Strategic Financial Planning & Analysis (FP&A) Services | Veemi

Unlock better decisions with expert FP&A services—cash forecasting, budgeting, and scenario planning. Trusted by growth-focused U.S. businesses.

Financial Planning and Analysis (FP&A) Services That Turn Your Numbers Into Strategy

Budget smarter, forecast better, and plan with confidence. Veemi’s financial planning and analysis (FP&A) solutions help U.S. businesses use their data to drive decisions—not guesswork.

Scenario Planning

CFO-Led Insights

Budgeting & Forecasting

Book Your Free Financial Assessment

Platforms We Support

Tools & Platforms We Integrate With

Your systems don’t need to change. We integrate seamlessly with the tools you’re already using We build your reports and forecasts where you need them—with zero friction.

QuickBooks, Xero, NetSuite

Custom models in Google Sheets or Excel

Jirav, Fathom, Cube, LivePlan

Custom Google Data Studio or Excel visualizations

Why Companies Choose Veemi for Financial Planning and Analysis ?

Financial planning and analysis is more than number crunching—it’s about forward strategy. With Veemi, you don’t just get reporting; you get actionable insights powered by real experience and modern tools. Unlike firms that treat financial planning and analysis as an add-on, we treat it as your business GPS—helping you course-correct in real time.

Proactive financial leadership

not reactive accounting

CFO-level thinking

without the full-time salary

Clear, visual dashboards

for fast decision-making

Collaborative monthly reviews

to stay aligned with your goals

Our approach

Built for Growth-Focused Teams

We work best with teams who want to get ahead—not just catch up. Our financial planning & analysis services are designed to meet the needs of:

Startups preparing for fundraising or expansion

Professional service firms managing projects and cash cycles

Tech & SaaS companies tracking ARR, MRR, burn rate, and runway

Agencies and consultants juggling resource planning

Construction and real estate businesses needing forecast clarity

Our approach

Financial Planning and Analysis Tailored to Your Business

Strategic finance isn’t just for enterprise companies anymore. With Veemi’s outsourced financial planning & analysis services, small and mid-sized businesses gain the same financial clarity and forward-looking visibility previously only available to large corporations. Whether you’re navigating uncertain markets, scaling operations, or pitching to investors—our financial planning and analysis services give you the confidence to lead with data.

What We Offer

Core Financial Planning & Analysis Services We Provide

Cash Flow Forecasting (weekly, monthly, annual views)

Budget Development & Rolling Forecasts

Profitability & Margin Modeling

Scenario & Sensitivity Planning

KPI Definition and Dashboard Setup

Board & Stakeholder Financial Reviews

Investor-Ready Financial Presentations

“Thanks to Veemi’s forecasting tools and strategy sessions, we finally stopped guessing. Our board meetings are smoother—and we plan proactively now.” — CEO, SaaS Startup