Financial Consulting Services

Entrepreneurs and small business owners who want financial structure, insight, and strategy to guide smarter decisions and sustainable growth. Great for businesses seeking clarity quickly—without a long-term commitment..

Financial Consulting services are designed to help owners understand their numbers, strengthen profitability, and make confident, data-driven decisions. We take a holistic look at your financial performance, identify opportunities for improvement, and develop actionable strategies to support sustainable growth.

Project Based Engagements

    • Review last 3 years of financials

    • Ratio & performance analysis

    • Identify risks & opportunities

    • 60-min strategy call + written report

    • 12 - 18-month forecast (P&L, Balance Sheet, Cash Flow)

    • Scenario & sensitivity analysis

    • Growth and cash planning

    • Identify 5–10 critical financial and non-financial KPIs

    • Build custom dashboard

    • Monthly reporting template

    • Expense & vendor review

    • Identify savings opportunities

    • Prioritized cost reduction roadmap

    • Process Audit (AR/AP, cost reduction, working capital)

    • Bank / Investor Pitch Deck

    • Valuation Report (FMVA-style)

    • Financial Readiness & Clean-Up

    • Business creditworthiness evaluation and scoring review

    • Internal control review and recommendations

    • Recommendations for credit limits and policies

    • Review of payment history and credit terms

    • Customer and vendor credit risk assessments

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