FP&A Services
Turn Historical Numbers Into Forward-Looking Strategy.
Knowing what happened last month is only half the picture. Our FP&A services help you understand where your business is headed, so you can plan cash flow, set budgets, and make decisions with confidence instead of guesswork.
We turn your financial data into forecasts, budgets, and KPI reporting that guide real decisions, so you’re always looking ahead, not just closing the books.
What We Offer
Financial Forecasting:
We build rolling forecasts based on your historical performance and business drivers, so you can see what’s coming before it arrives.
Budgeting & Planning :
We create annual and departmental budgets tailored to your business, giving you a clear benchmark to track performance against.
Cash Flow Forecasting :
We project your future cash position, so you can plan for upcoming expenses, hiring, or investments with confidence.
Scenario & Sensitivity Analysis:
We model different business scenarios, so you understand the financial impact of key decisions before you make them.
KPI Development & Tracking :
We identify and track the metrics that matter most to your business, so you always know how you’re performing against your goals.
Financial Reporting:
Receive easy-to-understand financial reports, including: Budget vs Actual Report Cash Flow Forecast KPI Dashboard Departmental Performance Report Board & Investor Reporting Package
Variance Analysis:
We break down the differences between your budget and actual results, so you understand what drove the gap and what to do next.
Strategic Financial Guidance:
We meet with you regularly to review your numbers, discuss trends, and support upcoming business decisions.
Why Choose Our FP&A Services?
- Forward-looking financial insights, not just historical reporting
- Accurate forecasts based on real business drivers
- Clear budgets to benchmark performance against
- Improved cash flow visibility and planning
- Data-backed support for major business decisions
- Secure and confidential data handling
- Scalable solutions as your business grows
- Personalized support from experienced professionals
Who We Serve
We provide FP&A services for:
- Growing Businesses Startups
- E-commerce Stores
- Retail Businesses
- Professional Service Firms
- Consultants
- Real Estate Businesses
- Healthcare Practices
- Venture-Backed Companies
Our Process
- Initial Consultation We learn about your business, current planning process, and financial goals.
- Data Collection Gather historical financials, current budgets, and key business drivers.
- Model Setup We build your forecasting and budgeting models tailored to your business structure.
- Ongoing Analysis Our team updates forecasts, tracks KPIs, and reviews variances on a regular basis.
- Monthly Reports & Reviews Receive detailed reports along with regular check-ins to support your strategic decisions.
Benefits of Professional FP&A Services
Professional FP&A services help you:
- Plan ahead with confidence instead of guesswork
- Improve cash flow management
- Set realistic, achievable budgets
- Understand the financial impact of key decisions
- Track performance against clear KPIs
- Prepare for investor or board conversations
- Support long-term, sustainable growth
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What We Offer:
Multi-Channel Sales Recording:We accurately record sales, refunds, and fees from Shopify, Amazon, Etsy, WooCommerce, and other platforms you sell on.
Payment Gateway Reconciliation:We reconcile transactions from Stripe, PayPal, Amazon Payments, and other processors against your bank deposits to catch discrepancies early.
Inventory & COGS Tracking :We track your cost of goods sold and inventory valuation, so your margins reflect what’s actually happening in your business.
Sales Tax & Nexus Monitoring:We monitor where you have sales tax obligations as you expand across states and platforms, keeping your filings accurate and on time.
Platform Fee & Chargeback Management:Payment processing fees, marketplace commissions, refunds, and chargebacks are coded correctly, not lumped into a single vague expense.
Financial Reporting:Receive easy-to-understand financial reports, including: Profit & Loss Statement Balance Sheet Cash Flow Statement Channel-by-Channel Sales Report Inventory & COGS Summary
Monthly Bookkeeping:Keep your e-commerce books updated every month with consistent reconciliation and financial reviews.
Expense Tracking:Track and categorize advertising spend, shipping costs, and platform fees to simplify budgeting and tax preparation.
Why our accounting holds up
Most bookkeepers reconcile and move on. We add accountability.
- Controller oversight:
A dedicated controller reviews every transaction across your sales channels and signs off on the close, so Shopify, Amazon, and Etsy numbers are accurate from day one—not just data entry. - Controller-reviewed close:
Multi-channel sales, platform fees, and payouts are reconciled on a steady monthly cadence, with your books closing in 10–15 days so you’re never working from stale numbers. - Your platforms, your data:
We work inside the tools you already use, connecting directly to Shopify, Amazon, Etsy, WooCommerce, and your payment processors. Nothing is locked behind a proprietary system. - Scope that scales with your channels:
Adding a new sales channel? We connect it and fold it into your monthly close without missing a beat, scaling from bookkeeping alone up to full FP&A and cash flow forecasting as you grow. - Predictable pricing:
One flat monthly fee covers your controller, reconciliation, and reporting across every channel you sell on. No hourly billing, no per-platform surprises.
Close the books, close the loop across every channel you sell on.
Measurable outcomes driven by controller-led finance
"Working with Techco was a game-changer for our business. Their tailored solutions and dedicated support propelled us to new heights"
David Clar
Board Member, UNIQA"I can't thank Techco enough for their expertise Their strategic guidance revolutionized our operations and led to significant growth."
Sarah Johnson
Board Member, UNIQA"Choosing Techco was one of the best decisions we made. Their team's knowledge and passion for our success were evident every step of the way."
Michael Smith
Board Member, UNIQA"Partnering with Techco was a game-changer. Their innovative strategies and personalized approach exceeded our expectations"
Emily Brown
Board Member, UNIQA"Working with Techco was a game-changer for our business. Their tailored solutions and dedicated support propelled us to new heights"
David Clar
Board Member, UNIQAFrequently Asked Questions
Your dedicated controller and accounting team record sales, refunds, and fees across your platforms, reconcile your payment processors, track inventory and cost of goods sold, monitor sales tax obligations, and deliver monthly reports including a channel-by-channel sales breakdown.
We work with Shopify, Amazon, Etsy, WooCommerce, and other e-commerce platforms, connecting each one into your monthly bookkeeping and reconciliation process.
Yes. Multi-channel reconciliation is core to what we do. We match transactions across every platform you sell on against your bank and payment processor, so nothing slips through the cracks, and your reporting shows performance by channel.
Payment processing fees, marketplace commissions, refunds, and chargebacks are coded correctly and specifically, not lumped into one vague expense line, so your true margins are visible.
No. We work inside the tools you already use, including your existing store platforms, payment processors, and QuickBooks. Your data stays in your systems; nothing is locked behind a proprietary tool.
Ready for books you don't have to double-check?
One flat fee. A dedicated controller. Real-time insight into your numbers. Talk to an AlphaZ International advisor and see what controller-led accounting looks like for your business.
Services
Information
- alphazinternational.ai@gmail.com
- +1 (786)-922-7431
- 1460 Clearview Circle Corona, CA 92882