Custom Financial Modeling

ProActive Strategies builds custom, interactive and holistic business modeling for your whole company - not only your accounting department.

Unlock potential, insight, and your next power move!

Interactive - Predictive - Actionable

  • Using data mapping, we transform your financial data into a predictive and interactive solution.

    • Pick a FY quarter → Find your Income Statements

    • Pick a date → Glance at your Balance Sheet

    • Select a custom time period → View your Cash Flow Statement

    • Slide into the future → Actionable financial projections.

    … all at your fingertips!

“This is how we get a $20 million company to act like a $200 million company.” - Shane Cormier, CEO, Founder

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Holistic Company Projections

  • Your company is so much more than - only - the accounting department. Every department impacts your bottom-line. We work with you to incorporate the value each role provides into your custom financial modeling.

    • Sales

    • Account Management

    • Human Resources

    • Logistics

    • Technology

    • Customer Service

    • … and yes, Accounting

    → With a click of a button - integrate, visualize and download your company’s full picture. Or zero in on one department!

Discover vital trends within your business. Scale up! Make powerful moves!

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Multi-Sector/Multi-Industry Companies

  • When your company acts in multiple sectors or industries, you need the flexibility to view the whole, but also break down by area - geographic, industry or sector - at the click of a button.

    • Aerospace

    • Automotive Extrusion Manufacturing

    • Call Centers

    • Construction

    • Design/Build

      • Electrical

      • HVAC

      • Plumbing

      • Refrigeration

      • Sanitation

    • E-commerce

    • Insurance & Underwriting

    • Logistics

    • Medical Device Manufacturing

    • Non-Profit Sector

    • Retail

    • Restaurants and franchises

    • Residential Development Lending

    • Software & Technology

    • Television Production

    • Truck Manufacturing

Proactive Strategies has the experience and expertise - in all of these industries and more - to build an interactive, predictive model encompassing your whole company!