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Clear financial strategy is the foundation of long-term business success. We help entrepreneurs and small business owners build data-driven plans that support growth, funding, and operational decision making. From multi-year financial forecasting to cash-flow modeling and breakeven analysis, we deliver the clarity lenders, board members, and partners expect from a well-run organization.
Services Include:
3–5 year financial projections
Cash flow modeling and forecasting
Profit and margin analysis
Break-even calculations
Scenario and sensitivity modeling
Pricing and cost strategy evaluation
Financial dashboards and KPI reporting
Budget development and controls
Revenue planning and forecasting cycles
Outcomes You Can Expect:
Clarity on financial viability and growth potential
Transparent projections trusted by lenders and partners
Data-backed decision making
Improved cash management
Identified cost efficiencies and margin opportunities
Forecasts tailored to capital access, grant compliance, and investment cases
Ideal For:
Businesses seeking capital or lender approvals
Companies preparing for scaling or expansion
Organizations needing professional forecasting or board-ready materials
Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.
Clear financial strategy is the foundation of long-term business success. We help entrepreneurs and small business owners build data-driven plans that support growth, funding, and operational decision making. From multi-year financial forecasting to cash-flow modeling and breakeven analysis, we deliver the clarity lenders, board members, and partners expect from a well-run organization.
Services Include:
3–5 year financial projections
Cash flow modeling and forecasting
Profit and margin analysis
Break-even calculations
Scenario and sensitivity modeling
Pricing and cost strategy evaluation
Financial dashboards and KPI reporting
Budget development and controls
Revenue planning and forecasting cycles
Outcomes You Can Expect:
Clarity on financial viability and growth potential
Transparent projections trusted by lenders and partners
Data-backed decision making
Improved cash management
Identified cost efficiencies and margin opportunities
Forecasts tailored to capital access, grant compliance, and investment cases
Ideal For:
Businesses seeking capital or lender approvals
Companies preparing for scaling or expansion
Organizations needing professional forecasting or board-ready materials
Hourly Rate: $75/hr
A minimum of four (4) billable hours ($300) is required to initiate services. All time, including the initial four hours and any additional work thereafter, is tracked and invoiced in 0.15-hour (9-minute) increments at $75/hr.