Make Better, Faster Business Decisions With DHAC Fractional FP&A
Services
We work with Small and Medium-Sized Businesses in Ontario looking to outsource their FP&A function.
We receive your financial data every month. Run your FP&A processes using our systems, and provide you with a monthly, interactive, FP&A reporting package.
Meet the Owner and See Our Work
All sample reporting packages provided below show what you can expect to receive while working with DHAC. They are based on the same underlying financial data for this sample organization, but demonstrates some of the different FP&A approaches that can be taken, demonstrating how we customize the FP&A process according to the needs of your organization.
Is your Organization Struggling With?
Hiring or developing FP&A expertise in-house?
Unanswered questions about the "story behind the numbers?"
FP&A routines that lack the context of business performance metrics?
Receiving Business Advisory Services from a CPA firm only on an annual basis?
We get it - finding affordable FP&A expertise is hard for small to medium-sized businesses!
That’s why we focus exclusively on FP&A, providing the same core FP&A concepts that big-businesses use, but delivered in a way and at a price point that works for you.
Led by David Hudson, an experienced FP&A professional, we empower you to make better business decisions by delivering:
Fractional monthly FP&A services starting at $3,000 per month
Interactive reports, complete with robust visualizations, and customized to your business
Monthly in-person report presentations at your place of business
We are pleased to offer demos to potential clients.
As part of the demo, we follow a structured process and will develop three reporting package similar to the examples provided on this website, but using your organization's summarized financial data.
It will also discuss the implementation and data submission process.
Demo are provided by David, and are normally conducted in person at your place of business and take about half a day.
All you need to do is submit your financial statements and let us know a bit about what you would like to accomplish from your FP&A system.
Request a Demo
Request a Demo
If you are a small or medium sized organization location in Ontario and are ready to give us a few hours of your time, then we would be happy to give you a demo.
Either a introductory call or booking a demo are both great options as the first step in getting in touch with DHAC and can be booked here.
As part of the demo, we follow a structured process and will develop three reporting package similar to the examples provided on homepage on the see our work section, but using your organization's summarized financial data (or mock financial data under your organization's data structure if you prefer). It will also discuss the implementation process and the data entry tool. Demo are provided by David, and are normally conducted in person at your place of business and take about half a day.
The reporting packages will demonstrate:
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What to expect during implementation
What to expect in the first year
An "up-to, not-to-exceed" level of detail in the reporting package
Implementation Process
We can be flexible regarding the speed and method in which we can implement your newly outsourced FP&A system.
In general, the closer your chosen FP&A objectives are to the data that is currently available in your organization, the smoother the implementation process will go, and implementing new FP&A objectives on a step-change basis is usually recommended.
Please reach out to us is you have questions regarding implementation, there is no one-size fits all solution.
Also, please see links below to get a sense of what to expect during the implementation process, as well some best practices to consider.
Hybrid In-House / Outsourced FPA& Systems
The degree to which FP&A activities are already in place at your organization will not only help the implementation process, but it will also strengthen the overall quality of your FP&A system.
If your existing FP&A processes are working well there is no need to decommission them. They can be ran in-parallel with DHAC's systems.
In-house FP&A processes are generally integrated into the outsourced FP&A system by using one or a combination of the three methods outlines below:
Treating the output of an in-house system as an input to the outsourced system
Keeping detailed data in the in-house system and summarized data in the outsourced system.
Scoping out specific FP&A objectives, or specific views to be ran with the in-house system
Is the Process Flexible?
Implementing new FP&A objectives, and refining the reporting package should happen on a regular basis and is evidence of a well-functioning FP&A process. How we go about brining your FP&A objectives to life involves:
Changing or adding FP&A objectives or views (pages in the reporting package)
Requesting more data or business preformance metircs
Re-structure existing non-GAAP data
But how to go about using the mechanisms above, how to create a reporting package that meets your organization's needs, is where we come in and rely on our extensive FP&A experience to bring your ideas to reality.
Does the Process Run Smoothly?
We have developed our firm with two main objectives in mind:
To provide the highest quality FP&A reporting available to small and mid-sized business in Ontario on an outsourced basis
To minimize the time and effort required from our clients to support the FP&A process
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Reduce the time required to comprehend the "what", and free up time to focus on the "why", and the actions items.
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Time saving recommendations for forecasted data, to forecast using a rules-based approach or re-use previously submitted info to DHAC.
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Various reviews tools, so when you click "submit" you know the data is right.
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Based on virtual machines running in Microsoft Azure, a powerful yet easy to use method to interface directly with DHAC's systems and databases.
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What is a Typical Monthly Process working with DHAC?
After completion of the implementation process, on a monthly basis you can expect to:
Submit data to DHAC assisted by the use of the data entry tool
Receive reporting packages similar to the examples provided above
Receive an in-person monthly review meeting held at your place of business led by David
Received ongoing support to:
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Interpret the findings of the reporting package
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Advice on how to define and implement new FP&A objectives
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Preform monthly updates to the reporting package as part of a continuous improvement process.
How getting started works
Submit your documents
Send us your financial statements, and we will show you how your organization’s financial data can come to life in a DHAC reporting package.
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Receive monthly reports
Start receiving monthly reporting packages based on the data that you are already tracking in your organization.
Make better business decisions
Continuously improve the reporting package each month, by implementing more or different FP&A objectives and bringing in more data if required.
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Why DHAC
At DHAC, we understand that you need an FP&A process that provides clear, actionable insights—delivered in time to make critical business decisions. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.