Financial Advisory · Analytics · Bookkeeping

Know your numbers. Grow with confidence.

We turn your financial statement data into a clear 3-year diagnostic, a scored view of your financial health and a 12-month cash plan, so you can decide with facts, not guesswork.

CLO-ANALYZERStrong
78/ 100 Financial Health Score
Liquidity82
Profitability74
Debt level61
Cash conversion79
−Downside
●Base
+Upside

Illustrative sample, not client data

3Years of history diagnosed
12Months of cash forecasting
3Scenarios: Downside, Base, Upside
100%Remote, wherever you operate

The CLO-ANALYZER Engine

Our proprietary platform applies microfinance-grade audit discipline to your books and delivers answers a business owner can act on.

01

Financial Health Scoring

Liquidity, profitability, debt and cash conversion ratios, each rated from Critical to Strong so you see risks at a glance.

02

3-Year Diagnostic

Trend analysis across three fiscal years reveals what is improving, what is slipping and why.

03

12-Month Scenario Modeling

Downside, Base and Upside budgets let you stress-test decisions before you commit capital.

04

Early-Warning Alerts

Automated cash-runway alerts flag an approaching pinch weeks ahead, while you can still act.

05

Financial Statement Import

Drop in your Profit & Loss, Balance Sheet and Cash Flow reports, from any accounting system or spreadsheet, and get a full health evaluation fast.

06

Executive Report

A concise, plain-language report with prioritized recommendations, built for owners, boards and lenders.

How We Work

A simple, structured engagement from first call to ongoing advice.

Discover

A free call to understand your business, goals and pain points.

Clean & Connect

We organize your books and import your financial statements securely.

Diagnose

CLO-ANALYZER scores your health and models 12 months ahead.

Advise

We walk you through findings and agree on clear next actions.

Complete Accounting Support

Reliable bookkeeping is the foundation of good analysis. These services come with every engagement.

Accounting Setup & Clean-up

Chart of Accounts design, categorization catch-up and historical ledger clean-up.

Bank & Card Reconciliations

Statements matched to your ledger with uncleared items tracked down to zero discrepancy.

A/P & A/R Tracking

Invoice collection and vendor liabilities managed to protect your liquidity.

Monthly P&L Reporting

Timely, accurate statements with commentary on what moved and why.

Lender & Investor Packs

Credible financial packages that support loan and funding applications.

Budgeting & KPIs

Budgets and a short list of KPIs your team can actually track.

Engagements Built Around You

Transparent, quote-based pricing scaled to the size and complexity of your business.

Diagnostic

Custom quote
  • One-time 3-year CLO-ANALYZER audit
  • Financial statement analysis
  • Executive summary and walkthrough
Request a Quote
Most Popular

Monthly Growth Advisory

Custom quote
  • Monthly bank reconciliations
  • P&L reporting and cash-runway alerts
  • Monthly diagnostic review call
Request a Quote

Full Advisory Suite

Custom quote
  • 12-month scenario modeling
  • Full clean-up and A/P & A/R tracking
  • Executive and lender reviews
Request a Quote

Common Questions

Which accounting software do you work with?

We work with financial statement data from QuickBooks and other accounting systems, or even well-kept spreadsheets. If you can export a Profit & Loss, Balance Sheet and Cash Flow report, we can analyze it.

Can you work with us remotely?

Yes. All our work is done remotely through secure file sharing and scheduled video or phone calls.

How is my financial data protected?

Your data is used only for your engagement, shared through secure channels and never disclosed to third parties. We can sign a confidentiality agreement on request.

How quickly can I get my diagnostic?

Timing depends on the state of your books. We confirm a clear timeline in your quote after the free consultation.

Let's look at your numbers together

Book a free consultation. Tell us about your business and we will propose the engagement that fits.

Email Us to Get Started clotairefoppa14@gmail.com