Financial Modeling

AccountLogik is a Certified Public Accounting firm in Suwanee, GA, serving accounting requirements for the past 12 years. The CPA team helps growing organizations including nonprofits, tech startups, and established businesses with bookkeeping, tax planning, and full-scale CFO advisory, delivering financial systems that keep them compliant and in control.

accounting system setup and integrationauditsbookkeepingbudgetingcompilationsfinancial reportingforecastingfractional CFO advisoryGAAP complianceKPI analysismonth-end closepayroll processingreviewstax planningtax preparation

ACTvisory is a boutique advisory firm based in Fort Worth, Texas, serving as a strategic financial partner for nonprofit and mission-driven leaders. Founded and led by CEO Ayn Llopis, MS, who has more than 25 years of experience in financial operations and reporting, the firm delivers financial clarity, operational structure, and executive-level insight. Ayn is the creator of the CSI Framework™, built on three pillars: Clarity, Systems, and Insight.

990 coordinationaccounts payable and receivable oversightaudit oversightboard reportingbookkeepingbudget developmentcapital planningcash flow forecastingFinancial Advisoryfinancial reportinggrant and fund trackingKPI dashboard reportingmonthly closepayroll coordinationProcess Automation

AE7 is a multi-disciplinary, full-service planning, architecture, and engineering design firm. Established by five architects and two engineers, it began its journey in Dubai in 2009 and today has hundreds of employees collaborating across dozens of cities worldwide. The firm comprises architects, landscape designers, planners, engineers, visualization specialists, and project managers, operating as partners to clients from concept through construction.

architecturedevelopment consultingengineeringinterior designlandscape architecturemaster planningsite supervisionUrban Designvisualization

ALAWi GLOBAL provides strategic communications, technology commercialization, and international development services for federal agencies, startups, and GCC governments. The company is WOSB and HubZone certified and offers services including IP strategy, go-to-market strategy, business model development, program evaluation, smart city planning, women's empowerment and leadership development, and international relations program development.

crisis communicationsData VisualizationDesign thinking workshopsdigital transformationecosystem and cluster mappingFeasibility studiesgo-to-market strategyincubator/accelerator programsinvestor pitch preparationIP strategypatent analysisPEST analysisProgram evaluationsrapid prototypingSBIR/STTR supportsmart city planningsocio-economic researchspeechwritingtechnology valuation

AMB Insights is a boutique real estate development and advisory firm with team members based in Washington, DC, New York, and Bangkok. It guides mission-driven organizations and developers through development advisory, capital strategy and readiness, and education. The team has managed over $1B in real estate transactions.

capital stack structuringdevelopment advisoryentitlementsfeasibilitymasterclassesmentorship programsowners' representationworkshops

AMJEM is a real estate capital, finance, and development firm that structures debt, equity, and strategic growth solutions for complex projects. It serves sponsors, developers, and investors across residential, commercial, and large-scale public-private developments, bridging institutional capital and executable real estate strategies through disciplined underwriting and market intelligence.

capital advisorycapital stack optimizationcash flow forecastingCross-border transaction structuringdebt placementequity structuringreal estate development & managementunderwriting

Analytic Advisors Financial Services (AAFS) provides executive-level strategic finance, Financial Planning & Analysis (FP&A), and responsible AI advisory services to founder-led and growth-stage businesses. Founded by Crystal Jones, AAFS helps organizations with financial planning, forecasting, budgeting, cash flow management, and business performance analysis, serving industries including government contractors, technology, professional services, construction, and engineering. AAFS is Virginia SWaM Certified, Minority-Owned, Woman-Owned, and a Registere

budgetingbusiness performance analysiscash flow managementexecutive reportingfinancial planningforecastingFP&Aresponsible AI advisory

ANSER (Analytic Services) is a nonprofit corporation established in 1958 that provides objective, independent analysis and advice to government agencies tasked with protecting and advancing U.S. national security interests. Its employees serve as analysts, subject matter experts, and project managers supporting defense, intelligence, and homeland security clients.

Acquisition supportArtificial intelligenceCybersecurityData Scienceexercise planning and executionpolicy formulationProgram ManagementRisk Assessmentstrategic analysisSystems Engineeringtraining

Finance Fund is a mission-guided, non-profit organization and Community Development Financial Institution that drives capital, real estate development, and other resources to low- and moderate-income communities in Ohio to improve quality of life. It provides flexible financing, grants, and technical services, and has invested more than $491.5 million into projects throughout Ohio's underserved communities.

Construction ManagementgrantmakinglendingNew Markets Tax Creditsreal estate developmenttechnical assistance

Ascendia Business Services is a North Carolina accounting firm led by Chauntel Graves, PhD, CGMA, with over 20 years of financial expertise. It partners with entrepreneurs, small business owners, nonprofits, and growing organizations to provide accounting, tax, and strategic advisory services, helping clients gain clarity and control over their financial future.

accounts payable/receivablebank reconciliationBusiness structuringcash flow planningFinancial StatementsGovernment contract accountingGrant WritingKPI dashboardsMonthly bookkeepingpayroll processingQuickBooks/Xero setuptax planningYear-end preparation

Ascension Recovery Services (Ascension RS) is a national behavioral health consulting, development and management organization specializing in substance use disorder (SUD) and mental health treatment programs. Founded in 2011 by CEO Douglas Leech, it helps healthcare organizations, investors, Tribal Nations, nonprofits and communities develop, launch and operate treatment programs across the United States. Headquartered in Orlando, Florida.

community outreachfacility design and constructionlicensing and accreditationoperational improvementpayer contractingprogram developmentProgram Managementstaffing and training

Ascent Populi is a public benefit corporation based in Oakland, CA, dedicated to supporting positive social outcomes for people in need. It combines technical knowledge in the human service sector with technological solutions to address social needs, track workflows, and measure the impact of social interventions. It partners with government and non-profits to better serve vulnerable communities.

business strategycase trackingdata managementreporting

ARES Security Corporation is a security software company and developer of the Enterprise Security Platform™, a suite of AVERT® solutions covering the physical security lifecycle including security design, assessment, command and control, situation management, building information management, robotic operations, virtual training, and real-time decision support. The AVERT software was developed in 1999 with the Defense and Threat Reduction Agency to protect U.S. nuclear assets, and ARES Security was established in 2012 to commercialize and expand AVERT. It

AI pathing and responsive algorithmsdigital twin creationengineering designFeasibility studiesgeospatial intelligence servicesmachine learningmaintenance and supportmappingsecurity software development

Atailia helps founders and industrial operators evaluate opportunities, shape commercial strategies, and execute complex projects. It works with commercial and government teams to define technical capabilities, build business cases and financial models, and turn complex projects into practical operating plans.

Business case developmentcommercial strategyproject execution planning

Athena Advisory Collective is a consultancy that partners with women-owned and partnership-led businesses to grow, scale, and increase enterprise value and prepare for exit. It acts as a personal board of directors, offering strategic planning, executive-level support, and implementation. Its work begins with a Health and Value Assessment to build a tailored plan to grow enterprise value and optimize operations.

budgetingconflict resolutionexecutive coachingexit planningFinancial strategy and planningforecastinggrowth strategy and planningleadership and team developmentoperational efficiencypartnership alignmentProcess mappingSales enablementstrategic planning

Atlas Valley Point LLC operates two specialized divisions: Federal & Prime Advisory and AI Infrastructure Sourcing. The advisory division provides advanced financial modeling, EAC precision (±2% accuracy), and working capital optimization for defense primes in DCAA-compliant environments. The sourcing division provides dedicated procurement for AI cloud, including high-speed optics, liquid cooling components, and high-density fiber trunks sourced from tier-1 OEMs and authorized distributors.

EAC precisionhardware procurementsourcing from tier-1 OEMs and authorized distributorsworking capital optimization

August Brown is a boutique management consulting firm headquartered in Milwaukee, WI, founded in 2011 by Dr. Gordon Nameni. It specializes in feasibility studies, underwriting services, ESG assessments, capacity utilization, IP valuation, innovation management, and continuous improvement, bridging the gap between R&D, engineering, and marketing teams to accelerate client growth.

Acquisition planning and management supportBusiness transformation and integrationCapex/Opex optimizationFeasibility analysisFinancial feasibility study and reviewsManagement and strategy consultingMarket and impact analysesMarket entry planning/executionprocurementScientific and risk assessmentTechnology and IP due diligenceunderwriting

Aviso Consultants is an accounting and finance consulting firm founded by Cathy Garcia and Janette Gorman, who have over 40 years of combined accounting, consulting, and industry experience. The firm provides accounting, finance, special projects, fractional CFO, and business operations services to clients ranging from start-ups to billion-dollar companies. Aviso is a member of the Women's Business Enterprise National Council (WBENC) and a certified member of the National Minority Supplier Development Council (NMSDC).

AccountingAudit preparationbudgeting and forecastingfinancial reportingFractional CFO servicesGAAP and SEC complianceInterim resourcesSOX compliance and risk assessmentsystem implementationTechnical accounting

BAE Benefits provides independent, commission-free fractional and interim benefits leadership for employers, working alongside brokers and vendors without selling insurance. Services include benefits strategy, cost containment and financial modeling, open enrollment management, compliance (ACA, ERISA, Form 5500, DOL audit governance), talent-aligned total rewards, and vendor/broker coordination, delivered through Advisory, Strategic, and Executive tiers on a retainer basis.

benefits strategyCompliance governanceM&A benefits due diligencemarket benchmarkingopen enrollment managementRFP leadershiptotal rewards modelingvendor and broker coordination

Benalytics Consulting Group, LLC is an employee benefits consulting, brokerage, and administration firm based in Marietta, Georgia. Since 2005, it has supported fully insured and self-funded employers, ranging from 2 members to over 8 million, including Fortune 500 and governmental organizations. The firm is led by senior consultants and underwriters with more than 150 years of combined experience across national consulting, actuarial, and insurance firms.

benchmarkingbenefits administrationbenefits consultingBrokeragecall center and customer serviceclaim auditsclaims adjudicationdata analyticsdependent verificationHR strategymulti-media campaignsplan enrollmentrate negotiationrecordkeepingRFP managementunderwritingwebsite design and hosting

Bloom is a strategic planning firm with deep experience in preK-12 education, development, and facilitation, helping schools and organizations improve and grow. It works cross-sector with education, health and human services, community development, and municipal providers in Philadelphia and across the country. Bloom is part of Mission Partners Group, LLC, a certified women-owned small business.

board self-assessmentcommunity engagementexecutive coachingprocess facilitationproject managementresearch (interviews, surveys, focus groups, landscape scans)strategic planning

Bluebird Advisors LLC is a Washington, DC-based financial and strategic advisory firm specializing in infrastructure and transportation. Founded in 2018, it delivers independent, objective advisory services to public agencies and investors navigating complex infrastructure initiatives across the United States, spanning transit, transportation, and public infrastructure projects nationwide.

alternative deliveryfinancial analysis and structuringorganizational readiness assessmentprocurement advisorypublic-private partnerships (P3)revenue-sharing frameworksrisk analysisstrategy and capital planningtransit-oriented development

Blue Green Future develops science-based financial models to value natural capital, carbon, and biodiversity, turning ecosystems into investable assets. The company connects science, finance, and technology with conservation wisdom to link capital to high-integrity projects that protect and regenerate ecosystems and communities. It also advises governments on incorporating natural capital into economic policy.

economic modelingnatural capital valuationnature-based solutionspolicy advicescience-based finance

BlueSky to BluePrint works with leaders of academic and cultural organizations, libraries, publishers, societies and other organizations and businesses to identify, test, refine, and implement strategies that empower teams to create programs, projects, and services that make a real impact. It translates the tools and strategies of the business world to serve the needs of mission-focused clients.

audience and landscape assessmentsbusiness model developmentcompetitive landscape assessmentfull-cost budget developmentgrant writing and proposal developmentlogic modelingmeeting facilitationprogram evaluationresearch study design and analysisTraining and Workshops