Finance support for companies on the rise!
Straightforward, honest, financial insights.
You started small, you grew fast, and now the numbers are overwhelming. That’s where I come in.
Financial Data Lift
HI THERE. I’M ADAM RODRIGUEZ
Don’t worry about sounding professional. Sound like you. I can translate.
What’s different:
→ Deep operational experience, bridging non-technical and technical collaborators together quickly
→ Automation-first approach
→ Startup-native thinking (financial models that match messy reality, all of my experience has been with startups and smaller)
→ Friendly pricing and flexible scopes
Personalized financial strategies for your present and future.
Financial Modeling & Forecasting
Revenue projections & cash flow analysis
Profitability modeling & scenario planning
Budgeting & expense tracking
Accounting Support
GAAP revenue recogition modeling
GAAP proforma modeling
Sales tax research
Data Analysis & Business Intelligence
Pricing strategy & cost structure review
Business efficiency & profitability analysis
Financial dashboard setup (Excel, Power BI, SQL, Google Sheets)
Business Strategy & Growth Consulting
Revenue growth, cohort, retention analysis
Reduction in force modeling
Data driven modeling for key decision making support
Custom Solutions & Automation
Revenue Recognition in SQL
Replace error prone manual refreshes with script automation
You don’t need to switch tools—I’ll build smart automations directly inside your existing Google Sheets and Excel to save you time and reduce manual work.
MISSION
