Areas of Expertise
Fractional CFO Services
“There are so many things happening at once; I need someone to clarify how my decisions impact my finances.”
Our fractional CFO services offer comprehensive financial management, from cash flow forecasting to project oversight, ensuring clarity and strategic insight without the cost of a full-time CFO.
Singular Financial Model Creation
“I manage most financial tasks, but I need specialized help to truly understand my cost points and profit centers.”
We craft customized Excel models tailored specifically to your business, enabling you to confidently evaluate pricing, staffing, and other critical changes.
Ongoing Financial Management
“My business is growing and needs regular financial oversight, but we're not big enough for a full-time CFO.”
We provide regular financial management, including bookkeeping, budgeting, cash management, and profitability analysis, giving you peace of mind and clarity in your financial decisions.
Nonprofit Financial Management
“Managing grants and cash flow feels overwhelming and complicated.”
Occular specializes in the financial intricacies of nonprofit management, handling grant tracking, compliance, cash flow issues, and financial reporting so you can focus on your mission.
Startup Businesses
“I have a business idea, but I need expert help to know if it's financially viable.”
We support entrepreneurs in creating financial models, structuring investments, and planning realistically, ensuring your startup is positioned for success.
Innovative Models
“I want to disrupt the market with a unique idea but need a financial framework to understand its viability.”
Our team designs innovative financial models to capture your vision, enabling you to assess and present groundbreaking ideas confidently.
Occular Affiliate
“I'm passionate about financial clarity and want to help businesses succeed.”