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Capability

Financial forecasting

Suppliers
11
States & provinces
8
Countries
1

11 financial forecasting suppliers across 8 states and provinces in 1 country. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

AEM ENTERPRISES

BAKERSFIELD, CA

WEM Enterprises LLC (WEME) is a consulting firm that provides strategic business planning and financial forecasting for entrepreneurs wanting to start or grow a business venture. It offers workshops, classroom curriculum, and training on the LivePlan application, along with professional and affordable business assistance to local and regional clients.

business planningbusiness traininggovernment contracting assistancestrategic advisory

Alpine Global Solutions LLC is a business management consultancy based in Mineral, Virginia, led by Scott Jensen. It provides strategic guidance, business coaching, and consulting services aimed at helping businesses achieve sustainable profits and growth. Scott Jensen is the architect of the Contractor's Freedom Framework, a system for service providers and small business contractors.

competitive assessmentcost-reduction strategiesgroup coachingleadership developmentMarket Analysisoperational efficiency assessmentsrisk managementstrategic-planning

AMMA TRANSIT PLANNING, INC.

PACIFIC GROVE, CA

AMMA Transit Planning provides community-level public transit planning across modes, with an emphasis on rural and demand response services. Founded in 1987, the firm offers transit planning, demand response and microtransit planning for ADA and general public riders, community engagement, multimodal planning, financial and capital planning, technical assistance and training, specialized transportation coordination, and non-emergency medical transportation strategies.

ADA compliancecommunity engagementdemand response planninggrant applicationsmicrotransit planningmultimodal planningperformance measurementpublic participationstatistical analysistrainingtransit planning

C&J Enterprises of McLeod LLC delivers financial expertise through Fractional CFO, accounting, and payroll services. Its founder and owner serves in multiple CFO roles across industries such as trucking, manufacturing, and small business operations. Services include cash flow management, financial forecasting, M&A support, budgeting, and strategic planning, offered on an as-needed basis with no long-term contracts. The business also provides payroll processing, accounts payable, Texas notary services, and new company formation paperwork.

Accountingaccounts payableBudgetingBusiness formation filingscash flow managementfractional CFO servicesM&A supportnotary servicespayroll processingstrategic-planning

DEBAIN, LLC

CORPUS CHRISTI, TX

Santos McBain Management and Planning (Santos McBain) provides consulting and grant administration services for projects, programs, and initiatives, with expertise in governmental services. The firm uses a team approach tailored to the amount of time and work needed, and its skills can also be used by private and non-profit organizations.

budget preparationconsultingcontract negotiationdata analysisgrant administrationpolicy formationstrategic-planning

DWG CPA PLLC

SUGAR LAND, TX

DWG CPA PLLC is a Texas-based full-service accounting, tax, audit, and business consulting firm located in the greater Houston area (Sugar Land, Texas). Serving small businesses, nonprofits, and entrepreneurs since 2005, it offers virtual accounting, tax planning and preparation, bookkeeping, Virtual CFO services, business advisory, and internal controls, with industry experience in construction, healthcare, real estate, and nonprofits.

audit representationBookkeepingBudgetingBusiness advisorycash flow planningfinancial modelinginternal controlsKPI trackingscenario modelingTax planning and preparationvirtual CFO services

ECHO BRAVO INC

WEST ROXBURY, MA

Echo Bravo Inc. is a strategic business consulting and advisory firm founded by Vanessa Blakeley, Owner and CEO. It helps businesses, especially women and minority-owned small businesses and startups, build values-based work environments, strong teams, and sustainable growth. It is a women-owned business enterprise certified by the City of Boston and the State of Massachusetts.

auditscredit buildingemployee trainingfundinggoal settingonboardingpayroll reportingproject managementrecruitmentsafety and OSHA compliancestrategic business consultingTax preparation

EQUIP, LLC

MORRISON, CO

EQUIP is a software platform that combines advanced analytics with dynamic modules to forecast financial data, streamline processes, and manage risk. Originally developed for financial modeling in the oil and gas industry, it has evolved into a versatile solution for various industries, centralizing data and standardizing processes to replace traditional spreadsheet methods.

financial modelinggeneral ledger analyticshedge book risk managementlocation and PV mappingportfolio analysisrisk managementstress test simulations

FLUENT FINANCIALS LLC

SILVER SPRING, MD

Fluent Financials, LLC is an established CPA firm based in Montgomery County, Maryland, serving clients across Washington DC, Maryland and Virginia, in New York and New Jersey, and beyond. Led by Aviva Hendry, CPA, the firm's team of CPAs, bookkeepers and office staff serves individuals, families and small to mid-size businesses with tax planning and preparation, monthly accounting and bookkeeping, fractional CFO services and year-round business filings.

1099 PreparationBookkeepingBudgetingBusiness consultingentity formationFractional CFOmonthly closepayroll filingsQuickBooksreconciliationssales tax filingsTax planningTax preparation

INNOVATIVE CAPITAL LLC

SPRINGFIELD, PA

InnoVative Capital LLC is a USDA Financial Advisor, FHA Mortgage Banker and Municipal Advisor enhancing community healthcare, affordable housing, and economic development across America. With 25+ years of experience, it provides advisory and financing services to community and critical access hospitals, housing and economic development projects, governmental and public institutions, health systems, and senior living and medical properties.

capital stack structuringfinancial advisoryMarket Analysismortgage bankingmunicipal advisorypublic financestrategic-planning

KOTSO CONSULTING

CINCINNATI, OH

Kotso Consulting is a Cincinnati, Ohio CPA firm and fractional CFO practice founded in 2020 by Thoko Kaseke, CPA, a former Deloitte and EY accountant, with Tax Partner Todd Breckel, CPA leading IRS representation. The firm serves small businesses and growth-stage companies in Greater Cincinnati, Northern Kentucky, Southeast Indiana, and nationwide through a fully remote, cloud-native workflow.

BookkeepingBusiness advisoryController servicesEntity selectionFractional CFOInternal controls reviewIRS representation and tax resolutionKPI dashboardsMulti-state tax complianceTax planningTax preparation

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