Financial Modeling

Planning a new product? Launching a business? Pitching investors? Trying to see what happens if you raise prices or open a second location?

You need a financial model.

Our Financial Modeling service helps you map out the future—based on real numbers, clear assumptions, and honest projections. Whether you’re planning, pitching, or just trying to make smarter decisions, we’ll build you a model that actually makes sense.

No fancy MBA talk. Just numbers you can use.

What’s a Financial Model?

A financial model is a detailed, flexible spreadsheet that shows how money flows in and out of your business over time.

It answers questions like:

• How much will this idea cost to get off the ground?

• When will it break even?

• What happens if sales drop 15%?

• Can we afford to hire?

• What if we raise prices or lower overhead?

• What’s our best- and worst-case scenario?

It’s like a test drive for your money—without the risk.

What We Do

We build custom financial models around your business, goals, and questions.

That includes:

• Revenue projections based on your pricing and pipeline

• Cost breakdowns (fixed, variable, one-time)

• Payroll and contractor expenses

• Capital expenses (equipment, leases, tech, etc.)

• Cash flow forecasting

• Profit and loss projections

• Break-even analysis

• Sensitivity tests (what happens if key numbers change?)

• Clear summary dashboards for fast insight

You’ll get a model you can update and actually use—not just something that looks good in a pitch deck.

Who Needs This

We’ve built financial models for:

• Startups preparing for launch or funding

• Service businesses planning to scale

• E-commerce brands expanding product lines

• Contractors exploring new markets

• Restaurants and shops testing new locations

• Nonprofits pitching to funders

Even solo entrepreneurs can benefit from seeing the road ahead.

Real Examples

A Seattle startup used our model to raise their first round of funding. The investor said it was “the clearest numbers we’ve seen.”

A Portland-based agency wanted to test if hiring two more staff would actually increase profit. Our model showed they’d need to raise rates first—saving them a lot of stress and backtracking.

Tools We Use

We build models in:

• Google Sheets (easy to share and update)

• Excel (if you prefer it)

• Plug into QuickBooks or Xero for real historical data

• Use POS, payroll, and CRM data if needed

We make sure the formulas are clean, the layout is readable, and you understand exactly how to use it.

Remote-Friendly, Easy to Use

We’re based in Seattle, help businesses in Portland, Memphis, and build models for clients all over the U.S.

We meet over Zoom, talk through your goals, build the first draft, walk you through how to use it, and stay available for updates or changes down the road.

Let’s Put the Plan on Paper

You don’t need to guess your way through big decisions. A solid financial model gives you clarity, confidence, and control.

We’ll help you build one that’s simple, accurate, and built to grow with you.

Flat-rate service. Custom model. Real answers.