FP&A · Pulse
Forward visibility for a straightforward business
A monthly forward view of your business — produced from your books and reviewed and signed off by a CPA, so you can trust what you're looking at.
All-in, on top of your account services. Final fee depends on volume and complexity.
Who this fits
A single-entity small business with clean operations whose owner wants to see what's coming, not just what already happened — a rolling cash-flow view, a budget to measure against, and a plain-English read each month.
When it isn't the right fit
If you run multiple entities, carry lender or Medicare reporting requirements, or need a finance partner in the room for big decisions, Pulse is too light — look at Co-pilot or Command.
What it includes
- 13-week rolling cash-flow forecast plus a 12-month outlook
- A budget and monthly variance — actual vs. plan, with the plain-English why
- A KPI snapshot: margin, AR/AP days, runway, the working-capital gap
- A short monthly narrative — what the numbers are telling you
- A CPA reviews and signs off every month (the human check on the work)
The human in it
A CPA reviews the forecast and the books each month, catches what's off, and signs off — so the forward view is something you can actually rely on, not an unattended report.
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.