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Financial consulting and FP&A: clarity on where your cash is going

Financial planning and analysis (FP&A) for companies that need more than a bank statement to make decisions: budgeting, projections and indicators that support sound management choices.

Talk about this service

3.02 · Service

What's included

  • Annual budgeting and planning
  • Cash flow and projections
  • Financial modeling (DCF, business case)
  • Management indicators and dashboards
Who it's for

Companies that need to decide with numbers

Businesses that feel cash getting tight without understanding exactly why — or that need to justify a decision with numbers, not intuition.

Method

Modeling with explicit assumptions

Every projection starts from documented, revisable assumptions — not a spreadsheet only one person understands.

Deliverable

Management dashboards

Indicators tracked with the same regularity as a monthly closing — for decisions made in time, not after the fact.

How we work

Tailored to each client and each project

01

Initial conversation

You share the context on WhatsApp, through the form or by video call. We reply within 2 business days.

02

Diagnosis

We gather documents and information to understand what actually needs to be done.

03

Tailored proposal

Scope, timeline, format (monthly or per project) and fee defined for your case, in writing.

04

Delivery and follow-up

Deliverables and meetings agreed in the proposal, with reports in plain language.

Frequently asked questions
What is the difference between FP&A and CFO as a Service?

With FP&A consulting, we build planning, projections and indicators for your team to run. With CFO as a Service, Vulpini takes on the finance director role on a fractional basis.

How long does the budget take?

The timeline is defined in the proposal, according to the company’s complexity and the quality of the available data.

How much does it cost?

Every engagement is quoted individually. After the initial conversation, we send a proposal with defined scope, timeline and fee, with no obligation.

Do you work outside São Paulo?

Yes. We serve clients across Brazil remotely.

Want clarity on your cash flow numbers?