Fractional Financial Planning & Analysis
From Data to Strategy—Transforming Financial Insights into Action

In need of clearly defined actionable financial plans?
In today’s fast-moving business world, companies need more than just number crunching—they need strategic financial partners who can turn complex data into clear, actionable plans. At CompassPoint Consulting, our Fractional FP&A services provide expert financial analysis and practical guidance, giving you the insights you need to drive profitability, manage risk, and scale effectively.
Leverage our expertise in forecasting, budgeting, and scenario planning to build confident short and long-term financial strategies. Our experience in cutting-edge tools and seasoned expertise help you navigate today’s challenges while planning for tomorrow’s opportunities.


Why Choose Fractional FP&A?
Our Approach
We believe that great FP&A starts with clean, reliable data and a structured approach. Our services include :

Data Infrastructure Optimization
Strategic Financial Modeling
Forward-Looking Insights
Custom Performance Analytics
Team Development & Training
Let’s Talk
Frequently Asked Questions
Some frequently asked questions about the service that you may have questions about
How does a Fractional FP&A service benefit my company?
When should I consider hiring a Fractional CFO or FP&A expert?
You're scaling your business and need financial strategy support.
You require accurate forecasting and financial planning but lack an internal team.
You're preparing for an investment, merger, or acquisition and need expert guidance.
Your current financial processes are inefficient or lack clarity.
You want strategic insights but don’t need a full-time CFO.
How does the engagement process work?
Assess your financial data, processes, and reporting needs.
Assign a tailored Fractional CFO or FP&A expert suited to your industry.
Develop a customized financial strategy and implement necessary tools.
Provide ongoing insights, reports, and strategic guidance based on your business needs.