Data-Led Strategy. Real-Time Insight. Smarter Financial Decisions.
In a world of constant change, businesses need more than historical data, they need forward-looking intelligence. At Unison Direct, our FP&A services deliver exactly that: agile forecasting, clear financial visibility, and strategic decision-making support that empowers growth.
Whether you’re a startup building investor trust, an SME seeking tighter control, or a scaling business preparing for expansion, our outsourced FP&A solutions help you see around corners, react with confidence, and plan for long-term success.
Why Financial Planning & Analysis (FP&A) Matters
FP&A is the bridge between finance and strategy. It’s about turning numbers into narratives and narratives into results.
At Unison Direct, we provide dedicated FP&A experts who help you:
By outsourcing FP&A, you gain high-quality, real-time insight without the cost of building an internal team, all tailored to your sector and growth goals.
Why Choose Unison Direct for FP&A Outsourcing?
We don’t just build reports. We deliver clarity, confidence, and strategic alignment.
American businesses trust Unison Direct for FP&A because we offer:
-
Dynamic Budgeting & Forecasting
-
Scenario Planning & Sensitivity Analysis
-
Cash Flow & Working Capital Projections
-
Variance Analysis & Cost Control
-
Custom Dashboards & Strategic Reporting
-
Investment-Ready Financial Modelling
-
Offshore Efficiency with US-Quality Standards
Whether you need monthly dashboards or support with fundraising, we tailor every FP&A solution to your leadership, stakeholders, and business models.
Our FP&A Services Include:
From tactical cost control to long-term strategic planning, we help finance teams transform data into decisions.
Industry-Specific FP&A Solutions
We understand the financial dynamics of different sectors, and we build models and insights that reflect them.
Our FP&A experts’ support:
-
Construction & Property Development (project-based cash flow, drawdowns, profit recognition)
-
Healthcare & Care Homes (payer mix, staffing forecasts, regulatory reporting)
-
Retail & E-Commerce (channel profitability, inventory forecasts, seasonal modelling)
-
Lettings & Real Estate (rental income projections, maintenance cost planning)
-
Manufacturing & Industrial (unit economics, cost-of-goods forecasting, capacity planning)
-
Education & Training Providers (enrolment-based forecasting, grant allocations)
-
Legal & Professional Services (billable utilization, partner performance dashboards)
-
Freelance & Creative Industries (cash flow smoothing, retainer & project tracking)
We speak your industry’s financial language ensuring relevance, accuracy, and insight.
Why US Businesses Choose Unison Direct
At Unison Direct, our FP&A team becomes your trusted partner in performance
Here’s what sets us apart:
From supporting board meetings to scenario planning for market shifts, we bring clarity, control, and confidence to your financial strategy.
How It Works with Unison Direct
Step 1:
Discovery Call
We review your current setup, challenges, and short- and long-term goals.
Step 2:
Custom Planning Framework
We build a framework based on your income, operations, and risk appetite.
Step 3:
Data Collection & Tool Setup
We connect with your accounting or finance software and gather the necessary inputs.
Step 4:
Regular Reporting & Reviews
You receive clear reports and updated forecasts at your preferred cadence.
Step 5:
Continuous Support & Insights
Ask questions, test scenarios, and update strategies - we’re always on hand to help.
Frequently Asked Questions
FP&A stands for Financial Planning and Analysis. It helps you track your finances, plan budgets, forecast future outcomes, and make data-backed decisions. Whether personal or business-related, it brings structure and strategy to your financial life.
While financial advisors often focus on investments and wealth planning, our FP&A outsourcing services focus on operational finance — budgeting, forecasting, scenario analysis, and cash flow visibility. It’s a practical, numbers-driven service for managing day-to-day and future decisions.
Yes. Accountants handle tax filing and compliance. FP&A complements their work by helping you plan ahead, monitor performance, and make better financial decisions year-round.
We support tools like QuickBooks, Excel, Google Sheets, Xero, and other cloud-based financial platforms. We also create custom reporting templates if needed.
We typically onboard new clients within 3–5 business days. After a quick discovery call, we’ll set up your framework and start building your first reports.
If your team needs more visibility, better reporting, or sharper planning, Unison Direct’s FP&A experts are here to help you build a smarter financial future.