Data to Decisions. Scenario-Ready. Under Your Brand.
Outsourced Financial Modeling & Forecasting Services for CPA Firms
White-label financial modeling and forecasting services for CPA firms across the USA. From revenue and expense forecasting to investment planning and risk assessment, our offshore financial modelers integrate into your existing workflows, delivering clarity and confidence.
-70% Savings
compared to in-house modeling teams
% faster
model delivery with optimized workflows
X
improvement in forecast accuracy
/5
access to senior corporate finance modeling experts
Forecast Confidently. Plan Aggressively. Model Precisely.
Outsourced Financial Modeling Services: Designed for CPAs, Engineered for Insights
Our financial modeling and forecasting services, which are outsourced to the USA to CPAs, are designed not only to create spreadsheets but also to bring insights that your clients need to make better decisions. We provide you with audit-ready, structured, and branded models, no matter if it is for your long-term strategic planning, short-term cash forecasting, or valuation modeling for deals.
The first step of every job is goal-specific scoping to guarantee that the model captures the essential business drivers, operational levers, and market dynamics. After that, we create dynamic models that can be updated with new assumptions, connected to real-time data, and produce automated reports and summaries, helping you win in client conversations.
Our virtual financial modeling services can adjust to your requirements, whether you cater to startups or mature businesses. From income and expenditure forecasting to scenario analysis and risk assessment services, we assist CPA firms in improving their advisory game.
- Driver-based P&L, cash flow, and balance sheet models
- Revenue forecasting and operating margin analysis
- Outsourced financial projections and budgeting solutions
- Corporate finance modeling for decision-making and investor reporting
- Investment and valuation modeling for firms and M&A readiness
- Real-time dashboards integrated with QuickBooks, NetSuite, or Excel
- Stress-tested assumptions and scenario planning for risk management
When you hire our offshore business financial analysis and planning team, it is not only that you receive models but also decision-ready intelligence that you can present to your clients quickly and confidently.
Model Smarter. Forecast Sharper. Advice Better.
Enhance your planning capabilities with professional financial modeling, no new hires required.
End-to-End Offshore Financial Modeling for CPA Firms
Our full-cycle outsourced financial projections and budgeting solution encompasses everything from intake to delivery. The business levers and assumptions are mapped, and then these are converted into dynamic models that facilitate decision-making and growth planning activities.
Thus, the process attempted to confirm accuracy, consistency, and strategic alignment:
- Detailed data intake and assumption mapping
- A multi-statement financial model builds (P&L, balance sheet, cash flow)
- Scenario and sensitivity analyses for stress testing
- Automated updates for driver-based forecasts
- Profitability and breakeven modeling
- Executive-ready dashboards and KPI packs
- Narrative commentary for clear advisory
Forecasts That Fuel Strategy
Provide your firm with forecasting expertise without hiring in-house with our virtual financial modeling solutions.
Build Fast. Present With Confidence.
Hire a Financial Modeler with Globus Finanza
Expand your advisory bench with offshore financial modelers trained in CPA workflows and corporate finance best practices. They become part of your internal team, bringing expertise in valuation, budgeting, and financial planning.
- U.S.-calibrated modelers familiar with CPA processes
- Full-time, part-time, or on-demand availability
- SOP-driven model development tailored to your controls
- Proficient in Excel, Power BI, and financial systems
- Specializing in scenario modeling, forecasting, and profitability analysis
Why Choose Globus Finanza for Outsourced Financial Modeling?
Your clients expect clarity and confidence in every forecast. We provide both, and in your name. Our analysts are not just number crunchers; they are strategic partners who deliver branded, actionable insights. We combine robust modeling with consistent review, transparent communication, and flexible engagement models.
Every engagement adapts to your needs, whether one-off projects or ongoing FP&A support, without requiring new hires or systems.
- Senior models trained in CPA methodology
- Branded deliverables that reflect your firm’s standards
- Live dashboards and scenario-ready models
- Cash flow, margin, and profitability-driven insights
- Support for acquisition modeling and financial planning
- Scalable staffing for periods of high demand
- Flexible arrangements from project to full-cycle support
Turn Forecasting into Competitive Advantage
Leverage financial models that elevate your advisory role without expanding your team.
How We Deliver the Best Financial Modeling for Your Firm
At Globus Finanza, accuracy converges with purpose. Our outsourced budgeting and financial forecasting solutions are designed for simplicity, uniformity, and practical application. We don't produce models; we empower advisory teams to make decisions with confidence.
From discovery and alignment to delivery ready for executives, we build an FP&A engine that is scalable and easily auditable. Each client engagement is aided by SOPs, dashboards, and ongoing improvement.
- Onboarding with documented model architecture on a dedicated basis
- Seamless integration with QuickBooks, Xero, NetSuite & ERP
- Monthly structured updates and variance analyses
- Stress testing and scenario modeling
- Planning seasonal, scalable modeling support
- Constant improvement according to feedback
- Client-ready presentation decks and commentaries under your brand
Got a Question?
Frequently Asked Questions
We create a variety of financial models to meet business objectives and client requirements. These include driver-based P&L models, three-statement projections (P&L, cash flow, balance sheet), scenario and sensitivity analysis, breakeven and unit economics modeling, investment return calculation, and enterprise valuations. Each model is developed under your company's brand and made ready for intuitive internal and client use. Whether you're getting ready to present at the board of directors' meeting, negotiating an M&A transaction, or launching a new product, we've got you covered.
Yes. We provide uninterrupted data connectivity with top accounting and ERP systems such as QuickBooks, Xero, NetSuite, and Sage. Models draw actual-time or batch data from these systems to refresh current assumptions and track actual performance. This minimizes manual data management, enhances accuracy, and facilitates automation of repeat forecasting cycles. Integration is defined during onboarding to fit your firm's data landscape.
Turnaround varies with complexity, but most routine models are delivered in 7–10 business days. For time-sensitive projects or urgent advisory requirements, we have expedited delivery options with singularly focused resources. All models undergo a formal review and QA process to maintain quality, accuracy, and usability. Schedules also involve client feedback loops for revision or enhancement.
Yes, we can deliver repeat model updates tailored to your advisory or reporting frequency. Updates involve reconciling with actuals, sharpening assumptions, seasonalizing, and creating new dashboards. We offer monthly or quarterly cycles based on client requirements. We also include commentary and analysis where necessary, allowing your firm to provide forward-looking analysis to clients.
Yes, our modeling capabilities are scaled to suit companies of all sizes, from early-stage startups that require simple forecasts to expanding enterprises that need sophisticated scenario analysis.
Yes. We facilitate investment decks, M&A due diligence, cap table modeling, and valuation structures to aid decision-making and negotiations.
Yes. We use strict procedures such as secure portals, encryption of data, NDAs, and role-based access controls to protect your client's financial information.
Latest Insights on Financial Modeling & Forecasting
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