Your cart is currently empty!
Strategic Financial Advisory
We have industry experts that possess a deep understanding of sector-specific challenges and opportunities. Their insights enable them to offer tailored advice that address the unique needs of your business. By leveraging their expertise, Your organization can optimize financial processes, minimize tax liabilities, and navigate complex regulatory landscapes. This level of specialized support would be difficult and expensive to maintain in-house.
50%
Average savings per customer
99%
Satisfaction of the customers.
Our solutions
Explore services we offer for Financial Advisory
With our expertise and commitment to customer satisfaction, we provide the ideal banking solutions for individuals.
Performance measurement
/ Strategy Reviews
We customize a systematic approach to evaluating how well your company is achieving its financial and operational goals and objectives. We apply various metrics and key performance indicators (KPIs) to assess both financial and non-financial aspects of your business.
Strategic planning and budgeting
We help establish clear, measurable financial objectives that align with the overall strategic plan of the organization. Estimating future revenues, expenses, and cash flows based on your data and allocate financial resources effectively to support strategic initiatives and operational needs
Financial Planning
We create a detailed financial plan that outlines expected revenues and expenditures over a specific period.
Business Development
A multifaceted approach that involves strategic planning, investment, risk management, and the establishment of effective financial systems
Sales/Revenue forecasts
Estimating the total income a company expects to generate from its sales over a specific period
Reports & analytics
Creating projections based on sales forecasts, market conditions, economics indicators and historical data. Regularly reviewing actual performance against forecasts to adjust strategies as needed
Our Commitment
Take charge of your financial management
With our expertise and commitment to customer satisfaction, we provide the ideal banking solutions for individuals.
Choose a plan
Flexible Plans, Tailored to Your Needs
Experience our powerful features without compromise
Business Management
Cost Management / Sales Growth Package
$18
/hour
*billed Monthly
Cost, volume, profit analysis and allocation strategies. Analytics, dash-boarding and business intelligenceSales/Revenue/Cash flow forecasting Financial planning, budgeting and analyses and implementation/monitoring.Performance measurement and strategic reviews of costs/expenses in line with revenue projections.Product pricing and profitability analyses.
Cost reduction/control and profitability breakeven analysis and implementation.
Cost reduction/control and profitability breakeven analysis and implementation.
Fractional CFO/Controller
Strategic / Day-2-day Financial Management
$25
/Hour
*billed Monthly
Monthly close, financial consolidation and reportingPayment systems integration into accounting and financial/sales projectionsCapital budgeting and investment/financing analyses.Tax credits and incentives advisoryBoard, audit committee, founders’ reviews and preparationDevelop balance sheet strategies for safety & strength
Integrate financial thought leadership into strategic & operational planning
Integrate financial thought leadership into strategic & operational planning
Business Advisory
Perfect for Larger Organizations
Custom
pricing
for enterprise
Go-to-market road map development and implementationRisk identification, management, optimizationTransaction advisory, due diligence, structuring and capital formationCorporate financing (Debt, Equity or Term loans) arrangement and preparations.Growth strategy assessment and alignmentAPI Integrations
Business Management
Short description here
$15
/month
*billed Monthly
Cost, volume, profit analysis and allocation strategiesAnalytics, dash-boarding and business intelligenceSales/Revenue/Cash flow forecastingFinancial planning, budgeting and analyses and implementation/monitoring.Performance measurement and strategic reviews of costs/expenses in line with revenue projectionsProduct pricing and profitability analyses.
Cost reduction/control and profitability breakeven analysis and implementation.
Cost reduction/control and profitability breakeven analysis and implementation.
Fractional CFO/Controller
Short description here
$18
/month
*billed annually
Monthly close, financial consolidation and reportingPayment systems integration into accounting and financial/sales projectionsCapital budgeting and investment/financing analyses.Tax credits and incentives advisoryBoard, audit committee, founders’ reviews and preparationDevelop balance sheet strategies for safety & strength
Integrate financial thought leadership into strategic & operational planning
Integrate financial thought leadership into strategic & operational planning
Business Advisory
Short description here
Custom
pricing
for enterprise
Go-to-market road map development and implementationRisk identification, management, optimizationTransaction advisory, due diligence, structuring and capital formationCorporate financing (Debt, Equity or Term loans) arrangement and preparations.Growth strategy assessment and alignmentAPI Integrations
our user
What our clients say about user
We have helped clients with Strategic financial planning and budgeting are important financial, planning, analysis, budgeting processes that help organizations align their financial resources with their long-term goals and objectives.
Outstanding service, a great team to work with, and very reasonable pricing for the quality of service.
J. Grande
Portland, OR.
They showed us how to better Integrate our Strategic Financial Planning and Budgeting, facilitating sustainable growth but also balancing short-term needs with long-term aspirations.
Omar. S
Brooklyn, NY
By regularly reviewing our actual sales and expense performance against the budget, they helped identify variances and advised us on necessary adjustments to stay on track.
Yvonne.H
Durham, NC