasting and Planning Services

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Annual Budgeting & Operating Plan Development

Our outsourced financial planning helps you build comprehensive annual budgets and operating plans that align your organization around financial and operational goals. Coordinate cross-functional planning and create accountability structures.

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13-Week Cash Flow Forecasting

Implement rolling 13-week cash flow forecasts through our fractional CFO forecasting services. Manage liquidity and runway by tracking actuals vs. forecast, identifying cash needs early, and making proactive decisions about capital allocation.

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Scenario Modeling for Strategic Decisions

Model multiple scenarios to evaluate strategic options and prepare for different futures. Stress test your plan, evaluate investment opportunities, and understand financial implications of key decisions.

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Forecast Refresh Cycles

Establish systematic forecast refresh processes (monthly, quarterly) to keep plans current and relevant. Compare actuals to forecast, update assumptions, and communicate changes to stakeholders.

When Should You Use Financial Forecasting and Planning Services?

Common scenarios where our outsourced financial planning and FP&A consulting drive significant value

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Managing Cash Runway

You need clear visibility into cash burn, runway, and when you'll need to raise additional capital or achieve profitability.

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Building Annual Plans

It's time for annual planning and you need a structured process to build budgets, set targets, and align your organization around financial goals.

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Evaluating Strategic Options

You're considering major strategic decisions (new products, markets, acquisitions) and need to model financial implications and compare scenarios.

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Scaling Operations

You're in rapid growth mode and need to forecast hiring, infrastructure investments, and working capital needs to scale effectively.

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Investor or Board Reporting

Your board or investors are asking for better forward-looking visibility, and you need institutional-quality forecasts and variance explanations.

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Navigating Uncertainty

Market conditions are changing rapidly and you need scenario planning to prepare for multiple possible futures and make resilient decisions.

Typical Deliverables

What you can expect when working with Tempo CFO on forecasting and planning

Ready for Expert Financial Forecasting and Planning Services?

Let's discuss how our outsourced financial planning and fractional CFO forecasting can support your decision-making. Our FP&A consulting is here to help.

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