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Fiverr Pro
Português
$
USD
I will perform strategic financial analysis for business growth
Expert CPA helping businesses stay compliant, profitable and organized
I'm Brandon Underwood, CPA, MAcc, founder of Lucerna Financial Solutions. With over a decade of experience, I specialize in tax preparation, bookkeeping, financial reporting, and outsourced CFO servic...
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Brandon foi selecionado pela equipe do Fiverr Pro considerando sua experiência.
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Consultoria Tributária
Contabilidade
Sobre este Serviço
Vetted Pro
If you're growing a service-based business and need more clarity around your numbers, this service is for you.
I help businesses like yours make smarter decisions with custom budget models, scenario planning, and financial visuals you can actually understand.
This gig is focused on building tools not just reviewing your books. Youll walk away with visual reports and budgets that help you:
- Understand breakeven points and pricing impacts
- Forecast cash flow and runway
- See how changes in revenue, costs, or hiring affect the bottom line
- Make smarter strategic decisions with confidence
Whether you're planning for growth, pitching to lenders, or simply want to optimize your cost structure Ive got you covered.
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Perguntas frequentes
What is included in the budgeting service?
Each package includes a custom financial budget tailored to your business needs, covering revenue, expenses, and performance goals, along with a scenario-based forecast.
How long will it take to complete?
The entire process, from consultation to final delivery, typically takes 2-3 weeks, depending on complexity and client availability for review sessions.
What do I need to provide?
Your most recent Profit & Loss, Balance Sheet, and general info about your business model, pricing, costs, and growth plans.
Can I get ongoing support after the budget is delivered?
Yes, I offer ongoing advisory services to review and adjust the budget as needed to ensure it remains aligned with your business goals.
What makes your service different?
My CPA expertise ensures that you receive precise, actionable, and strategic financial advice tailored specifically to your business needs.
What types of scenarios can you build?
Common options include growth vs. lean planning, pricing changes, staffing adjustments, or cost reduction plans. Custom scenarios are welcome — just message me first.
