Consulting Experience
Satisfied Customers
We believe in empowering individuals and businesses to take control of their financial destinies. Our team of seasoned experts takes the time to understand your individual or business goals, crafting tailored solutions that align with your vision for the future.
We offer startup investment strategies for fundraising, through financial modeling and pitch decks, and we offer resources and guidance every step of the way. We are here to empower you with the financial tools and strategies you need to achieve lasting success.
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Navigate the complexities of wealth creation and preservation with our seasoned wealth management experts.
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Success Rate
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Explore the possibilities and embark on a path of financial empowerment with Cosmics Financial Solutions.
Every transaction is meticulously recorded, analyzed, and transformed into insightful reports that empower strategic decision-making.
Precision insights, real-time data, strategic KPIs, and collaborative consultations for informed transformative decisions.
Identify deviations, enhance forecasts, and strategize for resilient financial performance with actionable insights.
Personalized planning, compliance management, global expertise, and continuous analysis for optimized financial outcomes and informed decisions.
Predictive analysis, scenario planning, investment valuation, and risk assessment for informed decision-making and resilient financial strategies.
Strategic storytelling, data visuals, investor-centric focus, and post-pitch support for impactful investor presentations.
Choose from various specialized packages or contact us today for customized plans.
Total of 4 Bank or Credit Cards
Setting up Chart of Account
Connecting Banks into the Accounting Software
Importing data from Legacy software (if applicable)
Accounts Receivable Management (customer invoicing).
Accounts Payable Management (Vendor Billing).
Verifying Financials against last tax return
Regular transactions categorizations
Monthly banks, Credit Card, Mortgage & Leases Reconciliation
Basic Monthly Profit & Loss and Balance sheet submission
Laison with CPA to file yearly taxes.Total of 7 Bank or Credit Cards
All the Bookkeeping Basic Package, and
Time tracking for managing bi-weekly or monthly Payroll reporting
Inventory management
Advance Monthly Profit & Loss and Balance Sheet statement (Class wise, tag, etc.)
Tailored management reporting
Financial Variance AnalysisUnlimited Bank or Credit Cards
All the Bookkeeping Basic And Intermediate Package
Financial Budgeting & Forecasting
Financial Trend Analysis
Advance Reporting (Dashboards, Infographics, etc.)
Accounting software connection with different APIs for automation (Amazon, Shopify, eBay, Etsy)
Monthly Sales Tax filing
Tax Impact Advisory
Income Statement or Profit and Loss Statement
Balance Sheet
Cashflows
Ratio Analysis
Market sizing (Optional)
Scenario Analysis (Optional)
Sensitivity Analysis (Optional)
Assumption Dashboard
Business Valuation
Microsoft Excel or Google Sheets| Services Package | Features | Pricing (USD) | Plan |
|---|---|---|---|
| Financial Modeling (Basic) | Financial Statement & Valuations | $3,000 - $5,000 | Choose |
| Financial Modeling (Advanced) | Financial Statement, Analysis & Valuations | $3,000 - $5,000 | Choose |
ARR and MRR
Churn Analysis
Customer Pipeline
HR (employees and contractors)
Marketing Expenses
Software Expenses
Legal Expenses
Professional Services
Analysis of the Actual Performance
Provide Budget Execution (budget versus actual) Variance Analysis
Board Presentation (with key insights, and analysis that helps in the strategic-level decisions)
Microsoft Excel or Google Sheets| Services Package | Pricing (USD) | Plan |
|---|---|---|
| Budget Development (One-Time) | $3,000 | Choose |
| Budget Revision (Quarterly/Half-Yearly/Annually) | $1,000 (per update) | Choose |
| Budget Updating (Monthly (recurring)) | $1,000 (per month) | Choose |
Business Overview
Customer Pain Points
Solution
Market Size
Financial Projections
Team
Other Sections (optional)
15 to 20 Slides (presentation slide document)
Microsoft PowerPoint or Google Slides| Services Package | Pricing (USD) | Plan |
|---|---|---|
| Pitch Books | $3,000 – 5,000 | Choose |
| Pitch Books + Financial Modeling | $5,000 – 10,000 | Choose |
Our clients are as diverse as they are amazing, ranging from startups to established businesses.
The above testimonial is about Martha Chumo, who taught herself to code in one summer. This testimonial example works because it allows prospective customers to see themselves in Codeacademy’s current customer base.
In the above testimonial, a customer named Jeanine shares her experience with Briogeo’s products. While the post is scattered with too many product mentions, it takes full advantage of its real estate by allowing the writer to tell
The above testimonial is about Martha Chumo, who taught herself to code in one summer. This testimonial example works because it allows prospective customers to see themselves in Codeacademy’s current customer base.
Hey there! Got questions? We've got answers. Check out our FAQ page for all the deets. Still not satisfied? Hit us up.
At Cosmics Financial Solutions, we pride ourselves on being a dynamic and client-centric financial services firm specializing in accounting, reporting, and financial modeling. Our comprehensive suite of services is designed to address the unique needs of businesses like yours, providing strategic insights and precision in financial management.
We streamline your financial processes, ensuring accuracy and compliance with the latest accounting standards. Our detailed financial statements provide a clear overview of your business's fiscal health, aiding in informed decision-making. Move beyond generic reports. We design customized financial reports aligned with your business objectives, providing actionable insights. Our team goes beyond the numbers, offering in-depth analysis to help you understand the story behind the data.
Cosmics Financial Solutions operates on a transparent fee structure tailored to the services provided. Our fees are discussed openly with clients, and any additional costs, if applicable, are communicated clearly. We prioritize clarity and ensure that clients have a comprehensive understanding of the financial arrangement, promoting trust and transparency in our partnership.
At Cosmics Financial Solutions, we understand the importance of keeping clients informed. The frequency and detail of financial report updates can be tailored to your preferences. Typically, clients receive regular updates, and the level of detail encompasses a comprehensive overview of business performance, asset allocation, investment positions, and any relevant market insights. Our goal is to provide transparent and timely information, empowering you to stay actively engaged in the management of your financial position. We work collaboratively to ensure the reporting frequency and depth align with your preferences and communication needs.
At Cosmics Financial Solutions, we recognize the uniqueness of each client's financial journey. Our approach involves a personalized assessment of your risk tolerance, financial goals, and preferences. Through in-depth consultations, we gain insights into your comfort level with risk and your aspirations. Subsequently, we customize our services to align with your specific needs, ensuring desired reports are always submitted on time with minimum noise. This tailored approach allows us to create a financial roadmap that reflects your unique circumstances and helps you achieve your desired financial outcomes.
At Cosmics Financial Solutions, accessibility and client communication are top priorities. Our team is readily available to address inquiries or concerns through various channels, including email, phone, and scheduled meetings. We understand the importance of timely communication and strive to respond promptly to ensure that our clients feel supported and informed throughout their financial journey. Additionally, we work collaboratively with clients to determine their preferred mode of communication, ensuring that interactions are conducted in a manner that aligns with individual preferences and fosters a strong and open client-advisor relationship.
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