Strategic finance & FP&A
Strategic finance for growing businesses.
Get the forecasting, analysis and financial decision support of a sophisticated finance team — without building one in-house. AI-enabled analysis, reviewed by experienced finance professionals.
Stop spending your Sundays building reports. Wake up Monday knowing exactly how your business performed.
Monday finance brief
Period ending August 31 — illustrative demo data
Finance confidence
94% · High
Revenue
$4.82M
+8.2% vs plan
Gross margin
41.8%
-120 bps vs plan
Cash
$7.4M
+$0.3M vs forecast
FY revenue forecast
$61.2M
+1.4% vs plan
What changed
Revenue exceeded plan by $365K.
Why
Enterprise performance exceeded forecast while consumer demand remained approximately on plan.
What matters
Gross margin declined because promotional mix increased.
Recommended action
Reallocate $150K of Q4 marketing spend toward the two highest-return channels and delay planned Region B hiring until October.
Confidence reflects source data completeness, reconciliation and agreement across independent analyses. All figures on this page are illustrative.
The gap
Accounting tells you what happened. Finance tells you what to do next.
Accounting is no longer enough, and a full internal finance department is too expensive. Archibald Ventures fills the gap between the two.
Bookkeeping
Records the business.
Accounting
Closes and reports the business.
Archibald Ventures
Forecasts, analyzes and helps manage the business.
What happened?
Why did it happen?
What happens next?
What should we do about it?
Problems we solve
The questions that don't have an answer in your accounting file.
Can we afford to hire?
Why did margin decline?
Where should we invest?
Why is cash tight when revenue is growing?
Should we open another location?
What happens if revenue misses plan by 10%?
Which customers, products and locations actually make money?
What are the three things I should be worried about?
What you get
Tangible finance output, every cycle.
Not advice in the abstract — the actual work product a finance department produces.
Rolling forecast
Revenue, expense and cash forecasts kept current, not rebuilt in a panic.
Cash outlook
A clear view of the next six to thirteen weeks and the months beyond.
Management report
A written monthly read of performance, risks and opportunities.
KPI dashboard
The handful of measures that actually drive your business.
Variance analysis
Budget and forecast vs. actual, explained in business terms.
Scenario model
What happens if you hire, expand, discount or miss plan.
Strategic recommendations
A specific recommended action, not a data dump.
How it works
Five steps from raw financial data to a decision.
01
Connect
We understand the business, its drivers and your financial data.
02
Analyze
We build the forecasting, reporting and financial models the business needs.
03
Challenge
Specialized analysis and AI test assumptions and surface issues early.
04
Review
Experienced finance professionals review every important conclusion.
05
Act
Management receives clear recommendations and next steps.
Engagements
Start with a diagnostic. Continue with a finance relationship.
Engagements are scoped to your business complexity and needs. Scope scales with revenue, complexity, entities, locations, data sources and reporting cadence.
Entry engagement
Finance Diagnostic
A focused review of your reporting, forecasting, cash visibility, KPIs, budgeting, data quality, finance processes and upcoming decisions. You leave with a written diagnostic report: current-state assessment, key financial risks, reporting and forecasting gaps, opportunities identified with potential financial impact, recommended improvements and a 90-day finance roadmap — whether or not we work together afterward.
Foundation
A professional FP&A foundation for businesses that need reliable forecasting, reporting and cash visibility.
- Monthly financial performance review
- Budget vs. actual analysis
- KPI dashboard and cash outlook
- Rolling forecast
- Risks and opportunities summary
- Monthly finance meeting
- AI-assisted analysis with human review
Growth
For companies making regular operating and investment decisions and needing deeper analytical support.
- Everything in Foundation
- More frequent forecasting
- Department, channel and location analysis
- Scenario planning and margin analysis
- Headcount planning
- Investment and business-case modeling
- Increased finance leadership access
Strategic
A sophisticated, embedded finance function for complex businesses — without building a full internal team.
- Everything in Growth
- Long-range planning
- Advanced scenario modeling
- Capital allocation support
- Executive and board reporting
- M&A and expansion support
- Regular executive finance meetings
Major projects — annual budget builds, financial model builds, acquisition models, expansion analysis, fundraising models, board packages, forecast rebuilds and finance automation — are quoted separately.
Who this is for
Growing businesses that have outgrown historical reporting.
- You already have bookkeeping and accounting support
- Reporting is primarily historical
- Forecasting is manual, inconsistent or nonexistent
- The owner or CEO is still doing significant financial analysis personally
- Multiple products, locations, channels or departments
- Hiring, investment and cash decisions are getting harder
- You cannot yet justify a complete internal finance department
Not a fit today
- Bookkeeping only
- Tax preparation
- Payroll processing
- Very early businesses with little financial complexity
Most engagements sit in the range of roughly $2M–$50M in revenue, though complexity matters more than size.
Founder
Experienced finance leadership, not a software subscription.
Career experience of the founder. These results were achieved in prior roles, not on behalf of Archibald Ventures clients.
10+ years across FP&A, commercial finance and accounting
Experience across omnichannel retail, travel and healthcare
Managed forecasting supporting approximately $500M in annual revenue
Built financial models that helped identify and realize $10M+ in acquisition synergies
Built financial roadmaps supporting 18 new showroom locations
Partnered directly with executives on major financial decisions
Your numbers should make your next decision easier.
Start with a focused review of your financial reporting, forecasting and decision-making needs. Leave with a clear roadmap — whether or not we work together afterward.