FP&A · Co-pilot
A finance partner for a growing business
Everything in Pulse, plus a monthly working session where a CPA interprets the numbers with you, runs the scenarios behind your decisions, reviews pricing and where costs and process can improve, and ties it all 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 monthly working session with a CPA — interpret, plan, decide
- Pricing, margin, and cost/process review as decisions come up
- 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 month — reads the forecast, runs the scenarios with you, weighs pricing and cost moves, 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.