Hire the Best Financial Forecasting Specialists

I help profitable business owners make better tax, retirement, compensation, and financial planning decisions before year-end, while there is still time to plan. My work is best suited for S-Corp owners, consultants, agency owners, professional service firms, and high-income self-employed professionals who need integrated tax and wealth strategy, not generic tax prep. Common projects include: • Business-owner tax planning • S-Corp compensation and distribution planning • Solo 401(k), SEP IRA, and retirement contribution strategy • Entity structure and owner compensation review • Cash-flow planning around taxes, payroll, and owner distributions • Tax-aware financial planning for business owners • Coordination questions involving CPAs, payroll providers, and attorneys I am a Certified Financial Planner™ professional and IRS Enrolled Agent. My focus is not simply preparing forms after the year is over. I help business owners understand the planning decisions that affect taxes, retirement savings, liquidity, risk, and long-term wealth building. A good fit is usually a business owner who is already profitable, has tax complexity, and wants a structured second opinion before making decisions. A poor fit is someone looking for the cheapest tax return, bookkeeping cleanup, day trading advice, stock picks, or a quick answer without reviewing the facts. The best starting point is a paid diagnostic consultation. We will review your situation, identify the major planning issues, separate what is urgent from what can wait, and outline next steps. If deeper work makes sense, I can scope a separate planning engagement after the call. Important: this profile is for education, planning, and advisory discussions. Tax, legal, and investment recommendations depend on your facts, documents, timing, and applicable rules. No tax savings, investment result, or planning outcome is guaranteed. Talk soon, Cayden W. McLaughlin, CFP®, EA Wealth Advisor & Tax Strategist cayden @ wealthadvisor365 .com

A Chartered Management Accountant. I help businesses by acting as their outsourced finance department, and reporting management accounts and annual accounts, dealing with HMRC on their behalf. Tell me what you need help with and I will solve it for you; I'm focused on delivering excellent service to clients. I also have a team of VAT, Personal Tax, Budgeting, Forecasting, and bookkeeping specialists. Email me at my practice: info@cherry-hinton.co.uk

I build financial models, forecasts, and financial tools that help businesses, investors, and management make better decisions. With 13+ years of experience in financial modeling and analysis, I have worked across infrastructure, real estate, healthcare, hospitality, SaaS, technology, startups, and other businesses. My work covers the full range of financial modeling requirements, including: Financial Modeling • 3-statement financial models • Financial projections & forecasting • Revenue and operating models • Cash flow modeling • Budgeting & FP&A • Business planning models • Scenario & sensitivity analysis • Financial dashboards & KPI models Investment & Transaction Modeling • Investment analysis • Business valuation & DCF • Acquisition models • Real estate investment models • Project finance models • Debt & financing models • Equity investment & returns analysis • IRR, MOIC, NPV, DSCR and other investment metrics • Investor and lender models Financial Analysis • Profitability analysis • Unit economics • Revenue & margin analysis • Cost structure analysis • Break-even analysis • Cash flow & funding requirements • Business performance analysis Financial Automation • Advanced Excel automation • Automated financial reporting • Automated forecasting and analysis • Custom financial tools • Workflow automation • Converting repetitive manual processes into efficient financial systems I work with founders, CFOs, investors, lenders, operators, and professional services firms that need more than a basic spreadsheet. I focus on building models that are structured, dynamic, easy to understand, and actually useful for decision-making. Whether you are evaluating an investment, raising capital, acquiring a business, planning growth, building a financial forecast, analyzing profitability, or improving an existing model, I can help turn the underlying business assumptions into a robust financial model. If you have a complex financial modeling requirement, send me the details and I'll help you determine the right approach.

I am a Senior Financial and Treasury Analyst partnering with both enterprises and SMBs. I build robust financial models, manage treasury and FP&A functions, and distill complex data into the clear analysis that leadership teams rely on. Ultimately, my role goes beyond building spreadsheets. I act as a strategic partner, leveraging my experience at global leaders like AB InBev and Upwork to drive high-value business decisions. 💡 What I do: Financial Modeling & Decision Support • Build clean, adaptable financial models to forecast growth, evaluate pricing, and assess new business opportunities. • Analyze unit economics, margin performance, and ROI on major capital projects or expansions. • Work directly with founders and leadership to test assumptions and understand the financial impact of strategic decisions. FP&A & Executive Reporting • Manage end-to-end budgeting, rolling forecasts, and monthly actual-to-budget variance analysis. • Create straightforward reporting packages and board decks that highlight key takeaways without drowning stakeholders in unnecessary data. • Build public comparable benchmarking to provide context for performance and valuation. Treasury & Cash Management • Build and maintain reliable cash flow forecasts to manage liquidity and working capital needs. • Track debt compliance, covenant monitoring, and capital efficiency. • Prepare the financial data and supporting narrative required for fundraising, lender negotiations, or due diligence. 🏢 Industries I work in: CPG & E-commerce, PE-backed operating companies, Technology, and SaaS. Companies hire me because: • Data-Driven Clarity: I don't just deliver spreadsheets; I build dynamic models that give leadership the exact insights needed to scale confidently. • Bulletproof Financials: I ensure your reporting is structured for board members, investors, and lenders. • Autonomous Execution: I step in as a proactive partner, bringing enterprise-grade discipline to your finance function so you can focus on growth. Let's connect and elevate your financial strategy.

I transform companies through AI strategy and capital raising. Expertise: Financial Modeling, Investor Readiness, Fundraising. Stanford MS-AI | West Point, BS | Boston MBA | Apple, Hedge Funds, Startups I specialize in two high-impact areas: AI TRANSFORMATION: 2x revenue or 60% cost reduction through AI Agents, automation, and strategic implementation. Recent work: an AI agent proof-of-concept system for a NYC energy consulting firm targeting up to 70% less manual effort on regulatory compliance reporting, and a revenue-recovery rebuild of a home services company's quote chatbot, adding lead-scoring analytics, fraud prevention, and marketing attribution. Both five-star engagements. FRACTIONAL CFO & STARTUP FUNDRAISING: Two five-star Fractional CFO engagements on this platform, plus investor-ready financial models, cap tables, pitch decks, and agentic outreach campaigns that compress months of fundraising into weeks. Advised on $1B+ in capital raises from SAFEs to sovereign wealth funds, most recently building the full seed-round fundraising package, deck, financial model, cap table, and investor outreach, for a THC beverage brand entering California's fast-growing legal cannabis category. MY BACKGROUND: → Co-founded Apple-backed AI startup (back when "AI" meant The Matrix) → Managed funds at elite NYC hedge funds (ACI, Brevan Howard, FX Concepts) → Worked with Apple C-Suite across 4 CEOs, sat 2 seats from Steve Jobs → 100+ founders and 20+ VC fund managers over 5 years → Stanford MS AI & Automation | West Point BS | Boston University MBA | CAIA | FMVA APPROACH: I start with a strategic audit, either AI opportunity mapping or fundraising readiness, then either: → Build rapid AI pilots with my team of 6 core specialists → Develop investor materials and execute agentic outreach campaigns For enterprise AI, I oversee implementation partners with 20-300 specialists and vertical expertise in Healthcare, Finance, and CRM. For fundraising, I leverage direct access to Fortune 100 CEOs, McKinsey partners, and ultra-HNWI family offices. TO GET STARTED: Book a 30-60 minute discovery consultation where I'll identify either: → 5-10 AI automation opportunities ranked by ROI, OR → Critical gaps blocking your fundraise and how to fix them Let's discuss which path accelerates your business fastest.

I build investor-ready financial models and valuations for SaaS, tech, and startups. 7+ years experience delivering 250+ funded business plans. As a Chartered Management Accountant (CMA) and Associate Public Finance Accountant (APFA), I help founders, executives, and investors make informed financial decisions. Whether you are raising funding, evaluating risks, or completing a business sale, my work combines technical accuracy with strategic insight to ensure clarity, credibility, and results. Core Expertise: • Financial Modeling: 3–5 year forecasts, budgets, and unit economics • Valuation: DCF, comparable, and transaction multiples • Business Plans: Investor-ready documents for startups and corporates • Due Diligence: M&A analysis, business sales, and acquisitions • Public Finance: Reporting, compliance, and government-related projects • Pitch Decks: Financial narratives for fundraising Why Work With Me: • Proven Track Record: 362+ completed jobs, $60K+ earnings • Sector Experience: AI, SaaS, e-commerce, manufacturing, and government entities • Strategic Focus: Beyond numbers, I provide KPI-driven insights for sustainable growth I am available for long-term partnerships or specific project reviews. Let’s discuss how to align your financial strategy with your business goals.