Budgeting
Personal or Fortune 500 Company, we cover all aspects of budgeting from creating custom budgets from scratch to modernizing existing budgets and process flows
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Get To Know Us
Meaninful Relationships, Innovation & Drive.
We strive to create the best possible custom budgets, financial models and finance tools for our clients through meaningful relationships, innovation and endless drive.
Our Process
Efficient Process Flow, Exciting and Fulfilling Client Experience!
- Step 1: Client IntakeDiscovery meeting, Confirm budget, Confirm project end goal and expected turn around, Contract & NDA Signing, Collect all project material.
- Step 2: Foundation Review existing material formulas and code if needed, Begin foundational layout and design, Send client material for review of new layout and design.
- Step 3: LogicAdd calculations and/or code.
- Step 4: Visual DesignData visualization design work, Smooth out user interface and experience.
- Step 5: Testing & AuditAudit & test grammer, formulas, code, and functionality.
- Step 6: HandoffRecord client reference material, Project close notes, Client training then hand off.
Exclusive Services
Efficient, Cost Effective, Expert Fractional CFO Services for Individuals, Small Businesses and Large Enterprises.
Financial Modeling
Let us take a bit of anxiety out of your financial model. Financial Modeling can be a scary world without an expert by your side. From simple models to highly advanced models, we cover it all.
Start ProjectFinancial Statements
The preparation of financial statements is a non-negotiable for any business owner. Financial statements — including your balance sheet, profit & loss report, cash flow statement — are how you monitor and analyze the financial position of your company.
Start ProjectCashflow Management
Cash flow problems can be devastating, and they can even kill a small business. If you've ever had to beg, borrow, steal or use a credit card to cover tomorrow's payroll, you know what I mean. Often business owners wait until its too late to implement effective cash management reporting and process flows. This is something you should be striving to perfect at all times.
Start ProjectConsulting
Unlock financial performance and business value with end-to-end services that infuse data, AI and automation across core processes
Start ProjectBusiness Valuations
The foundation of business valuation is the ability to understand how a company cultivates ideas or concepts and deploys its invested capital, aiming to drive returns in excess of its cost of capital. The process of value creation does not follow a single path, but rather many paths that vary by industry and the company’s position in its life cycle.
Many have described business valuation as both an art and a science. The scientific and analytical aspect employs a variety of approaches or methods applied not only to the subject of the valuation itself, but also to the development of certain inputs into the measurement (e.g. cost of capital, discounts and premiums). The most commonly used valuation methods include the cost, market or income (DCF) approaches.
We tailor the scope of our business valuations to our client’s specific needs and the purpose of the engagement. When appropriate, our valuation report provides an overview of the company, industry, economy; discusses value drivers; outlines the analysis performed, along with the inputs and assumptions; and incorporates detailed exhibits that support our valuation conclusion.
Business Plans & Pitch Decks
The effort required to please potential investors is often highly underestimated. Story telling is critical but the numbers behind the story matter the most to investors. Startups and others seeking investment funds forget the importance of telling an articulate story behind the numbers, not just the overall business concept. We take time to do things right and wow investors. Deep research, logical figures, impressive visualizations and a wholesome story outsiders can quickly digest leads to drastically higher chance of pleasing potential partners and closing the deal.
Start ProjectRevenue Growth Analytics
It seems like our sales revenue should be higher! A common thought amongst business owners. Dump your financial data on us and we will output a deep analytical analysis regarding historical financial performance to pinpoint weak points. We then provide strategizes both short and long term to improve cashflow. One common way of improving revenue in the short term is to invest time and resources into automation. We recently assisted a large organization turn a full time Budget Analyst role into a few clicks via automation, providing new cash flow into the business in the short term. Not only did cash flow improve, but a domino effect was also created. Other members of finance can now receive instant budget updates for faster decision making, employees have more time to allocate to other critical areas of importance, etc. This is one of many tactics utilized to improve revenue growth.
Start ProjectAccounting
Routine or daily accounting is essential in running any business. The separation between businesses with smooth accounting process flows vs those without is in the quality. We take time to get you set up the right way from the start. From Bookkeeping to Payroll Processing, we handle all functions within the accounting realm while always focusing on quality. Quality requires, perfecting your GL, perfecting your transactions tags which opens the door for incredible automation and perfecting the overall accounting process flow from start to finish leaving you with a seamless and stress free system.
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Frequently Asked Questions
Providing the Highest Levels of Service With Our 5 Star Internal Success Process
Frequently Asked Questions
Do you work with small businesses and startups?
Yes: Colui works with individuals and businesses of all sizes. From the local pet store to fortune 500 companies. Assisting startups with FP&A and investor relations is a big part of our day to day operations.
How much does a project cost?
Varies: Cost fully depends on the scope of work. Everyone has different needs, data sources and challenges. Try our pricing slider to estimate your project cost.
How long will it take to finish my project?
Project timelines can range from less than a day to a year. Completely depends on your needs and desires as we can create what we like to all "Dream Workbooks". We do our best to accomdate hard deadlines.
Do you offer payment plans?
Yes: We try to be flexible to fit your needs and budget. Clients have the option to break a project down using milestones.
Can I purchase a budget or financial model?
Yes: You may visit our sister company www.ilraa.com to access/download free and paid finance templates created with tools like Excel and Google. In 2025, customers will be able to purchase downloads directly from our website.
Reach Us
Your Financial Modeling & Budgeting Expert. Driving our partners to success no matter the challenge.
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