Financial Modeling & Valuation Services
Ex-PwC Chartered Accountants
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CA & ACCA Certified
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Top Rated Plus on Upwork (4.9★, 115 reviews)
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100+ US Businesses Served
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Financial Modeling & Forecasting for Startups

Investor-ready financial models, business valuations, and revenue forecasts. Built by Ex-PwC CAs who know what investors and lenders actually want to see.

Certified, Qualified & Trusted

🏦 Ex-PwC Big-4 Experience 📋 CA & ACCA Certified ✅ QuickBooks ProAdvisor ✅ Xero Certified Advisor 🔒 Secure & Confidential ★ 4.9 on Upwork — Verify ↗
What We Build

Financial Models That Get Results

Whether you're raising a seed round, applying for a bank loan, or planning your next 3 years of growth — our financial models are built to the same standard we developed at PwC. Clear, credible, and built to withstand investor scrutiny.

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3-statement financial models — P&L, balance sheet, and cash flow fully integrated

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Revenue forecasting — bottom-up and top-down projections with clear assumptions

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Scenario planning — base, bull, and bear cases so you're prepared for anything

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Business valuation — DCF, comparable company analysis, and asset-based valuations

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Startup pitch deck financials — slides and models investors expect to see

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Unit economics analysis — CAC, LTV, payback period, and contribution margins

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KPI & dashboard models — track the metrics that actually drive your business

Financial Modeling
Custom pricing
Project-based pricing depending on complexity and timeline
  • 3-statement integrated financial model
  • 5-year revenue forecast
  • 3 scenario analysis (base/bull/bear)
  • Executive summary & assumptions doc
  • Investor-ready formatting
  • 1 round of revisions included
  • 48hr delivery on standard models
Get a Free QuoteMeet the Team
Use Cases

When You Need a Financial Model

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Raising Investment

Seed, Series A, or angel funding — investors will scrutinize your model. We build models that are credible, defensible, and tell the right story about your growth potential.

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Bank Loans & SBA Financing

Banks want to see you can repay. We build cash flow models and financial projections that give lenders the confidence they need to say yes.

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Strategic Business Planning

Annual planning, expansion decisions, new product launches — a solid financial model turns strategic ideas into numbers-backed decisions.

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M&A and Business Sale

Preparing to sell or acquire? We build valuation models and financial packages that give you a strong, defensible number at the negotiating table.

FAQs

Financial Modeling FAQs

How much does a financial model cost?
Financial modeling is project-based, priced on the complexity of the model and your timeline. A standard 3-statement startup model costs far less than the value it adds in a fundraise or major decision. Contact us for a fixed quote after a short scoping call.
How long does it take to build a financial model?
Most standard models are delivered within 48 hours to one week, depending on complexity and how readily available your historical data is. We agree the timeline before starting.
What's the difference between a financial model and a forecast?
A forecast projects future numbers; a financial model is the underlying, driver-based structure that produces those forecasts and lets you test scenarios. A good model gives you both — projections plus the ability to change assumptions and see the impact instantly.
Will investors take my model seriously?
That depends on its quality. We build models to the standard we used at PwC — clean structure, defensible assumptions, error checks, and a clear three-statement foundation — which is exactly what investors and lenders scrutinize. A weak model undermines your raise; a credible one strengthens it.
Do you update the model after delivery?
Yes. Models should be living tools. We include a round of revisions, and many clients keep us on to update the model against actuals each month, often as part of fractional CFO support.
Learn More

Helpful Guides

GuideStartup Financial Model: What Investors WantGuideStartup Financial Model GuideGuideFinancial Forecasting ServicesGuideReal Estate Financial Modeling
RS
Robert Smith · CA · CFA
Financial Modeling & Automation Lead. CA professional specializing in financial modeling, business valuation, and finance automation for growth-stage businesses and investor reporting.
Abdul Qadir Lakhani, Founder & Lead CFO Advisor
Led by Ex-PwC Chartered Accountants
Abdul Qadir Lakhani · CA · Ex-PwC · ACCA

Your financial model is built to the same standard we used at PwC — clean, defensible, and ready to withstand investor scrutiny.

Book a Free Call
Free Tools

Try our free calculators: CAGR Calculator · ROI Calculator · Cash Flow Forecast Calculator — or see all free tools →

Ready to Get Your Finances Under Control?

Book a free 30-minute call with an Ex-PwC Chartered Accountant. No commitment, no pressure — just clarity.

What happens on the call

  1. You tell us where your numbers are unclear or where cash is going.
  2. We look at your actual figures together — no prepared deck.
  3. You leave with two or three specific things to fix, whether or not you hire us.
Book Your Free 30-Min Call →
No card required No lock-in contracts Ex-PwC CA & ACCA qualified 4.9★ from 115 verified reviews