Forecasting capacity for your client accounting practice
Your clients ask for cash forecasts. Your team is at capacity. We prepare the work, you review it and deliver it under your firm's name.
What we prepare
- 13-week cash flow forecasts, set up once and rolled forward monthly
- 12-month planning views for seasonal or financed clients
- Monthly close support: bank and card reconciliations and accruals
- One-time projections for loan applications and turnaround situations
How we work with firms
- White-label: your client never needs to know we exist
- Questions route through your team, never around it
- Your templates, or ours with your branding
- Deadlines set after your own close calendar
- Written agreement with confidentiality and non-solicitation
Who you'd be working with
18 years in hedge fund and private equity accounting: multi-entity cash forecasting, monthly close, audited financial statements and complex, interdependent models. CPA-exam eligible in New York and New Jersey.
Known for catching what others skip: every model is checked with independent logic tests, not just math checks.
Pricing for firms
Hourly or a flat fee per client per month, so you can price your own engagement with a predictable margin.
Talk about a pilot clientFurther reading: adding cash forecasting to a client advisory practice without hiring.