Your Trusted Financial Consulting Partner

At Point One Financial Consulting, we specialize in financial planning, analysis, and modeling for small to mid-sized corporations navigating both growth periods as well as challenge cycles. Let us help you achieve your financial goals.

A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.

Industries Served

NonProfit / Charitable
Financial Services
Capital Markets
Private Equity
Cable Industry
Marketing / Communications / IT
Technology
Merchandising / Internet Sales
Manufacturing
Consumer Products
Software As A Service (SAAS)

Services Provided

Financial Planning / Budgeting / Forecasting
Financial Reporting / Government Filings
Variance Analysis
Bottom-Up Financial Modeling
Financial Statement Projections / Pro-Forma
Decision Support
Ad Hoc Analyses
Process Simplification
Cashflow Modeling
Project Management
Hyperion / IBM TM1 / Netsuite Integration

Financial Consulting Services

Expert guidance in financial planning, analysis, and modeling for small to mid-sized corporations.

Financial Planning

Tailored financial planning services to help businesses navigate growth and decline effectively.

A person standing in front of a projector screen displaying interest rates and other financial information. The person appears to be giving a presentation or lecture in a classroom or office setting. A computer monitor and some papers are visible on a desk in the foreground.
A person standing in front of a projector screen displaying interest rates and other financial information. The person appears to be giving a presentation or lecture in a classroom or office setting. A computer monitor and some papers are visible on a desk in the foreground.
Business Analysis

In-depth business analysis to identify opportunities and challenges for sustainable growth and success.

Comprehensive financial modeling to support strategic decision-making and enhance operational efficiency.

Financial Modeling
A close-up of a printed financial newspaper or report featuring numbers and text organized in columns and rows. There is a percentage symbol placed within a red circle on a green background, possibly indicating financial data or statistics.
A close-up of a printed financial newspaper or report featuring numbers and text organized in columns and rows. There is a percentage symbol placed within a red circle on a green background, possibly indicating financial data or statistics.
A laptop displaying a financial dashboard with various stock market graphs and data. The screen shows different stock indices and their performance, including line charts and a bar chart for market overview. The laptop is placed on a light-colored table, and a gray sofa is visible in the background.
A laptop displaying a financial dashboard with various stock market graphs and data. The screen shows different stock indices and their performance, including line charts and a bar chart for market overview. The laptop is placed on a light-colored table, and a gray sofa is visible in the background.

Consulting Services

Expert financial planning for small to mid-sized corporations.

A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.
A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.
Financial Analysis

In-depth analysis for informed business decisions and growth.

A tablet displaying a detailed digital financial trading interface with various graphs, charts, and numerical data. The screen shows candlestick charts with green and red indicators, illustrating market trends and stock prices.
A tablet displaying a detailed digital financial trading interface with various graphs, charts, and numerical data. The screen shows candlestick charts with green and red indicators, illustrating market trends and stock prices.
Learn
An interior space with a high ceiling featuring a large electronic board displaying various financial data and numbers. There is modern seating with red and white chairs, and a person is walking through the room.
An interior space with a high ceiling featuring a large electronic board displaying various financial data and numbers. There is modern seating with red and white chairs, and a person is walking through the room.
A computer screen displays a detailed financial graph with multiple lines and grids, indicating market trends over time. The background is blurred, giving focus to the graph.
A computer screen displays a detailed financial graph with multiple lines and grids, indicating market trends over time. The background is blurred, giving focus to the graph.
Modeling Solutions

Tailored financial models to support your business objectives.

Explore

Client Feedback

Hear what our clients say about our financial consulting services.

Point One Financial Consulting transformed our financial strategy, leading to significant growth and stability. Highly recommend their expertise for any corporation.

Sarah Johnson
A tablet screen displaying a financial chart with two lines, one red and one cyan, representing data trends over time. The background is dark with text showing figures at the top, including maximum, minimum values, and a percentage.
A tablet screen displaying a financial chart with two lines, one red and one cyan, representing data trends over time. The background is dark with text showing figures at the top, including maximum, minimum values, and a percentage.

New York

The insights provided by Point One Financial Consulting were invaluable. Their expertise in financial planning helped us navigate challenging times and achieve our goals effectively.

Detailed financial data presented in a tabular format, including company names such as Dow Inc., Caterpillar, and 3M. Various metrics and statistics are displayed, along with changes in value highlighted in green and red.
Detailed financial data presented in a tabular format, including company names such as Dow Inc., Caterpillar, and 3M. Various metrics and statistics are displayed, along with changes in value highlighted in green and red.
Michael Lee

Los Angeles

★★★★★
★★★★★
Point One Financial Consulting LLC

Expert financial planning for growing businesses.

Growth

Strategy

info@pointonefinancial.com

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