I build the cash flow forecasts, budgets, and financial trackers small business owners need to make decisions — without hiring a full-time analyst to do it.
Pick one project or a running arrangement — most clients start with a single model, then keep me on for quarterly updates.
Cash flow forecasts, SaaS/subscription models, and scenario planning built in Excel or Google Sheets — the kind investors and lenders actually trust.
Budget-vs-actual trackers that flag variance automatically, so you know within minutes where a month went off plan.
Reports and dashboards your accountant, your bank, and your co-founder can all read at a glance — no more squinting at raw exports.
Every deliverable available in French and English — useful for Québec businesses reporting to head offices, boards, or lenders in either language.
20 minutes, no charge. We figure out what decision the model or budget needs to support, and what data you already have.
I build the working file — typically a 5–10 business day turnaround depending on scope — and check in once mid-way with a draft.
We walk through it together on a call. Anything unclear gets fixed before it's final — not after.
You get the file, a short written guide to using it, and 30 days of email support for questions.
Rebuilt a broken forecast model from the ground up for a subscription business — fixed circular reference errors and added scenario toggles for growth rate and churn.
Built a self-updating tracker that pulls monthly actuals against budget by category, with automatic variance flags and a one-page summary view for owners.
I work as a credit advisor at a major Canadian financial institution by day, and build financial models and budgets for small business owners on the side. That day job means every model I build has to hold up to the same scrutiny a lender would apply to it.
I started TheGenevieveCo because too many small business owners are either flying blind on their numbers or paying enterprise-level rates for tools they don't need. I build exactly what a business at this stage actually uses.
Start with a free 20-minute call — we'll figure out whether a model, a budget tracker, or something smaller is the right first step.