Frequently Asked Questions

What exactly is FP&A as a Service (FPAaaS)?

FP&A stands for Financial Planning & Analysis, and it’s packaged into a done-for-you service so you can have big-company insights—without the big-company payroll. I help you with reporting, forecasting, budgeting, and making confident financial decisions for your growing business.

What kinds of businesses do you work with?

I specialize in helping small businesses and startups—especially founders who’d rather focus on building their dream than building spreadsheets. Whether you’re an e-commerce brand, SaaS startup, or growing service provider, it’s covered. Different industries pose different challenges and that is always exciting!

Who is doing the work?

NorthSight Financial Consulting is a one-man agency, ran by Michael, the founder. NorthSight Financial Consulting does not employ other analysts, or outsource work to any other entity. You'll work directly with me through the entirety of your experience.

Do you need access to my financial data?

In short, yes. To be a finance partner who can provide value and insights, access to financial data is necessary. This would include any point of sale (PoS) systems, accounting software and any other programs/systems you may be using.

How often will we meet or communicate?

In the beginning it may be necessary to meet a number of times as I get acquainted with your wants, needs, and goals as well as start digging into the financials. After that, it will move to 2 monthly live check-ins. I also provide access to a central portal you can use to chat and reach out to me anytime (responses will be answered within 48 hours).

Why are there limited monthly check-ins?

Good question. The goal for NorthSight Financial Consulting is to provide trusted financial support for multiple clients, not become a full-time hire solution. The scope of meetings are limited to ensure I meet a professional and reliable standard and provide quality support to all clients.

Is there a contract?

There is not an official contract, but upon purchasing services you will need to agree that you have read our terms and conditions. This is a subscription based service, but can be canceled at any time.

How does payment for services work?

Simple. Billed upfront for the subscription services before each month begins utilizing the secure Stripe platform for payments. Since this is a subscription based service, it is recommended to set up auto-pay to keep things smooth!

Can I cancel my subscription at any time?

A good FP&A resource is a trusted business partner. The goal is to provide you continued financial support by getting to know your numbers and your business to continue building on successes. However, if you need to cancel, just reach out and let me know. There are no long-term contracts!

Is my financial data safe with you?

Yes, 100%. Secure systems for data storage and file sharing are used. Confidentiality is baked into the terms of service, and we treat your sensitive info like it’s our own.

Will you build and manage my bookkeeping?

Yes. A good finance partner manages the P&L and accounting setup as well to help provide overall clarity and ownership. This is what I suggest and prefer all my clients understand so that I can get things set up correctly for long-term success.

Do you work in Google Sheets or Excel?

Google Sheets provides flexibility and dynamics in sharing and reporting that has been the standard to use lately. However, Excel has been a go-to forever and I am happy to use that.

Where is the support based?

I am headquartered in central Texas which allows for widespread coverage.