FP&A-as-a-Service

FP&A-as-a-Service for winning businesses

Unlock the power of top-tier outsourced Financial Planning and Analysis (FP&A) without the costly overhead. Countsy propels you forward with FP&A that integrates seamlessly into your business, ensuring insightful forecasting, deep performance analytics, and strategic financial guidance.

Countsy’s comprehensive FP&A solution

for SaaS, Fintech, Digital Health, AI, Life Sciences, Hardware, eCommerce, Climate, Space…

Dedicated FP&A Services

Monthly insights into your financial trajectory, scenario analysis, and strategic financial modeling to pave growth.

Compliance & Standards

Present your financial forecasts and models confidently, ensuring best practices and investor expectations.

Financial Advisory

Optimize capital allocation, assess business risks, and identify revenue-enhancing opportunities.

Budgeting & Forecasting

Receive precision-based forecasting and budgeting to navigate market uncertainties and set clear financial goals.

Reporting & Analysis

Understand the story behind the numbers, empowering you to make data-driven business decisions.

Third-party Collaboration

We liaise with investors and strategic partners, ensuring your financial plans are robust, reliable, and ready for scrutiny.

We’ve helped scale some of the best startups

“I have been very pleased working with Countsy to support my fast growing tech startup, Credo Health. Countsy uses a scalable set of back office accounting tools that allows me to focus on our core activities. In addition, they’ve helped us with M&A activities and integrating personnel from an existing business. We’re also getting specific FP&A support to assist us in making strategic decisions crucial to grow the company in the coming years. I’ve referred to other venture funded startups and will continue to endorse Countsy!”

Carm Huntress
Founder & CEO

“My Countsy team and CFO are fantastic. They are always on top it, taking care of finance — from accounting to strategic FP&A. Super responsive and great to work with.”

Jared Parker
CEO & Founder

Dashboards for analyzing and planning

Visualize your company’s revenue, cash flow, bookings, workforce, expenses, and more.

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Run specific financial reports for sales, income, people operations, plus other executive summaries.

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Strategize your financial model, budgeting & forecasting, set & track goals, and more.

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Our proven process for success

Solid Foundation

As a dedicated partner, we create a value-driven FP&A infrastructure and process tailored to your company using industry best practices.

Step 1

Strategic Planning

We craft custom financial models and strategic blueprints to position your startup for sustained growth and competitive advantage.

Step 2

Scale and Adapt

With agility at its core, our FP&A services evolve with your growing needs, preparing your business for success, growth, and eventual exit.

Step 3

The best FP&A available

Cutting-Edge Tech

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World-Class Talent

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Proven Track Record

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Tailored Just for You

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Accurate & Reliable

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Flexible & Scalable

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Cost-Effective

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Dedicated Partner

Your vision, our FP&A expertise. Together, let’s craft your financial roadmap to success.