Description
I provide comprehensive financial analysis and business planning services for small and medium-sized businesses in New York and remotely for clients nationwide. I start with a brief consultation to understand your current situation, review your financial documents, and define the project scope. I explain in plain English the necessary actions, potential risks, and deliverables at each stage.
I work with financial statements, cash flow projections, budget templates, and financial modeling software. I meticulously verify all data, maintain strict confidentiality, and align on key financial assumptions before finalizing any reports. For businesses, I offer ongoing fractional CFO support; for individuals, I provide one-time financial health checks or business plan preparation.
With practical experience in financial modeling and a commitment to deadlines, I ensure you have the insights needed to make informed decisions. Meetings are available in New York or via Zoom. Pricing and workflow are determined after understanding your specific needs.