A clear, user friendly financial model to support your business decisions and pitches. Wondering what this really means? Here's a quick overview, with work samples at the end.
Supports business decisions and pitches:
Dashboard that provides clear insights at a glance
Your story and assumptions are backed by data
Review Actual vs Projected to adapt as needed
Clear and user-friendly:
Looks and behaves more like an app, as opposed to a spreadsheet that makes you dizzy 😵
My Background
Ex-Deloitte CPA, with 20 years of experience. But someone knowing how to "build a model" is only a fraction of what you need to be successful.
You need someone with the ability to understand your business and goals, collaborate with management and work unsupervised. Leading to the best possible end result, with the least possible back and forth.
💬 Interested in a quick chat? Drop me a message
What's included
Dynamic Financial Model
Build to your needs for decision making or funding:
✨ Custom inputs
✨ Cash Flow Forecasts (monthly and annual)
✨ Dashboard with key info
✨ Actual vs Projected
A clear, user friendly financial model to support your business decisions and pitches. Wondering what this really means? Here's a quick overview, with work samples at the end.
Supports business decisions and pitches:
Dashboard that provides clear insights at a glance
Your story and assumptions are backed by data
Review Actual vs Projected to adapt as needed
Clear and user-friendly:
Looks and behaves more like an app, as opposed to a spreadsheet that makes you dizzy 😵
My Background
Ex-Deloitte CPA, with 20 years of experience. But someone knowing how to "build a model" is only a fraction of what you need to be successful.
You need someone with the ability to understand your business and goals, collaborate with management and work unsupervised. Leading to the best possible end result, with the least possible back and forth.
💬 Interested in a quick chat? Drop me a message
What's included
Dynamic Financial Model
Build to your needs for decision making or funding:
✨ Custom inputs
✨ Cash Flow Forecasts (monthly and annual)
✨ Dashboard with key info
✨ Actual vs Projected