Helping CPAs and Consultants Deliver Deeper Insights to Their Clients
As a CPA or business consultant, your clients rely on you to guide them through complex financial decisions. But building robust, flexible, and insight-driven financial models can be time-consuming—and that’s where we come in.
With 15+ years of experience in financial modeling for businesses across industries, we partner with CPAs and consultants like you to deliver world-class modeling and analysis support, under your brand or ours.
What We Offer
Custom Financial Models
From startup forecasting to complex M&A models, we design models tailored to your clients’ unique needs—with built-in flexibility, scenario analysis, and audit-ready formatting.
Business Valuation Models
DCF, comparables, and precedent transactions—built with precision and transparency to help your clients make better investment and exit decisions.
Budgeting & Forecasting Tools
Rolling forecasts, annual budgets, and variance analysis models that help your clients plan with confidence.
Feasibility & Project Finance Models
We support infra, real estate, SaaS, and other verticals—so you can help clients assess viability and investor-readiness.
Dashboards & Executive Summaries
Visually compelling and easy-to-use summaries to communicate key metrics, KPIs, and business drivers.
Why Partner with Us?
White-Labeled or Co-Branded Service
Serve your clients seamlessly—we can work in the background or represent your firm professionally.
Scalable & Reliable Support
Whether it’s a one-off engagement or ongoing retainer, we scale with your firm’s growth.
Speed without Compromise
We understand deadlines. Our streamlined process ensures you get high-quality outputs, fast.
India-Based. Globally Aligned.
We bring the cost advantage of India, but the standards and communication expected by international clients.
Ideal For
- CPAs looking to enhance client advisory with deep financial insights
- Consultants needing modeling firepower for strategic engagements
- Fractional CFOs & virtual finance teams
- M&A, VC, and startup advisory firms