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I will build custom financial models, budgeting, and forecasting in excel or sheets
US Focused Accounting and CAS Specialists for Startups and Growing SMBs
Welcome to ExcServ CAS! We are U.S.-focused accounting specialists headquartered in Austin, TX, with operations in the Philippines. We combine traditional accounting rigor with cloud tech (QBO, Gusto,...
About this Gig
Need clear financial insights to track runway, spot trends, and make confident business decisions? ExcServ CAS builds dynamic, audit-proof financial models tailored to your business goals.
Services Included:
Custom Dynamic Financial Models in Google Sheets or Excel
Annual Budget Creation & Rolling Cash Flow Forecasting
Monthly Budget vs. Actual (BvA) Variance Analysis
Custom KPI Dashboards for SaaS, E-Commerce, and Service Businesses
Investor-Ready Financial Summaries & Runway Analysis
How to Order:
Please message us before ordering so we can review your exact project scope and deliver a tailored quote.
Visualization Tools:
Google Looker Studio
•
Microsoft Excel
•
Other
Type of model:
Scenario analysis
•
3 Statement Model
•
Other
Industry:
E-Commerce
•
Legal
•
Other
Target country:
United States
FAQ
What information or access do you need from me to get started?
We typically need view/export access to your accounting software (QuickBooks Online), bank/credit card statements, or historical financial exports (CSV/Excel). Once you place an order, we provide a secure checklist detailing exactly what is required.
Is my financial data kept secure and confidential?
Absolutely. As an established accounting firm, strict data privacy, confidentiality, and security protocols are standard for our operations. We are happy to sign an NDA upon request.
What format will the final deliverables be in?
You will receive fully editable, dynamic Microsoft Excel (.xlsx) files and Google Sheets links. All formulas are completely unlocked, dynamic, and easy to update as your business grows.
Can you handle custom or complex financial models?
Yes! We build tailored models for SaaS (ARR/MRR, CAC, LTV), E-Commerce, Real Estate, and Service businesses. If you have unique business logic, please send us a message before ordering so we can provide a custom quote.
What if I need updates or adjustments after the order is delivered?
Every package includes revision rounds to ensure the model aligns perfectly with your expectations. If your business scope changes later on, we offer quick updates through custom orders.
