Business Planning & Analysis

Smart decisions start with a clear view of what’s ahead.

To stay competitive in today’s fast-moving business environment, you need insight that looks forward, not just backward. Our business planning and analysis services help you anticipate challenges, seize opportunities, and make confident decisions that drive sustainable growth. From budgeting and forecasting to financial modeling and performance monitoring, we give you the tools and expertise to plan with clarity and act with confidence.

We provide future-focused financial planning support tailored to your business. Whether you need robust budgeting and forecasting, detailed variance analysis, or strategic financial modeling, our advisors help you turn data into actionable insights — so you can allocate resources wisely and keep your business on track for long-term success.

What We Offer

Reporting & Dashboarding
Budgeting & Forecasting
Decision Support

Let us help ensure your payroll is done right.

Build a smarter, stronger financial foundation with strategic support, executive insight, and scalable solutions all in one place.

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WHAT OUR CLIENTS SAY

The numbers mean something. They're information; they're not just data. With that information, we can then look at the business and make decisions that make sense.

Leo Etcheto

Nutrium

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Let’s work together to build a plan that positions your business for long-term success.

Our experienced advisors partner with you to enhance financial performance, improve decision-making, and navigate complex challenges with confidence.

Business Planning & Analysis Leadership

Lisa L. ChaffeeCPA

Partner/Client Accounting Services Practice Leader/Board of Directors/Market Leader

Since 1995, Lisa has served nonprofit clients, as well as small business and individual clients. She often works on accounting and consulting projects with clients in addition to compliance projects. Lisa is an experienced leader who served as a department head for 14 years, a market leader for over 2 years and now is the Outsourced & Managed Services Practice Leader.

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Selina Hansen

Principal

Selina is a trusted advisor and experienced manager who provides business solutions, including technology solutions to help streamline processes for clients. She leads by example and possesses excellent communication and decision-making skills