Professional Financial Consulting
Expert guidance for businesses and individuals
Tailored Solutions
Customized plans to fit your specific needs
Experienced Team
Trusted advisors with a global mindset
For whom is this service
Small business that needs financial discipline and transparent accounting.
Medium-sized companies looking for optimization points and preparing for scaling.
Managers who need support in making decisions based on data.
Investors or partners who plan to check companies before raising capital.
Our work is not about theory. It is about numbers, processes, models tested in real business.
How cooperation is built
The consulting process consists of stages, each of which has practical value:
Preliminary audit
Collection of key documents and figures, assessment of the current structure of expenses, income, assets. The goal is to understand the real state of the business.
Identification of financial nodes
We identify risk areas: cash gaps, critical dependence on individual sources of income, inefficient use of resources.
Model development
A budget is created or updated, accounting rules are introduced, development scenarios are calculated. The client receives real tools for planning.
Implementation
We don’t just consult – we accompany the process of transition to a new financial model, working with the customer’s team.
Dynamics analysis
In finance, not only the entry point is important, but also the dynamics. We help to assess the effectiveness of changes, adapt models, optimize.
What sets us apart
Depth, not superficiality
We don’t work with templates. Each case is studied taking into account industry specifics, internal structure, and company cycles.
Finance is a system
Separate advice does not work. We offer logic that connects profits, expenses, investments, efficiency calculations, and strategy into a single field.
Measurable results
At the heart of each project are clear metrics: ROI, cash flow, margin, profitability, and operational efficiency. All decisions are verified by numbers.
Support, not just a report
We do not leave the client with an analytical document. After each stage, there is a discussion of implementation, answers to questions, and adaptations.
Independence and confidentiality
We do not sell products or work with biased structures. All our analytics are objective and protected.
Explore Our Services
Discover how we can help you improve your financial situation.
In-Depth Analysis
Our expert team conducts thorough analysis to identify areas for financial improvement.
Budgeting and Forecasting
We help you create a realistic budget and forecast for your business to achieve financial success.
Risk Management Strategies
Our team works with you to develop effective risk management strategies to protect your financial interests.
Extended list of services
Direction Detailed description
Financial modeling Building models for investments, scaling, lending, adaptation to new markets.
Management accounting Implementation of plan-actual systems, accounting by responsibility centers, process automation.
Audit of costs and profits Analysis of the effectiveness of expense items, identification of resource loss points.
Preparation for investments Creation of presentations, financial forecasts, responses to inquiries from potential investors.
Liquidity control Implementation of cash flow forecasting mechanisms, identification of safety cushions.
Testimonials
Marek Steiner
We turned to consulting after we encountered cash gaps, despite the growth in sales. The specialists identified key points of loss of funds and helped to establish management reporting. After three months, we were able to plan the flow of funds in advance and got out of the critical phase. The advice was not theoretical, but practical, adapted to our model.
Celine Vogel
We underwent a full audit and implemented the recommended budgeting model. It became much easier to justify expenses and attract funds from partners. I especially appreciated the systematic approach: the consultations were accompanied by analytical reports and templates for further work.
Tomasz Wiska
Our company grew faster than we expected, and the cost structure got out of control. Consulting helped to formulate a clear financial policy and define areas of responsibility in the team. After that, we saw a significant reduction in unforeseen expenses and were able to clearly plan investments.
Yves Leclerc
Before launching a new product, we went through a strategic session on building a financial model. This allowed us to test several development scenarios and forecast cash flow for a year and a half in advance. Consulting identified weaknesses in planning and helped to avoid mistakes even before the start.
F.A.Q.
Frequent customer inquiries
We analyze revenue and expense cycles, form payment schedules, determine minimum balances and optimal liquidity insurance mechanisms.
We don’t keep records. We design finances as a management system that allows you to predict, adjust, and build business development scenarios.
Yes. We conduct a detailed analysis by expense categories, compare with income, form a cost map, where each unit is explained by a specific function.
You can abandon inefficient expenses.
You see a real picture of cash flow.
Planning becomes accurate, not intuitive.
Management makes decisions based on numbers.
Investors see predictability and consistency.
Meet Our Team
We are a team of expert financial consultants dedicated to helping businesses achieve success in their respective industries.
Daniel Hoffman
Financial strategist with over 15 years of experience. Specializes in building budget models, liquidity management and implementing KPIs in medium and large businesses. Works with companies preparing to raise financing.
Anna Richter
Management accounting expert. Has consulting practice for manufacturing and service enterprises. Implements plan-fact analysis systems, optimizes internal financial processes. Teaches financial management.
Martin Walter
Specializes in stress tests of financial models and business risk assessment. Has deep expertise in corporate security and internal audit. Advises on preparation for external audits.
Alice Graham
Investment structuring consultant. Works with companies preparing for mergers, expansions or strategic partnerships. Develops investment documentation and financial presentations.