Services

Financial leadership
for your business

Six specialized practices, each addressing a distinct financial challenge. From strategy to automation: we take finance off your plate.

Whales Finance team
Financial ModelingCash Flow ForecastingBudgeting & ForecastingScenario PlanningExecutive DashboardsKPI FrameworkUnit EconomicsBoard ReportingProfitability AnalysisRisk AssessmentCapital PlanningGrowth StrategyFinancial ModelingCash Flow ForecastingBudgeting & ForecastingScenario PlanningExecutive DashboardsKPI FrameworkUnit EconomicsBoard ReportingProfitability AnalysisRisk AssessmentCapital PlanningGrowth Strategy
01

Fractional CFO

Get the strategic financial guidance of a seasoned CFO, deployed fractionally. We take full ownership of your finance function, from monthly reporting to board-level strategy, without the overhead of a full-time hire.

Financial model & budgetCash flow managementWeekly CEO reportingKPI control
02

Financial Strategy

We build rigorous multi-year financial models that drive board decisions and investor confidence. From exit planning to monetization design, every model is built around your specific growth trajectory.

3-5 year modelValuation & exitScenario analysisMonetization strategy
03

Investment Readiness

We prepare companies to face investor scrutiny with confidence. From building data rooms to coaching founders through diligence, we close the gap between your numbers and what investors need to say yes.

Investor deck & modelDue diligence prepM&A advisoryInvestor communication
04

AI Finance Automation

We deploy AI-driven finance tools that eliminate manual work and surface insights instantly. Automated P&L, real-time dashboards, and AI-powered forecasts make your finance function faster and more accurate.

Automated reportingAI forecastingSmart dashboardsProcess automation
05

FP&A & Unit Economics

We design and run FP&A functions that give leadership teams total clarity on unit economics, cohort performance, and forward-looking forecasts. Decisions get faster when the numbers are right.

Unit economicsCAC/LTV analysisKPI & OKR systemRolling forecasts
06

Finance for Your Business

Whether you are a sole trader, an SME, or a growing company, we cover the full spectrum of finance operations. Accounting, bookkeeping, tax compliance, and financial reporting handled end-to-end, no matter your industry.

Business accountingIndividual entrepreneurBookkeepingFinance operations

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