As a first-time founder financial… As a first-time founder financial planning isn’t an area I have a lot of experience. I know enough to make assumptions and define the story I want my business to tell but putting into a financial forecast was overwhelming. I wanted a model that helped me understand what was happening in my business and know what targets we needed to set. Numberly was wonderful. Their model meets all my needs and makes it easy to move my business forward. What they’ve given me isn’t just a spreadsheet I’ll give to investors. It will be a plan we can implement!

True Professionals We rely on Numberly's consulting for all our pro forma and modeling needs. They are true pros and great communicators. They help us not just provide what we ask for but help identify what we might be missing, bringing their expertise to not just deliver an agreement but build and strengthen or financial model more broadly.

I would give Numberly 10 stars if I… I would give Numberly 10 stars if I could! Numberly is part of our team! As a self-funded startup, we cannot afford a full time CFO just yet. Monica and John have provided exceptional support! John's help building out our financial model gives us the clarity we need to better position for potential investors. I strongly recommend Numberly to any business needing a fractional CFO!

As someone who is not very financially… As someone who is not very financially savvy, I was really stuck when I had to put a financial model together for my startup as a critical aspect of the requirements for the 10kSB program run by Goldman Sachs. With Numberly’s help I submitted a properly defined model that was exactly what they were looking for. As a bonus it has helped me plan and run my business day to day much better, so I can stay on top of what really matters. Also, to be able to click and send something to my accountant will make my life so much easier.

Excellent Communication & Standard of Work Communication has been excellent throughout, as well as the speed of delivery. There was a lot of moving parts to the model we needed but John grasped everything immediately. I was surprised at just how easily he was able to interpret everything and produce a model that is beyond what I'd expected. Despite all the inputs and variables, the Dashboard provides the overview that is simple for anyone to understand, so sharing it with investors has been a pleasure.