Financial Planning & Analysis

Ideal For

A DSP who wants to maximize profitability and benchmark against their peers within Amazon, FedEx, and beyond.

Service Details

DMGgo’s FP&A service provides an in-depth monthly analysis of key performance indicators. This service goes hand in hand with Bookkeeping and Invoice Reconciliation services.

  • Direct API to Accounting Software for Timely Reporting
  • Benchmark Reporting vs. Budget vs. Industry average
  • Cash Flow Analysis
  • Profitability Analysis
  • Fleet Cost vs. Revenue Analysis
  • Suggestions on Improvement to Meet Targets
  • Industry Best Practices


  • Save Time: A typical DSP does not have 10+ hours each month to effectively review, audit, and optimize their financials. That is what our experienced team and FP&A service delivers.
  • Save Trouble: Our team of experts leverages proven processes, technology, and benchmarking data to help you optimize your business. 
  • Save Money: A typical DSP is able to improve profitability by 10%.


Included with Bookkeeping

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Financial Planning & Analysis

Case studies

Set Me Up For Success

After moving through multiple bookkeepers and internal staff, a DMGgo partner came to us looking for consistency and accuracy in their month-to-month financial information.

A DSP did not have prior processes in place to support consistent and accurate financial information to adequately assess their financial health at the end of each month.

DMGgo re-organized our partners chart of accounts to support readability and comparability to industry peers. We implemented standard weekly processes to ensure financial data was tracked and monitored in a timely manner. After the first month using our bookkeeping service, our partner had up to date information within a week of the month ending. We also provided standard reports along with a fluctuation analysis to assess changes to the company’s financial information over time.


“DMGgo provided me with the needed internal processes and procedures to effectively manage the financial health of my business. I’m able to trust that my financial statements are accurate and allows me to be a better decision maker for my business.”
DMGgo Partner, Fort Worth, using TX Bookkeeping Service