Financial Planning & Analysis
that drives growth.

FP&A as a service to achieve your financial goals

We don’t just forecast the numbers, we make them happen

FP&A as you always wanted it

Take complex and disparate data, and make it easy to understand the trends and drivers

Take the trends and data from the model, and combine with inputs from across the company to show what future results would look like

With the right model, reporting and budget in place we can guide the business to meet the forecast, and drive results.

High Quality. Rapid Delivery.

No more stress about accuracy or timing.

Financial Modeling

Clear, easy to follow models even for the most complex businesses

Financial Reporting

Beautiful and insightful month-end reporting and quarterly board packages.


Lead the process of getting acquired or integrating an acquisition

Operational Oversight

Managing initiatives across the company and tracking results to forecast

Equity raises

Lead the process of raising equity, scheduling meetings, and connecting with potential investors

Debt Negotiations

Modeling out cash flow from debt financing and determining the best financial structure for the company


Improve tracking in the general ledger to align with how decisions are made

Ad-hoc Analyses

Design models and reports for KPI’s, marketing, R&D, and operations

About Me

Over the last 12 years, I have been leading financial planning & analysis at successful, hyper-growth companies. From first finance hire in, all the way through exit.

I’ve implemented financial systems, redesigned the chart of accounts, owned the month-end close, built financial models from scratch, raised millions in equity, renegotiated debt, led the sale of one company and the acquisition of another, and have been through the IPO process. I’ve also led, trained and hired teams to scale with the company’s growth.

And now, I'm looking to use these skills to help awesome leadership teams with amazing products achieve incredible financial results.

When you're ready to get started, let's talk.

— CEO & Founder, Jason Hershman

Deliverables & what to expect

Point offers immediate and on-going impact and replaces expensive consultants and timely onboarding

    • < 6 weeks

      Full working financial model. Completely from scratch to align with your business and aligned with how decisions are made today

    • < 8 weeks

      Deeper understanding of past results and key drivers. Full 24 month budget and cash forecast

    • <12 weeks

      Estimates of each key performance indicator by quarter to keep the business on track

    • Ongoing

      Month end reporting, quarterly board reporting, updated forecasts, department budgeting, equity raises, debt financing, ad-hoc analyses