Step by Step Process with Direct Support
Get a fully dialed-in financial model that removes the guesswork and shows precisely what it takes to fund your startup
Three Major Steps
1. Start by Watching YouTube Video (Click Below)
This video provides detail instructions on how to complete all templates with important advice on how to execute. Download a pdf of this slide deck below
2. Download the Excel Workbooks (two versions)
Download the Excel Workbook and build out a draft plan from the step by step tabs. Two different complete models are available below:
3. Book Consultation Session to Finalize (Click Below)
3. Book Consultation Session to Finalize (Click Below)
Book a personal quality session to finalize your startup financial plan with Matt Evans. Once Base Year Model is done, then add out years
About Me
Matt Evans
With more than 30 years of experience across the full spectrum of accounting and finance, I’ve helped organizations of every size—ranging from early-stage startups and small private companies to large public enterprises and global nonprofits—build financial clarity, discipline, and long-term resilience.
I hold three professional designations—Certified Public Accountant (CPA), Certified Management Accountant (CMA), and Certified in Financial Management (CFM)—and have completed executive education programs at both the Wharton School of Business and the Kellogg School of Management, strengthening my strategic and leadership capabilities.
Throughout my career, I’ve served in roles that span corporate, nonprofit, and international environments, including Senior Business Analyst for Fortune 500 companies, Senior Advisor for Non-Profit Development in Sofia, Bulgaria, and Project Manager for Grant Thornton in Washington, D.C. I also bring deep expertise in startup finance, having built financial plans, models, and funding strategies for early-stage companies navigating their first critical phases of growth.
Email: mevanscpa@gmail.com
Support Packages
In-Depth Financial Model Review
Custom Financial Model Development
Custom Financial Model Development
Get expert eyes on your financial model to ensure it’s accurate, credible, and investor-ready. I’ll review every key assumption, validate the numbers, and identify opportunities to strengthen clarity, logic, and financial storytelling.
You will receive a detailed set of recommendations plus a complimentary Zoom session where I walk you through each improvement step-by-step.
Typical turnaround: 5–10 days | One-time fixed fee: $385
Custom Financial Model Development
Custom Financial Model Development
Custom Financial Model Development
I will work directly with you to build a financial model tailored to your business. We’ll begin with Zoom sessions to capture your key assumptions, requirements, revenue drivers, and cost structure.
You provide the inputs—I translate them into a clear, reliable, and fully functional model. Your model can be customized to support the exact reporting, dashboards, or outputs you need for investors, lenders, or internal planning.
This service is offered monthly and can continue for as long as you would like, including ongoing monthly advisory sessions to guide your startup’s financial strategy.
Monthly fixed fee: $1,535
Free Live Webinar Event
Developing Financial Projections for a Startup Business
Launching a small business is exciting—but it also comes with big financial questions. How much will you really need to get started? Will your sales be enough to turn a profit? How do you keep cash flowing so your business can grow?
If any of these concerns sound familiar, this webinar is designed for you. In this practical, easy-to-follow 90-minute session, Matt Evans will walk through the essential financial tools every new entrepreneur needs. You will leave with a stronger understanding of your numbers—and the confidence to make smarter financial decisions - guaranteed.
January 27, 2026 at 6:00 PM EST REGISTER ONLINE
Useful AI Tools
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Useful Videos
Startup Funding Explained | How to Grow Your Business | When to Pivot Your Startup | Where to Find Startup Grants | How to Raise Money from Angels | How to Create an MVP | How Non Citizens can Startup in USA | The Entrepreneurial Mindset | How to Write a Business Plan | Five Steps to Product Market Fit | Case Study on Product Market Fit | Digital Marketing 101 | Marketing for Small Business | SEO for Beginners | Using Tik Toc for Business | Why Investors Say No | Why Start a Startup | How to do a SWOT | One Page Business Plan | Best Ideas for Business |