Drive Growth with Outsourced Finance & Data Science Solutions
From forecasting and financial modeling to KPI dashboard building and board reporting, we provide the insights and tools to scale your business with confidence.
Board-Level Reporting, KPI Dashboards, and Strategic Insights All in One Place
Our financial modeling service delivers not just accurate forecasting, but the full suite of financial insights your business needs to grow confidently—whether it’s detailed KPI dashboards, board reporting, or strategic cash flow forecasting.
In today’s competitive landscape, precise financial forecasting is key to driving growth and making informed decisions. Our Financial Modeling service, powered by Finmark, provides dynamic, integrated models tailored to your business.
Whether you’re raising funds or scaling operations, we deliver the insights you need to make data-driven decisions and fuel growth. With our expert onboarding, your financial model will align perfectly with your goals, giving you the confidence to achieve sustainable success.
Kirsten Barrie
Verte Consulting founder/owner
Why Our Financial Modeling Service Stands Out
Dynamic, Integrated Models: Say goodbye to outdated spreadsheets. Our dynamic financial models grow with your business, ensuring your projections remain accurate and relevant as you scale.
Tailored to Your Needs: Every model is customized to fit your business, whether you're a startup focused on growth or preparing for board-level reporting.
KPI Dashboard Building: We provide in-depth KPI dashboards tailored to your strategic goals, giving you real-time visibility into the key metrics that matter most.
Expert Guidance: We provide hands-on support from setup to ongoing use, helping you understand and utilize your financial model to make smarter, data-driven decisions.
What’s Included in Our Financial Modeling Service
Custom-Tailored Financial Models: Your financial model is uniquely crafted to address your startup’s or scale-up’s specific goals, whether that’s scaling operations, managing cash flow, or optimizing customer acquisition.
Real-Time Data Integration & KPI Dashboards: Your model connects directly with your existing systems like Xero and Gusto, pulling in real-time data for accurate KPI tracking and forecasting, giving you a clear picture of your financial performance at all times.
Board Reporting: Our models are designed to facilitate board-level reporting, making it easy to communicate financial health, forecasts, and growth strategies to key stakeholders.
Ongoing Support & Forecasting Adjustments: As your business evolves, so should your financial forecasts. We provide continuous support to help adjust and refine your projections in line with changing business conditions.
Integrations That Keep Your Finances on Track
Real-Time Insights with Actuals: By integrating with your existing systems, our financial models pull in actual data, allowing you to monitor budget variances in real time. This means you can quickly adjust your budget to stay on track and maintain profitability—something you can’t easily do with traditional spreadsheets.
Wide Range of Integrations: Our models seamlessly integrate with all major accounting apps, including Xero, payroll systems like Gusto, CRM tools like HubSpot, and payment processors such as Stripe. These integrations ensure your financial data is always up-to-date, accurate, and easily accessible.
Stay Agile and Profitable: With real-time data at your fingertips, you can make informed decisions swiftly, adjusting your financial strategies as needed to respond to changing business conditions.
What We Expect from Our Clients
Active Participation: Your insights are crucial. We rely on your knowledge of your business to provide key data, such as Customer Acquisition Costs (CAC), ensuring your model accurately reflects your operations.
Minimum Commitment: A 3-month engagement is required to thoroughly customize, integrate, and optimize your financial model, providing lasting value.
Ongoing Support Available: After the initial setup, you can opt for continued support and adjustments to keep your financial model aligned with your evolving business needs.
Ready to Take the Next Step?
If you’re ready to elevate your financial strategy, reach out to learn more about how our customized financial modeling service can give you the confidence to grow.
Mastering Financial Modeling:
A Guide for Startups Ready to Scale
Download our comprehensive guide on mastering financial modeling for startups. Get instant access to expert insights, practical tips, and strategies to help your startup scale with confidence
