FP&A · Co-pilot
A finance partner for a growing business
Everything in Pulse, plus a quarterly working session where a CPA interprets the numbers with you, runs the scenarios behind your decisions, and ties them back to the tax outcome.
All-in, on top of your account services. Final fee depends on volume and complexity.
Who this fits
A growing business making real decisions — hiring, equipment, financing, pricing — where the owner wants a CPA working the numbers with them every month, not just sending a report. Often a single entity or two with some complexity.
When it isn't the right fit
If your business is simple and one-entity and you mainly want the forward view, Pulse is the right fit. If you have many entities and lender or regulatory reporting, you're closer to Command.
What it includes
- Everything in Pulse, continuously
- A quarterly working session with a CPA — interpret, plan, decide
- Scenario / what-if modeling on demand (hire, buy, finance, price)
- Decisions tied back to the tax outcome, before year-end — not after
- A standing line to your CPA between sessions
The human in it
A CPA sits down with you each quarter — reads the forecast, runs the scenarios with you, and connects the decisions you're weighing to their tax consequence while there's still time to act.
FP&A is an add-on layered on your account services — it looks forward, where reporting looks back. Prices are all-in. Tax preparation is always a fixed component of the engagement (so any value-based pricing applies only to advisory work, never to the returns) — and at Command, those business returns are included in the number.