Financial Consultation

Financial Consultation Services to Drive Smarter Business Decisions

At RealTaxPK, we provide expert financial consultation services tailored to the unique needs of small to mid-sized businesses, startups, and growing enterprises. Our goal is to turn your financial data into actionable insights—helping you plan better, grow faster, and secure funding with confidence.

Whether you’re looking to optimize internal decision-making or present your financials to investors, we’ve got the tools and expertise to support you every step of the way.

✅ Our Financial Consultation Services Include

1. Financial & Management Reporting

We deliver customized, insightful reports that help you monitor performance, control costs, and make informed business decisions.
We specialize in:

• Profitability analysis
• KPI dashboards
• Monthly management reports
• Board-ready financial summaries

Tools We Use:
✔️ Microsoft Excel (custom templates)
✔️ Fathom (performance & visual dashboards)
✔️ Syft (automated financial analytics)

2. Forecasting & Budget Preparation

Plan for the future with realistic, data-driven budgets and forecasts. We work closely with your team to:

• Set financial goals
• Build rolling forecasts
• Monitor budget vs. actuals
• Adapt to changing market conditions
  

   

All budgets and forecasts are built in Excel or integrated into your accounting software using Fathom or Syft, depending on your preference.

3. Fundraising Support & Investor Pitch Decks

Securing funding requires clarity, confidence, and compelling financials. We help you prepare:

• Financial projections tailored for investors
• Investor-ready pitch decks (with visuals and KPIs)
• Break-even analysis and use-of-funds plans
• Valuation models and investor Q&A support

Whether you’re raising a seed round, Series A, or preparing for debt financing, we bring both structure and strategy to your fundraising journey.

4. Financial Modeling & Cash Flow Forecasts

Our detailed financial models help you simulate various business scenarios, identify risk areas, and make long-term plans with confidence.
We provide:

• 3-statement financial models (P&L, Balance Sheet, Cash Flow)
• Scenario & sensitivity analysis
• Cash burn rate & runway tracking
• Custom Excel dashboards for executive visibility

Models are prepared using advanced Excel templates, or can be created and synced using Fathom or Syft depending on your accounting stack.

💼 Why Work With Us?

• Deep experience with financial planning, modeling, and reporting
• Certified professionals with backgrounds in accounting, finance, and fundraising
• Hands-on support using Excel, Fathom, Syft, QuickBooks, Xero, and other platforms
• Experience working with startups, SMEs, and e-commerce brands
• Fast turnaround, data confidentiality, and a results-driven approach