How I Can Help
Financial Statement Analysis
Understand why profits have changed, where cash flow is under pressure, and which areas of your business need closer attention.
What I review
Revenue and cost trends, profitability, liquidity, and key financial ratios based on your financial statements and supporting data.
What you receive
A written summary of key findings, supporting charts and ratios, and practical points to investigate or address.
Financial Modeling
See how changes in sales, costs, or business plans could affect your profit and cash flow before you commit.
What I build
Excel models with editable assumptions, financial forecasts, and scenarios tailored to your business question.
What you receive
An Excel model you can update, clearly documented assumptions, and a summary explaining the results and key sensitivities.
Business Decision Support
Compare the financial implications of pricing choices, new projects, or expansion plans.
What I assess
Break-even requirements, projected costs and returns, and the trade-offs between your options.
What you receive
A comparison of the agreed options, relevant calculations, and a written conclusion explaining the assumptions, risks, and factors that could change the decision.
The scope, deliverables, timeline, and fee are agreed before work begins.
How We’ll Work Together
1. Share Your Project
Tell me about your business, the question you want to answer, and the data you have available.
2. Agree on the Details
I’ll review your requirements and propose the scope, deliverables, timeline, and project fee. We’ll agree on these before work begins.
3. Review the Results Together
I’ll complete the analysis or model and walk you through the findings, assumptions, and limitations, so you can use the results to inform your next decision.
