Businesses that need better financial visibility
The accounting records show what happened but not what’s changing, what’s driving it or what’s likely to happen next.
CFO & Financial Planning
Turn financial data into decisions you can act on.
A dedicated GSC team builds your budget, rolling forecast, cash-flow view and monthly management reporting, so leadership makes decisions on numbers it trusts. Senior finance support, without a full-time CFO hire.
Definition
What are CFO & Financial Planning Services?
CFO and Financial Planning services give a business the budgeting, forecasting, cash-flow planning, modeling and reporting it needs to plan ahead. FP&A covers the planning and analysis. CFO support connects it to real decisions like hiring, pricing, fundraising and spending.
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Having financial data is not the same as having financial visibility. Your accounting system tells you what happened. Leadership also needs to know what’s driving the numbers, what’s likely next and what the business can afford. That is the gap GSC fills.
In simple terms
Accounting tells you what happened. FP&A and CFO support help you plan what comes next.
Who It’s For
Making big calls without clear numbers?
CFO & Financial Planning support fits when the financial data exists but it isn’t yet giving leadership a clear view of what comes next.
Growing companies without in-house FP&A capacity
The business is growing faster than its planning processes and no one internally has the time to own budgets, forecasts and models.
Finance teams that need forecasting and reporting help
The books are kept but forecasting, cash-flow planning and management reporting take longer than they should.
Leadership that needs decision support beyond raw accounting data
Decision-makers need to know what they can afford, what to plan for and what happens if assumptions change.
What GSC Can Support
From financial reporting to forward planning.
Six pieces that turn your monthly numbers into a plan. Use them all or pick the ones you need.
Accounting Data → Reporting → Analysis → Forecasting → Decision Support
What you getIncluded in CFO & Financial Planning6 services · one dedicated team
- Budgeting
- An annual budget built with your team, broken down by month, department or location and tracked against actuals.
- Forecasting
- A rolling forecast refreshed every month with actuals, so the plan always reflects where the business really is.
- Cash Flow
- A 13-week cash-flow forecast that shows what’s coming in, what’s going out and when you’ll need to act.
- Financial Modeling
- Models for pricing, hiring, new locations, fundraising or acquisitions, built so you can change an assumption and see the result.
- KPI Reporting
- A monthly management pack with the metrics that run your business, explained in plain language, not just tables.
- Scenario Planning
- Base, upside and downside cases, so you know what happens to cash and profit if things go better or worse than planned.
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Scope is agreed with you up front. Start with one service and add more whenever you need them.
How We Work
From last month’s numbers to next quarter’s plan.
Every engagement follows four stages: understand, build, analyze and support decisions.
01
Understand
We learn your business, review your current reporting and agree what leadership needs to see.
02
Build
We set up the budget, forecast and reporting pack in a format your team will actually use.
03
Analyze
Each month we compare actuals to plan, explain the variances and update the forecast.
04
Support Decisions
Before big calls on hiring, pricing or spend, you get a clear read on the numbers and the options.
Technology accelerates the workflow. People remain accountable for the outcome.
Why GSC
Why choose GSC?
Numbers you can plan with, not just report on.
01
A dedicated team
You work with the same people who know your business and your numbers, not a rotating queue. You always know who is working on your budgets, forecasts and reports.
02
AI-assisted, person-reviewed
Automation helps with repeatable data processing and model updates, so more of the team’s time goes to analysis. A person reviews every output before it reaches you.
03
Your existing data and systems
GSC works from the accounting records, reporting and financial systems you already have. The starting point is your current reporting, not a new platform.
04
Scalable capacity
Support can be adjusted as planning and reporting needs grow, as an outsourced scope or through dedicated offshore staff, without a new hiring cycle on your side.
Systems
Systems we work with
GSC’s team works with the financial data and systems you already use.
Accounting & ERP
QuickBooksXeroSageNetSuite
Planning & reporting
ExcelGoogle Sheets
Running something else? Tell us on a call. The team works in the tools you already use. How GSC uses technology →
Product names and logos belong to their owners. GSC is not affiliated with these companies.
Engagement Models
How can you work with GSC?
CFO & Financial Planning support can be delivered in two ways. The right one depends on who you want directing the day-to-day work.
Model 01
Outsourcing
GSC runs your budgeting, forecasting and reporting as an outsourced service, against an agreed scope and calendar.
Fits whenyou want defined planning, forecasting or reporting work delivered against an agreed scope.
Explore Outsourcing →
Model 02
Offshore Staffing
GSC provides dedicated finance professionals who work as part of your team and take day-to-day direction from you.
Fits whenyou want added FP&A capacity that you direct yourself.
Explore Offshore Staffing →
When to Consider It
Signs you need FP&A support
- 01The business is growing faster than its financial planning processes.
- 02Leadership needs better forecasting.
- 03Budgeting is inconsistent.
- 04Management reporting takes too long.
- 05Cash-flow visibility is limited.
- 06Financial data exists but isn't helping leadership make decisions.
- 07You need more finance capacity without building a large internal team.
Recognize a few of these?
Comparison
Where CFO & Financial Planning fits into the finance function
Accounting records what happened, FP&A plans and analyzes what comes next and CFO support connects both to business decisions.
01
Accounting
Recording, reconciling and reporting financial activity.
02
FP&A
Planning, forecasting, analyzing performance and modeling future scenarios.
03
CFO Support
Connecting financial information with broader business planning and decisions.
Industries
Industries we support
Different businesses plan and report differently. The team adapts to your chart of accounts, your planning cadence and your reporting.
- Professional ServicesPlanning and reporting built around projects, teams and partner decisions.↗
- Technology & SaaSRecurring-revenue forecasting, KPI reporting and investor-ready numbers.↗
- Real EstateProperty- and entity-level budgets, cash-flow planning and reporting.↗
- Financial ServicesControlled environments and documentation-first reporting.↗
- HealthcareBudgeting and cash-flow visibility across locations and service lines.↗
- NonprofitBudget-to-actual tracking, grant reporting and board reporting.↗
- Other Growing BusinessesIf growth is outpacing your financial planning, we should talk.↗
FAQ
Frequently asked questions
Straight answers to what people ask us before they hand over the work.
01What are CFO and Financial Planning services?+
CFO and Financial Planning services give a business the budgeting, forecasting, cash-flow planning, modeling and reporting it needs to plan ahead. FP&A covers the planning and analysis. CFO support connects it to real decisions like hiring, pricing, fundraising and spending.
02What does FP&A include?+
FP&A (financial planning and analysis) commonly includes budgeting, forecasting, cash-flow planning, financial modeling, KPI reporting and scenario planning. Together, these help leadership understand current performance and plan for what comes next.
03What is the difference between accounting and FP&A?+
Accounting records, reconciles and reports financial activity, so it tells you what happened. FP&A uses that information to plan, forecast, analyze performance and model future scenarios. Reliable accounting is the foundation that FP&A builds on.
04What is the difference between FP&A and CFO support?+
FP&A focuses on planning, forecasting and analyzing performance. CFO support connects that financial information with broader business planning and decisions. The two work together rather than replacing one another.
05When does a business need FP&A support?+
FP&A support is usually worth considering when a business is growing faster than its financial planning processes, when budgeting is inconsistent, when forecasting or cash-flow visibility is limited or when management reporting takes too long to be useful for decisions.
06Can GSC support budgeting and forecasting?+
Yes. GSC builds your annual budget with your team and keeps a rolling forecast updated each month as actuals come in.
07Can GSC help with cash-flow planning?+
Yes. GSC builds a 13-week cash-flow forecast and keeps it updated, so you can see a shortfall before it happens.
08Can GSC support financial modeling?+
Yes. GSC can build financial models that help evaluate business scenarios and assumptions or work with a model you already have.
09Can GSC work with our existing financial data?+
Yes. GSC works from your existing accounting records and reporting, including data from systems such as QuickBooks, Xero, NetSuite or Sage. The starting point is understanding your current reporting and financial priorities.
10Can CFO and Financial Planning support scale as the business grows?+
Yes. Support can be adjusted as planning and reporting needs change, either as an outsourced service with an agreed scope or through offshore staffing, with dedicated finance professionals working as part of your team.
Next Step
Need clearer numbers behind your next decision?
Tell us what decisions are coming up and what your reporting looks like today. We’ll show you what we’d build first and how soon you’d see it.