Financial services that give you clarity and control
From financial modeling and CFO-level analysis to bookkeeping, dashboards, and cash flow forecasting — everything you need to run your business on numbers you can trust.
Financial Modeling
Comprehensive financial modeling for US startups and growing businesses with 5-year projections, scenario analysis, and investor-ready deliverables.
- 5-year financial projections with transparent assumptions
- Revenue forecasting and cost structure analysis
- Cash flow modeling and break-even analysis
2-3 weeks
Financial Statements
GAAP-aligned financial statement preparation and review for US businesses — P&L, balance sheet, cash flow, equity statement, and notes.
- Income Statement (P&L) with period-over-period analysis
- Balance Sheet — assets, liabilities, and equity
- Cash Flow Statement reconciling profit to cash
1-2 weeks
Accounting & Bookkeeping
Done-for-you bookkeeping for US small and growing businesses via QuickBooks, Xero, SAP, Excel, and more.
- Daily or weekly transaction categorization and posting
- Bank, credit card, and payment gateway reconciliation
- Accounts payable and receivable tracking
Ongoing service
Financial Analysis
CFO-level financial analysis and performance review for US businesses — margins, ratios, benchmarking, and actionable insights.
- Profitability and margin analysis by segment
- Liquidity and solvency ratio assessment
- Efficiency and productivity metrics
2-3 weeks
Financial Review
Independent financial review and limited assurance for US businesses — GAAP compliance, controls, and lender-ready reporting.
- Financial statement accuracy and consistency review
- GAAP compliance verification
- Internal controls assessment (revenue, expenses, cash)
2-4 weeks
Interactive Dashboards
Custom interactive financial dashboards for US businesses — real-time KPIs, cash position, and automated reporting.
- Live financial statement accuracy and consistency tracking
- Internal controls and compliance monitoring
- Operational efficiency and margin trend metrics
2-4 weeks
Business Planning
Investor-ready business plans and strategy for US startups — market analysis, financial projections, and funding requirements.
- Executive summary and value proposition
- Market analysis and competitive positioning
- Go-to-market and operating model
3-5 weeks
Cashflow Forecasting
13-week rolling cash flow forecasts and runway planning for US startups and growing businesses.
- 13-week rolling cash flow forecast with weekly actuals
- 12-month annual cash plan linked to budget and model
- Cash runway and monthly burn rate visibility
2-3 weeks
Key Financial Metrics for SaaS
Dynamic SaaS metrics dashboards (ARR, LTV, CAC, churn, NDR, NRR, and more).
- ARR/MRR tracking
- LTV/CAC analysis
- Churn monitoring
3-4 weeks
Not sure which service you need?
Book a free strategy call and we'll help you figure out exactly where to start — no pressure, no obligation.
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