Historical bookkeeping tells you where your business has been, but to scale successfully, you must know exactly where it is going. If you are planning an expansion, preparing to pitch investors, or simply need to ensure you won't run out of capital in six months, a static spreadsheet is not enough. You need a dynamic, stress-tested financial model.
I am a Financial Planning and Analysis specialist who helps business owners and founders get full visibility into their numbers — without the cost of a full-time finance hire. My services cover everything in the planning and analysis function: monthly and quarterly budgeting, rolling financial forecasts, profit and loss analysis, variance reporting, and management dashboards that translate your numbers into decisions. I build models in Excel and present results in clean, visual formats that non-finance founders can actually use.
Core Deliverables:
3-Statement Modeling: Fully linked and automated Income Statement, Balance Sheet, and Revenue Flow projections (1 to 5-year outlooks).
Revenue Flow Forecasting: Pinpointing exact capital needs and runway so you never face a surprise revenue shortage.
Budgeting vs. Actuals (Variance Analysis): Monthly deep-dives into why your actual spending deviated from your budget, and how to correct course.
Scenario Planning: "Best case, worst case, and base case" modeling to see how market shifts will impact your bottom line.
KPI & Profitability : Identifying the exact metrics that drive your revenue and optimizing them for maximum margin.
Flexible & Transparent Engagement:
I offer a competitive hourly rate for ad-hoc financial analysis and consulting. For custom financial models, I provide fixed-price, milestone-based quotes through Guru's SafePay depending on the complexity of your operations.
Next Steps:
Don't leave your company's future to guesswork. Let's collaborate on your growth strategy. I am ready to review your operational goals through Guru and build the financial architecture you need to scale with confidence.