Custom Financial Projection Service

Grace Cisna, the developer of all of our ProjectionHub financial projection templates, is a US based CPA that is available to help you customize any of our templates, or build a custom financial model for your business. Grace is an expert financial modeler that specifically focuses on helping dozens of our clients each month with customization work.

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We have a certified CPA to take you through a process to provide the best projection model for your business.

Services offered:

  • Custom Financial Modeling
  • Customizing an existing financial model
  • Help review a financial model
  • Consultation

The following are the available packages:

  • Hourly – $100
  • Full-Day – $800

Below is our process for a custom financial model request:

1. We start by asking you a number of questions about your business over email
2. We have a 30-minute phone call with you to ask additional questions and finalize the financial model design
3. We provide an initial draft of the integrated financial model which includes up to 5 years of reports
4. We refine the model based on your feedback
5. The model is finalized and provided in an Excel file that you can easily update and edit as you go

Important Note: Before ordering one of these services, please first get in touch with the support staff to make sure I am available, and please have the instructions ready with your assumptions, requirements, or what otherwise needs to be reflected in the desired financial model. Simply contact our support staff for further instructions: [email protected]

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