Clear insights. Better decisions. Stronger financial future.
At CPA Outsourcing Services, we help businesses of all sizes make smarter financial decisions with our custom built financial modeling and forecasting solutions. Whether you’re launching a startup, preparing for fundraising, or planning a merger, our expert team builds easy to understand financial models tailored to your goals.
“We turn numbers into clarity so you can focus on growing your business with confidence.”
What We Serve
3-Statement Model:
This model brings together your Income Statement, Balance Sheet, and Cash Flow Statement into one simple, connected view. It helps you see your full financial picture and how money moves through your business.
Startup Financial Model:
Starting a business? Our startup model projects your sales, expenses, and funding needs for the next 3 to 5 years. It helps you plan your cash flow, understand your runway, and show investors when you’ll break even.
Discounted Cash Flow (DCF) Model:
This model calculates the current value of your business based on expected future profits. It’s perfect for business owners, buyers, or investors who want to understand long term value before making decisions.
Budgeting & Forecasting Model:
Want to stay on top of your finances? We help you plan your monthly or yearly revenue, spending, and profits so you can stick to your budget and make informed choices before problems arise.
Merger & Acquisition (M&A) Model:
Thinking of buying or selling a business? Our M&A model helps you see how the deal will affect your finances, including cost savings, financing, and how it changes your overall profits.
Scenario & Sensitivity Analysis:
We build models that show how your business would perform under different what if situations. Whether sales go up or costs rise, you’ll see the risks and best options in advance.
Break-Even Analysis Model:
This model tells you how much you need to sell to cover your costs and start making a profit. It’s simple but powerful, great for pricing, cost control, or launching new products.
Feasibility Study Model:
Before starting a new project, we help you check if it’s worth the investment. Our model looks at costs, expected earnings, and long-term gains, so you can move forward with confidence.
Real Estate Financial Model:
If you’re planning a property investment, our real estate model shows your potential earnings, loan costs, and returns over time. It’s perfect for rentals, developments, or real estate funds.
Fundraising / Investor Pitch Model:
Raising capital? We’ll help you build a clear, professional financial model that speaks investors’ language. It includes growth projections, funding needs, and expected returns, ideal for pitch decks and meetings.
SaaS Financial Model:
For software and subscription based businesses, we track key metrics like Monthly Recurring Revenue (MRR), Churn, Customer Lifetime Value (LTV), and more. This model is perfect for planning growth, pricing, and funding.
E-commerce Financial Model:
Running an online store? We build models that factor in traffic, orders, returns, shipping costs, and marketing spend so you can see what’s profitable and what needs to improve.
Why Our Clients Love Us
- Reports and models that are simple to read.
- Adapted to your stage and industry.
- A helpful staff that provides clear explanations of everything.
- Quick turnaround with continuous assistance.
- Trusted by startups, small businesses, and investors.
Let’s Build Your Financial Roadmap Ready to see your numbers clearly and plan ahead with confidence? Our virtual CPA team is here to help.
Frequently Asked Questions
Financial modeling is the process of building spreadsheets that project your company’s financial performance. It helps you make informed decisions about budgeting, investments, fundraising, or business expansion.
We offer a free consultation to understand your business goals. Whether you’re a startup, real estate investor, SaaS company, or preparing for an acquisition, we’ll recommend the right model for your needs.
Yes, we typically ask for your latest financials (P&L, balance sheet, or tax return), operational metrics (e.g., revenue drivers, cost structure), and any strategic goals or assumptions you want included.
