Saperia Consulting home
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Planning and performance

We build the plan, cash forecast, and reporting a professional services firm runs on.

We build them from the firm’s own systems: the books, the CRM, and time data. Then we work through what the numbers show with your leadership, who know the clients and people behind them.

Discuss your firm

What we build

Plan the firm. Measure how it performs.

The plan

Driver-based plans by practice, built from the people and time behind the revenue, with capacity and hiring plans and rolling forecasts through the year.

Headcount · hours · rates · utilization

The cash forecast

A weekly cash forecast built to refresh from the books and checked each week against actual.

13-week cash flow · rolled weekly · checked to actual

The reporting

Monthly packs, board and lender pages, and margin by client, engagement, practice, or person, from one set of definitions the whole firm measures the same way.

Management · board · lender · profitability

For firms where revenue runs through people: accounting and advisory, IT and managed services, management consulting, executive search, engineering and architecture, and agencies. Who we work with

Plan and section of the building: the ring of bays, the courtyard, the domed hall and the gallery

Technical depth

Financial insight, built into the way the firm works.

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Financial and operating models
Connect revenue, staffing, delivery effort, margin, and cash so leaders can assess plans and tradeoffs.
Power BI and semantic models
Build consistent definitions and reporting for practice and firm performance.
Data integration
Bring finance and operating data together across systems, practices, and acquired businesses.
Workflow automation and applied AI
Reduce repetitive preparation and handoffs, and support analysis and delivery with appropriate review and controls.
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Experience

A career across strategic finance and firm operations.

Nate Saperia, founder

Twenty years in finance, on both sides: advising companies and running finance inside them.

He has advised private-equity-backed CFOs for over a decade and was among the first to build business intelligence into FP&A: from line-level ledger and operating data, through governed reporting, to the value creation plan and its execution in the boardroom.

For four years he also led FP&A and BI inside a private-equity-owned professional services firm: building the annual plan, running board and lender reporting, and leading FP&A through the firm’s sale to new investors. He has worked through an annual planning cycle every year since 2012, and founded Saperia Consulting in 2024 to advise professional services firms on planning and performance.

Managing Director, Accordion. Earlier, VP of FP&A at Spruce Finance, and roles at GE Energy Financial Services and NERA Economic Consulting. AB in Economics, Dartmouth; MBA in Finance, NYU Stern.

Recent work

Recent work with accounting and advisory firms.

Outsourced accounting & transaction advisory

A finance-function assessment to open advisory conversations.

The firm wanted to expand its outsourced accounting work into strategic finance advisory.

Nate built a finance-function assessment that became an entry point for client advisory work, particularly around acquisitions and integrations.

Outsourced finance & advisory

Building the firm’s analytics platform.

The firm was expanding from outsourced services into strategic finance advisory.

Nate built the analytics platform to support the firm’s continued growth.

Start a conversation

What is your firm ready to build?

Tell Nate what you’re trying to build or improve, from an annual plan or a 13-week cash forecast to reporting the whole firm trusts.

Discuss your firm
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