An FP&A treatment plan for a behavioral services company​

Picture this...

You’re a growing multi-center behavioral health services company that treats substance abuse and other co-occurring disorders. You recently hired a new CFO, who discovers the team needs help. You’re struggling with inadequate budgeting and forecasting processes, setting performance benchmarks, and getting insight into key drivers of growth and profitability to enable sound decision-making.

You turn to Accordion.

We work in collaboration with the new CFO across the function, including: ​

• Understanding key drivers and metrics to build a location-by-location forecasting model. ​
• Creating a 6+6 forecast, including multiple prior-period adjustments for the recognition of timing differences to allow for more consistent comparisons.​
• Building the company’s first full forecasting model enabling near- and long-term views of P&L results, balance sheet, and cash flows.​
• Creating a comprehensive cost-of-acquisition and customer lifecycle model to evaluate different ROI scenarios.

Your value is enhanced.

You establish best-in-class budgeting and forecasting processes to enable more informed and strategic decisions about real-time opportunities and long-term trajectories. As an added benefit, the new robust FP&A techniques also dramatically enhance board and sponsor reporting.