Forecasting built on your actuals. Not on guesses.
Arthur Financial Advisory builds driver-based operational financial models from your historical financials — a three-statement forecast you can run your business on, present to lenders and investors, and update as reality unfolds.
Senior CPA-led. Fixed project fees. Your model, your file — no black boxes.
Why an operational model?
A growth rate typed into a spreadsheet is a hope, not a plan. A real operating model connects your revenue drivers, headcount, and spending to the P&L and cash outcomes they produce — so you can see next quarter before it happens, test decisions before you make them, and answer "what happens if…" with numbers instead of instinct.
What we build
We start from two to three years of your historical financials — QuickBooks Online or NetSuite exports are perfect — and deliver:
- A driver-based, three-statement model: P&L, balance sheet, and cash flow that tie
- Revenue built from your actual drivers — customers, units, pricing — not a straight-line growth rate
- Headcount and operating expense plans grounded in your real run rate
- Base, upside, and downside scenarios, with sensitivity analysis on the drivers that matter
- A monthly forecast horizon calibrated to how you run the business
- Delivered in Excel. You own the file — no subscriptions, no black boxes.
Two ways to engage
One-time build. We build the model, load your historicals, calibrate the drivers with you, and hand it over with a full walkthrough — a complete, working model your team maintains from there.
Quarterly updates. After the build, we keep the model current: each quarter we load actuals, analyze variance against forecast, re-forecast the remaining periods, refresh the scenarios, and review it with you. Your forecast stays a living tool, not a stale file.
Both engagements are fixed-fee — see our Services & Pricing page for current rates.
Frequently asked questions
What do we need to provide? Two to three years of historical financials (QuickBooks Online or NetSuite exports are ideal), your chart of accounts, and about an hour with whoever knows the business drivers best. We take it from there.
How long does a build take? Typically two to four weeks from receiving your historicals, depending on complexity. We confirm the timeline in writing during the scoping call.
Do you forecast subsidiaries separately? Our standard scope is a single company or a consolidated-level forecast. Subsidiary-level modeling is available and scoped separately on the call.
Do we have to be an accounting client? No — the model is a standalone engagement. Many clients start here and add a monthly plan later; clients on our Controller plan and above receive preferred pricing.
What if our books need cleanup first? We'll tell you honestly on the scoping call. If the historicals need work before they can support a model, we can handle the cleanup — see our monthly plans — and then build on a solid foundation.
See next quarter before it happens.
A 30-minute call: where your books stand, what you want the model to answer, and a written fixed-fee quote. If a model isn't what you need yet, we'll tell you that too.