FP&A for early-stage recurring revenue companies

Clean numbers for your next board meeting.
And every one after that.

Most companies at your stage have a finance function that hasn't caught up to the business. Setpoint closes that gap — model, forecast, and variance analysis, so every board meeting starts with numbers that hold up.

One monthly cycle. No surprises.

Sound familiar?

You’re a week from the board meeting and the scramble hasn’t started yet, but it’s about to.

A question about gross margin turned into a conversation about the model.

The budget got approved. You’re still not sure you believe it.

That’s not a headcount problem. It’s an infrastructure problem.

Three steps. One clean monthly cycle.

Step 01

You send the inputs.

Each month, you send a defined set of source data: actuals, headcount updates, and the operating inputs needed to refresh the model.

Step 02

We refresh the model and reporting.

We integrate actuals, refresh the forecast, update the variance analysis, and prepare the reporting package.

Step 03

We meet, review, and close.

One meeting. We walk through what changed, what matters, and what needs attention. Then the cycle is done until next month.

Your time commitment is the inputs. The rest happens on our end.

Defined deliverables. No surprises.

One-time onboarding

P&L mapped for functional and natural reporting
Forecast model configured
Board and management reporting views
Budget integrated where applicable

Every month

Actuals integrated and variance analysis updated
Forecast refreshed monthly — revenue and expense
Board and management reporting package, separated
Monthly review meeting — typically an hour, sometimes less

A strong fit when the board is in the room and the finance infrastructure isn’t there yet.

A strong fit when

Outgrown spreadsheets, not ready for a full finance hire
Board in the room, reporting expectations are real
Looking for infrastructure, not strategy

Not a fit

Pre-revenue
Has in-house FP&A coverage
Needs a fractional CFO or fundraising support

Every high-performing system has a setpoint, a value it corrects toward.
We exist to keep your numbers correcting toward the plan.

Eric George

Founder, Setpoint Finance

Led FP&A at Templafy, Shutterstock, and Medidata, taking forecast variance from double digits to under 3% at each. The work was never just the model. It was helping leadership see what was changing and what actually mattered.

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