Plan smarter,
decide faster.
Eco Outsourcing provides managed financial planning & analysis covering forecasting, KPIs, cash flow visibility, and scenario planning. From runway and hiring decisions to margin and cost control, our analysts bring structure and clarity backed by 20+ years of finance operating experience.
UK-led oversight • Consistent reporting • Transparent pricing
FP&A Support for Scaling Teams
Clear forecasts.
Confident growth decisions.
UK-led oversight • Weekly reporting
As businesses scale, the financial picture becomes harder to control. Spend grows across payroll, tools, suppliers, and projects, while hiring plans and cash timing introduce new uncertainty month to month. Structured FP&A support gives leadership visibility into runway, pressure points, and available options, before decisions become urgent.
Key deliverables
- Rolling forecasts and scenario modelling
- Cash runway and burn-rate visibility
- Hiring and headcount planning support
- Budget vs actual variance analysis
- Margin and cost structure insights
- Ongoing insights to guide next-step decisions
- KPI frameworks aligned to growth goals
- Monthly FP&A packs for leadership
- Decision support for pricing and spend
- Margin and cost optimisation reviews
- Stakeholder-ready reporting clarity
What We Solve
When financial planning and analysis lives across multiple spreadsheets and last-minute updates, forecasts become a moving target, and the business ends up reacting instead of planning. On top of that, UK research suggests SMEs can spend around 7% of working hours on admin (roughly 32 hours per month), which leaves even less time for structured analysis and forward planning.
We fix this by putting financial planning & analysis into a clear monthly rhythm, so financial decision making is based on consistent numbers, not noise.
Key pain points we fix:
- Late or unreliable forecasts
- Decisions made on gut feel
- No single source of truth for KPIs
- Unknown runway / hiring capacity
- Finance team stuck in reporting, not insight
Who We Help:
This financial planning and analysis service is built for teams that need clearer forecasting, sharper KPI visibility, and stronger financial decision making, without adding another full-time hire. We’ve supported 200+ businesses with structured finance delivery and reporting.
Best Fit For:
- Founder-led SMEs scaling and needing financial clarity to guide business financial decisions
- Finance teams that need extra FP&A capacity, without recruiting another financial planning & analysis analyst
- UK-led teams that want consistent packs, tighter governance, and dependable financial planning & analysis oversight
FP&A Readiness Check
To make financial planning and analysis genuinely useful (not just another report), we start with a few simple checks. If these are in place, your FP&A will move faster, your finance forecasting will be more dependable, and financial decision making becomes easier across the business.
A good fit if you have:
- A live accounting system with clean basics (so financial planning & analysis is built on real numbers, not assumptions)
- A month-end close routine (even if it’s slow, we can tighten it over time)
- Access to the key “drivers” that shape outcomes: pipeline/CRM, payroll, expenses, subscriptions, and inventory where relevant, so your finance forecast reflects reality
“Decision-Ready FP&A: Delivered as a Managed Function”
Forecast Confidence
We own the monthly refresh of your 12–18 month rolling finance forecast using structured financial planning and analysis.
You get a stable view you can rely on for day-to-day financial decision making.
Scenario Planning
We build and maintain base / downside / growth scenarios to guide smarter business financial decisions.
You see the impact of hiring, pricing, and spend changes before making financial decisions.
KPI Dashboard + Variance Notes
We publish a single KPI view with weekly/monthly variance commentary (financial planning & analysis), not just charts.
Your team gets clear “what changed + why it matters” insight for faster financial decisions.
Cash + Runway Visibility
We update cash flow forecasting and runway tracking aligned to the working capital cycle and real timing.
So, finance forecasting supports confident planning, without cash surprises.
Week 1: Close Inputs + Data Refresh
We gather agreed inputs, refresh actuals, and validate the data used in finance forecasting and financial planning & analysis.
Monthly FP&A Service Breakdown
A managed financial planning and analysis cycle that keeps your finance forecast current and supports consistent financial decision making, without last-minute chasing.
Week 2: Forecast Update + Variance Insights
We update assumptions, refresh the rolling finance forecast, and publish short variance insights to support making financial decisions.
Week 3: Scenario Checks + Actions List
We run base/downside/growth checks and deliver a clear actions list to guide business financial decisions.
Week 4: Leadership / Board Pack (If needed)
We compile a consistent reporting pack for leadership/investors, so financial decisions are based on one story and one set of numbers.
Clear Ownership
We manage the full FP&A workflow, model maintenance, monthly updates, variance commentary, and reporting cadence.
Results & Outcomes: Decision-ready FP&A
Move from reactive reporting to managed financial planning and analysis. With Eco Outsourcing owning the rhythm, updates, and insight, financial decision making happens earlier.
Case study:
UK services business (≈55 staff): fast growth, inconsistent KPIs, and an unstable finance forecast. Eco Outsourcing implemented a managed fp&a cadence with KPI definitions, cash/runway tracking (aligned to the working capital cycle), variance notes, and board-ready reporting.
What changed after onboarding
Eco Outsourcing reduced forecast refresh time from 10 working days → 3 days, introduced weekly cash tracking with a 13-week view, and consolidated reporting from 6 trackers → 1 KPI dashboard (financial planning & analysis).
The outcome for leadership
With a trusted finance forecast and clearer finance forecasting, leaders made hiring/spend business financial decisions earlier, and board/investor updates became consistent with less back-and-forth on financial decisions.
A Better Way to Run Financial Planning & Analysis
How we ensure consistency, control, and confidence across every engagement. Structured delivery, and clear accountability across every service.
01
Why Eco Outsourcing (UK-Led Oversight)
UK-led oversight keeps FP&A consistent, decision-ready, and aligned with leadership priorities. Every output is reviewed with context, not just produced in isolation.
View details
Key focus
- UK-based finance lead reviews forecasts and insights
- Priorities aligned to board and leadership decision needs
- Clear ownership over what’s delivered and why
- Reduced dependency on junior-only analysis
- Consistent standards across reporting cycles
04
Reporting Rhythm + Visibility
Decision-making improves when reporting is predictable. We run a clear cadence that keeps leadership informed, aligned, and forward-looking.
View details
Key focus
- Monthly FP&A pack delivered on schedule
- Insight call to interpret numbers, not just present them
- Clear tracking of completed, upcoming, and pending items
- Visibility into assumptions and changes
- Faster, more confident financial decisions
02
Quality You Can Trust (QA + Workflows)
Reliable FP&A requires systems, not spreadsheets. We use documented workflows and QA checks to ensure forecasts and KPI packs are accurate, repeatable, and trusted.
View details
Key focus
- QA review built into every FP&A cycle
- Standardised forecasting and reporting templates
- Documented processes to reduce errors and rework
- Clear accountability at each stage of delivery
- Fewer last-minute fixes and data inconsistencies
05
Risk-Reversal (Start Small)
You don’t need to commit blindly. We start with a short setup sprint that proves value quickly and defines what “good” looks like.
View details
Key focus
- 2–4 week onboarding and setup sprint
- Baseline dashboard and first forecast built
- KPI pack delivered and cadence agreed
- Clear success criteria from month one
- Full handover retained if you pause or stop (models, templates, documentation included)
03
Specialist Team Model
FP&A shouldn’t depend on one individual. Our specialist model ensures continuity, depth, and improvement over time.
View details
Key focus
- Dedicated FP&A analyst for day-to-day work
- Independent reviewer for quality and accuracy
- Reduced key-person risk
- Continuous improvement in models and insights
- Senior lead for direction, priorities, and alignment
06
Proof of Outcomes
Our FP&A approach delivers measurable impact, not just reports. The focus is speed, clarity, and better control over cash and growth decisions.
View details
Key focus
- Forecast refresh time reduced from 10 days to 3 days
- Multiple KPI trackers consolidated into one dashboard
- Improved cash and runway visibility
- Forecasts aligned to working capital cycles
- Trusted by 200+ businesses for clearer financial decisions
Our Happy Clients.
TESTIMONIALS
What Our Clients Are Saying
Frequently Asked Questions
Pick a topic, then browse quick answers. If you still have questions, ask us.
What does financial planning and analysis support include?
Budgets, rolling forecasts, scenario planning, KPI dashboards, cash/runway tracking, and monthly insight reporting, so you can make stronger financial decision making.
Is this the same as bookkeeping or management accounts?
No. Bookkeeping records transactions; FP&A turns numbers into forward-looking plans and insights (fp&a).
Do you support financial analysis business plan work?
Yes, if you need a business plan financial analysis section (assumptions, cashflow, runway, sensitivity), we can build it.
Can you help with investment and financial management investment decision work?
Yes, scenario modelling, ROI cases, and funding-readiness analysis to support high-stakes financial decisions.
What is the typical output each month?
Updated finance forecast, KPI dashboard + variance notes, cash view, and an actions list for leadership.
How long does it take to get a working forecast and dashboard?
Typically, 2–4 weeks for a first version, depending on data readiness and complexity of financial planning analysis.
What do you need from us to start?
System access, last 12–24 months of actuals, current budget/targets (if any), and key business drivers.
Can we start small before committing?
Yes, start with a short setup sprint: baseline dashboard + first finance forecast.
What happens after the first forecast and dashboard are live?
We move into a monthly FP&A rhythm, refresh actuals, update the finance forecast, add variance notes, and run a short insight call to keep financial decision making on track.
Do you provide a dedicated FP&A resource
Yes, you’ll have a consistent team (often an analyst + reviewer + lead) supporting financial planning & analysis.
What’s the difference between a budget and a rolling forecast?
A budget sets out the plan; the rolling finance forecast stays updated as reality changes critical for business financial decisions.
Do you do scenario planning (downside/upside)?
Yes, base/downside/growth scenarios to support clearer financial decision making.
Can you help decide on hiring capacity and timing?
Yes, forecast the cost and cash impact so leaders can make financial decisions earlier.
Is the onboarding process customizable?
Yes, we map pipeline drivers and conversion assumptions to improve finance forecasting.
Can you forecast revenue if we have a sales pipeline?
Yes, driver-based modelling, consistent KPI definitions, version control, and monthly variance commentary.
Do you build cash flow forecasts?
The cost of our outsourced CFO services depends on the complexity of your needs, business size, and the level of support required. We offer flexible pricing packages to suit different budgets.
How do you handle the working capital cycle?
We offer both fixed-fee and hourly pricing models, depending on your business’s requirements and the scope of the services provided.
Can you reduce cash surprises?
No, we are transparent about our pricing. We provide clear and upfront cost breakdowns with no hidden fees, ensuring that you know exactly what you’re paying for.
Can you support funding preparation?
Our CFO packages include services such as financial reporting, strategic business advisory, forecasting, and cash flow management. Custom services can be added based on your needs.
Do you support forecast-based financing planning?
Yes, our outsourced CFO services are scalable, so you can adjust the level of support as your business grows or as your financial needs change.
What KPIs do you track?
We use state-of-the-art encryption and security protocols to protect your financial data. All access is restricted and controlled, ensuring maximum confidentiality.
How often do we review performance?
Only authorized personnel within the team have access to your business’s financial information, and all actions are logged for transparency and accountability.
Can you produce board/investor reporting?
Yes, our services are fully compliant with data protection laws such as GDPR, ensuring that your data is handled in line with legal and ethical standards.
What if teams disagree on KPI numbers
We follow strict confidentiality agreements and maintain secure document handling processes to protect your business’s sensitive financial information.
Can you help with margin leakage and unit economics?
Yes, we provide audit trails and financial reviews upon request to ensure complete transparency and accountability in managing your finances.
What tools do you work with?
Most accounting systems and reporting stacks, plus spreadsheets when needed. We’ll match your existing setup.
Do you support outsourced CFO services style work too?
Yes, many clients use FP&A as part of outsourced CFO services to guide strategy and planning.
How do you keep data secure?
Permissioned access, secure sharing, documented workflows, and controlled handling of sensitive finance data.
What are people asking on social platforms about FP&A outsourcing?
Common threads: “How do I trust outsourced numbers?”, “Will they understand my business drivers?”, and “How do I avoid messy spreadsheets?”
What’s Eco Outsourcing’s answer to those concerns?
UK-led oversight, QA checks, documented workflows, and a clear reporting cadence, so financial decision-making stays grounded.
Is FP&A outsourcing expensive compared to hiring?
It’s typically lower cost than building a full internal function, and you can scale up/down as needed.
What is the typical engagement structure?
Most teams start with a setup sprint, then move into monthly delivery with optional add-ons.
What do we need to provide each month?
Close numbers, pipeline/headcount changes, and any major business updates affecting finance forecasting.
What are people asking on social platforms about “runways” and forecasts?
Questions like: “How many months runway do I really have?”, “When can I hire?”, “Why is my forecast always wrong?”, and “Which KPIs actually matter?”
How does Eco Outsourcing reduce buying risk if we’re unsure?
Start small (2–4 weeks), agree success criteria for month one, and keep a simple handover path (models + templates + documentation).
CONTACT
Grow and Scale Your Business with Us
Eco Outsourcing helps you save time and money by building dedicated support for your business. We streamline operations and connect you with the right talent.