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Financial Modeling Specialists Anything and Everything Excel |
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What Clients Say About Financial Modeling Specialists:Kabir Nain, owner Santé Management, LLC.: "[T]his [off the shelf model] is exactly what I had in mind when I requested a financial projection model. I am extremely pleased with it."Adam Lupa, CEO, xpressivo.com, LLC.: “…as usual! I think you have this business pretty well figured out.” “…this is an EXCELLENT reflection of why I engaged your services - much appreciated.” [Emphasis by Mr. Lupa.]Erica Falk, CEO, DoulaSpot.com, Inc.: "Great Work! This looks fantastic."Trish Hayward, Founder and Managing Partner, Catalyst Strategies, Woodside, CA:"Bill did an amazing job responding to our requirements and building a robust and flexible market sizing model to support an opportunity assessment project. He worked seamlessly with our team to complete the model on schedule. He also was a pleasure to work with, he was flexible, and responded quickly when we had changes and new requirements. The end result exceeded our expectations. We look forward to working with FMS in the future.” Theo A. Gallier, Chief Investment Officer, Private Ocean, San Rafael, CA: Automation of our Comprehensive Annual Review process by Financial Modeling Specialists saves our firm countless hours of tedious, inherently error-prone, manual work to prepare a client portfolio for re-balancing and review with our client.
Mr. Crisick conducted this engagement in a highly professional manner, beginning with his proposal for the project. He was always responsive to our requests for modifications and additions, and recommended and incorporated numerous important quality control features before we thought of them.
It has been a pleasure to work with Mr. Crisick and Financial Modeling Specialists, and we look forward to a continuing business relationship. Susie Garcia, Director of Marketing, Professional Construction Group, Inc., Hayward, CA: Mr. Crisick developed a highly sophisticated but very usable model that enables our sales reps to easily and quickly price out a job for presentation to their customers. As we were working together to develop the model Mr. Crisick offered numerous suggestions and ideas for improvements I had not thought of. He also developed logic and formulas in the model to solve several computational issues with which I had been struggling.
It was a pleasure to work with Financial Modeling Specialists. Mr. Crisick was highly responsive to my requirements and very creative in suggesting and implementing solutions for concerns that arose during this project. I look forward to working with Bill on new projects for our company. Adam Meyers, CEO, MRI Imaging Center of Fresno, Inc. Financial Modeling Specialists developed a Commission Analysis Model that fully meets our exacting specifications. The model calculates commissions payable to our reps according to a specified set of goals for each rep, that we can change as required. It also analyzes the data in several different ways that enable us to look at total commissions paid by resource, or rep, or tier. Further, it is easy to update as new data becomes available each month.
Mr. Crisick is truly an EXCEL “Guru”, and was extremely professional in his conduct of this engagement. He was fully responsive to our numerous requests for small changes to the model. We look forward to a continuing business relationship with Financial Modeling Specialists. Ryan Gilbert, CEO, PropertyBridge, Inc., Oakland, CA: Financial Modeling Specialists did an outstanding job in building a financial projection tool customized to our business model and operating needs. Bill rapidly grasped a detailed understanding of our operations and plans, and produced a planning tool that was accurate, flexible, and easy to use. He was highly responsive to requests and suggestions for changes, and kept me fully informed of his progress and various modeling issues as they arose. He delivered a valuable planning tool on schedule and within budget, always working in a highly professional manner. I look forward to a continuing relationship with Bill and Financial Modeling Specialists.
Al Aguirre, CEO, Vask Consulting, San Francisco, CA: Mr. Crisick created a planning tool for our consulting practice based on my detailed specifications. The model accurately mirrored my plans for the business, including multiple practice areas, expansion into additional offices, multiple project sizes, and more. He was flexible in building the model to my needs, and he met my deadlines. I enjoyed working with Bill and look forward to an on-going relationship with Financial Modeling Specialists.
Elisabeth Montgomery, PhD., Regional General Manager – Pacific Rim, InterLangua, LLC, Chicago, IL: Bill did a superb job creating a financial model that precisely mirrored our business model and operating plan. The model was easy to use, accurate, and robust. Bill responded quickly to my detailed questions and requests for enhancements. He has provided valuable on-going support and advice as our expansion plans took shape. I look forward to working with him on a continuing basis.
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