andrew@agcapitalcfo.com

Customization Services

Professional Excel Templates for your Business

Customization Services

Prepare your template: Excel Template Customization Services

Your business is unique. And it should be. We get that. No matter how many efforts we have put in creating generalized industry-specific templates, chances are that some parts of your business just won’t fit the template. So, we’ll customize it for you!

Excel template customization services

CFOTemplates.com is operated by the Financial Modeling World Cup – the world’s largest financial modeling competition. It brings together world-class modelers from all over the world and is sponsored by Microsoft.

We also specialize in financial modeling, planning and analysis services. We have a team of analysts who are experienced with companies across different industries and countries. They will guide you through the model and help to put the right numbers into the model. If you are about to make a huge mistake (e.g. overstate revenues or underestimate costs), they have the right experience and knowledge to warn you well in advance. It is much better to correct the errors while they are still on paper rather than when you have already encountered them in real life (and paid for them as well).

What do you get:

  • The template itself
  • Customization services (up to 4h)
  • E-mail and online call support, consultations, verification of your projections (up to 4h).

How it works:

  • After you purchase the template from our website, we receive an e-mail that you have placed a customization order. Our team’s manager will send you an e-mail during the next business day to establish the contact.
  • We appoint an analyst who will support you throughout the financial planning process. We arrange an online meeting with the person to discuss your requirements, terms, key inputs and variables to the model.
  • You review the template together with the analyst and formulate what exactly do you want to customize (e.g. increase product list from 10 to 25, etc.). The analyst will guide you through the model, show you how to put the numbers and customize the model for your specific needs.
  • After you have made your assumptions and created your own financial projections, our analyst will review the resulting figures. They will comment if the numbers are viable and will give you advice on improving your results

Let us do the work for you!

 

Contact our team if you’re looking for additional support with your company’s financial needs! You can request model adjustments for any template found on our website or request a completely customized financial template with your company’s data (operational budgets, cashflow projections, valuation models, cost analysis and other models).

 

Our company has over 12 years of experience as outsourced CFOs creating and improving financial models for different industries. Over these years we have worked with 500+ companies from 20+ countries in the world. We bet you won’t be able to name an industry we haven’t made financial models for.

 

The customization services are performed by the same team of analysts that organizes the Financial Modeling World Cup (our group’s company). The Financial Modeling World Cup is the world’s largest financial modeling competition, enjoyed by top-class modelers from all over the world. Our team is trusted by such big names as Microsoft, the main sponsors of the tournament, and ESPN who broadcast the tournaments to TV audience. You can learn more about FMWC here.

 

We typically charge a fixed price, depending on the amount of work. The most popular pricing plans are $199, $749 and $1,499 (see details).

 

Drop us a line at info@cfotemplates.com and we’ll get back to you with an offer!

 

Have feedback or suggestions? Get in touch with our founder & CEO, Andrew Grigolyunovich, CFA: andrew@fmworldcup.com

1 review for Customization Services

  1. Max

    I needed to distribute administrative costs over different shops in order to see the profitability of each shop individually. Got the model within just few days! Very fast service and open-minded communication!

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