We Create

Custom Financial Models, Budgets & Finance Tools

We also provide Fractional CFO services to nonprofits, small businesses, corporations, and startups.

New! Browse and download personal finance tools, budgets, models and more from our sister company ILRAA Data Visualization Studio. Click Market Place...

Financial Modeling Services and Financial Model Template Download

17+

years of FP&A experience

Bold, beautiful and modern designs that wow the crowd!

Colui Concepts is a global consulting firm that designs and develops custom Financial Models, Budgets and Finance Tools for businesses and individuals. The founder took his 17 plus years of experience within Finance and Analytics to create innovative tools and services that serve modern day Finance and Budgeting needs.

Services offered include: Financial Statement Preparation, Custom Budgets, Custom Financial Models, AI & Automation Implementation, General Accounting Services, Budget Management, Custom Finance Tools & Applications, Business Valuations and More.

In the mix of building an all-star consultancy focused on providing the best custom models and budgets in the world, Colui Concepts has an AI powered modeling platform in the works that will drive the future of Financial Modeling. Unlike anything on today’s market, the platform is Adaptable and Responsive with a Breath-Taking UI. Our new platform will deliver overdue innovation to the market. More info to come in 2025. Launch current estimate, 2026.

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

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.

Influencer Tool - Ad Spend Calculator

Make the most out of every dollar spent on marketing with a modern designed influencer forecasting tool. Designed for a client, the tool allows the user to input variables to forecast ad spend ROI.

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.

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.

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

Client Project Profitablity Model

Designed for a Digital Marketing agency, this model allows quick analysis on project profitablity. The Client can now quickly determine if a new project should move forward or analyze profit margins of existing projects. The model is fully automated and developed with Microsoft Excel.

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.

Music Composition Software Startup Financial Model Model

Detailed Startup Model for the Music Software Industry. Fully automated design with a user friendly touch. Visual appeal to impress potential investors.

Company Forecast Model

Automated Forecast Model designed for a large corporation.

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.