We Create

Custom Financial Models, Budgets & Finance Tools

While Providing Professional Fractional CFO and Financial Reporting Management Services.

Click Products to Browse and Download Personal Finance Tools, Budgets, Financial Models and More.

Financial Modeling Services and Financial Model Template Download

17+

years of FP&A experience

Custom finance tools and services built for today’s volatility!

Colui Concepts is a global consulting firm with 17 plus years of finance experience specializing in delivering top tier Finance Material, Fractional CFO Services and Financial Reporting Management.

We go beyond the spreadsheet, offering high quality models that drive strategic decisions, lower operating costs and provide efficiency to your organizations financial reporting systems.

Deep industry knowledge and a proven track record of delivering rewarding outcomes across different sectors such as SaaS, Manufacturing, CPG, Non-Profit and more.

Client & Customer Feedback

No More Headaches
Eliminated Redundant Work
Reduced Headcount
Attracted Investors
Improved Net Revenue
Achieved 97% Forecasting Accuracy
Achieved 100% Budget Automation
Connected with an Investor
Improved Monthly Cashflow
Reduced Reporting Turnaround
You Helped Our Family
Turned Cashflow Positive

Our Work

We Solve Business Problems by Mixing Creativity, Technology, Patience and Endurance

Customer Analytics & Financial Planning Tool

We cleansed years of customer data into a clean structured format which opened the door for deep insights into customer and financial trends. The business owner now has the insights to drive strategic decisions and grow revenue.

Dental Tech Startup Financial Model

Quality model that speaks the language of investors. Crafted with logic and impressive visuals, the model shows a clear path to rewarding investor returns.

Full Scale Personal Finance Tool

Novice to tech savvy, the tool enables individuals of all financial backgrounds to manage personal finances with ease while offering a fun, dynamic and user friendly experience. Zero-based budget, debt snowball calculator and dynamic dashboards, the tool offers a impressive suite of insights for managing and growing your net worth.

Custom Budget for Private School

Designed for quick data entry and updates of historical data, the custom budget tool is dynamic with a pleasant user experience. Created with Excel VBA.

Demand Planning & Forecasting Tool for a Coffee Startup

Colui designed a modern tool full of user friendly features allowing the client to quickly forecast demand. The tool removed hours of routine manual labor allowing the way for quick analysis and decision making.

Master Budget Tool for a Biopharmaceutical Company

Custom budget tool designed to import data from over 100 unique budgets into one clean master budget quickly. With the click of a button, the user can import historical budget data, view monthly performance, annual performance and more.

Private Equity Client Portfolio Performance Deck

Give your clients the best quality financial reporting material in the world. Custom deck with a sleek design created for a private equity firm.

Custom Budget for Private School

Designed for quick data entry and updates of historical data, the custom budget tool is dynamic with a pleasant user experience. Created with Excel VBA.

Forecasting Tool for a Motivational Speaker

Utilizing Google Sheets and Salesforce, the tool allows the user to import data, input assumptions and forecast cash flow.

Startup Five Year Forecast

The world of Medical Supplies has it's share of challenges. MSC is a startup that came to Colui for help building a custom model for investors. The model has a simple design for non-tech savvy users while impactful enough to show investors the financial story.

Dynamic Income Statement

Dynamic Income Statement to track personal or business revenue and expenses with ease. Free download available via our partner store. Click shop to access.

Startup Forecast Model

Model designed for a startup in the equipment rental space. The design includes a high level of detail and logic to impress investors thus increasing likely hood of funding.

Commercial Cleaning Company Budget

Designed for a Commercial Cleaning Business, this budget model pulls historical data from QuickBooks online then projects historical performance along with budget performance. Budget inputs are simple for quick setup. This was designed in both Excel and Google Sheets. The Excel version has more functionality to create the best possible user experience while the Google version allows staff to gain access to performance at any time. The tool is growing into a full-scale planning tool with a Customer ROI Analysis and more.

Commercial Cleaning Company Financial Model

Financial Valuation Analysis Tool

Designed for a law brokerage firm, the tool allows the firm to quickly analyze deals in a fraction of the time prior to implementation. Fully automated and dynamic with the ability to drill down into detail. Designed and developed with Microsoft Excel for Mac computers.

Commercial Paint Co Budget Model

This Budget Model was designed for a Commercial Painting business. It features easy import of Quickbooks data, quick analysis of profit margins, budget variance analysis and more.

Automated Personal Profit (Loss) Model

Quickly input your banking or transaction data to analyze income and expenses. Fully automated workbook with error proof features.

Our Customers

Providing the Highest Levels of Service With Our 5 Star Internal Success Process

Voted Top 1-3% in the world for Financial Modeling services by Upwork 2022, 2023, 2024

10

Modern Tools Available for Download

11333

Project Hours Completed

304

Custom Budgets & Models Completed

Tool Kit

Utilizing the best Modeling & Budgeting tools on the market.

We work with the best tools and software on the market like Excel, Google Sheets, Jivar, Finnmark and more to complete our works.

QuickBooks

QuickBooks is an accounting software package developed and marketed by Intuit. The platform is very common amongst our clients.

Excel

Microsoft Excel is a spreadsheet software program developed by Microsoft. It is part of the Microsoft Office suite, which includes tools for creating, editing, and analyzing data in tabular form.

Google Sheets

Google Sheets is a spreadsheet application included as part of the free, web-based Google Docs Editors suite offered by Google. Google Sheets is available as a web application; a mobile app for: Android, iOS, and as a desktop application on Google's ChromeOS. The app is compatible with Microsoft Excel file formats.

Jirav

Financial Management Software — Instantly Create Reports, Update Plans & Accurately Forecast Revenue, Expenses & Cashflows

Finmark

Finmark gives you a single real-time source to manage and share your financial plan with internal and external stakeholders. Easily collaborate, collect feedback, and share what each user needs to see while protecting sensitive information.

Xero

Xero is a New Zealand–based technology company that provides cloud-based accounting software for small businesses.

Harvest

Harvest is a time tracking and management software with powerful easy reporting and streamlined online invoicing.

MySQL

MySQL is an open-source relational database management system. Its name is a combination of "My", the name of co-founder Michael Widenius's daughter My, and "SQL", the acronym for Structured Query Language.

Python

Python is a high-level, general-purpose programming language. Its design philosophy emphasizes code readability with the use of significant indentation. Python is dynamically typed and garbage-collected. It supports multiple programming paradigms, including structured, object-oriented and functional programming.

CSS

Cascading Style Sheets is a style sheet language used for specifying the presentation and styling of a document written in a markup language such as HTML or XML. CSS is a cornerstone technology of the World Wide Web, alongside HTML and JavaScript.

HTML

HyperText Markup Language is the standard markup language for documents designed to be displayed in a web browser. It defines the content and structure of web content. It is often assisted by technologies such as Cascading Style Sheets and scripting languages such as JavaScript.

JS

JavaScript, often abbreviated as JS, is a programming language and core technology of the Web, alongside HTML and CSS. 99% of websites use JavaScript on the client side for webpage behavior. Web browsers have a dedicated JavaScript engine that executes the client code.