Add FP&A services to your firm without hiring in-house. I partner with accounting and bookkeeping firms to deliver budgets, forecasts, and financial strategy to your clients — so you can grow revenue without growing headcount.
Let's Talk PartnershipThese are the challenges I hear from firm owners every week.
Your team is stretched on compliance and bookkeeping. Taking on advisory work means hiring — or burning out your best people.
Your best clients need forecasts, budgets, and financial strategy. If you can't provide it, they'll find a firm that can.
Everyone competes on price for basic bookkeeping. Advisory is where the margin is — but building it in-house takes time and expertise you don't have.
Clients hand you their financials and ask strategic questions your team isn't set up to answer. The books are clean, but the conversation stops there.
You're adding clients to grow, but each one pays roughly the same. Upselling to advisory could double your revenue per relationship.
Choose the model that fits your firm. Either way, your clients get world-class FP&A and you get new revenue.
I deliver FP&A under your firm's brand. Your client, your relationship, your pricing.
You make the introduction. I handle everything else. You earn ongoing fees.
A full FP&A function — delivered by me, positioned by your firm.
Predictable monthly costs, flexible project menus, and guaranteed availability — not hourly billing.
For firms starting to offer advisory. Focused project work and monthly check-ins to get FP&A off the ground for your clients.
The sweet spot for most partnerships. Expanded project capacity with rollover flexibility, covering the full range of client FP&A needs.
For firms with multiple advisory clients. Strategic builds, expanded capacity, and monthly strategy calls to scale your advisory practice.
All packages include a flexible project menu spanning budgets, forecasts, dashboards, reporting, and more.
Book a call to discuss which package fits your firm.
A 15-minute call to understand your firm, your clients, and what advisory services would look like.
Flag clients who need FP&A support — the ones asking for budgets, forecasts, or financial strategy.
I build a custom engagement based on each client's needs, using the partnership model that fits your firm.
You provide the books, I do the rest. Your clients get FP&A, your firm earns advisory revenue.
Book a 15-minute call to talk through how the partnership would work for your firm and your clients.
Book a Partnership Call
or email me at tanner@rootalityfinancial.com