What we offer
Financial services built around your business.
From day-to-day cash flow to complex compliance requirements, Aboona Financial Advisory delivers the expertise your business needs — with the personal attention you deserve.
Cash Flow Management
Stay liquid. Stay resilient.
Cash flow is the lifeblood of any business. We help you monitor, forecast, and optimize your cash position so you're never caught off guard. From receivables and payables management to working capital strategy, we keep your business moving.
Get startedWhat's included
- Cash flow forecasting and scenario planning
- Receivables and payables optimization
- Working capital analysis
- Liquidity risk assessment
- Banking relationship support
Financial Analysis
Turn numbers into decisions.
Raw data doesn't run a business — insight does. Our financial analysis services translate your numbers into clear, actionable intelligence. We identify trends, uncover inefficiencies, and give you the clarity to make confident decisions.
Get startedWhat's included
- Profitability and margin analysis
- Variance and trend analysis
- KPI development and tracking
- Benchmarking against industry peers
- Custom financial dashboards
Financial Reporting
Accurate reports. Complete confidence.
Timely, accurate financial reporting builds trust with investors, lenders, and your own leadership team. We prepare and review financial statements that meet regulatory standards and give stakeholders a true picture of your performance.
Get startedWhat's included
- Monthly, quarterly, and annual financial statements
- GAAP-compliant reporting
- Management reporting packages
- Board and investor reporting
- Regulatory and compliance filings
Financial Planning
A roadmap for sustainable growth.
Great businesses don't grow by accident — they grow by design. We work with you to build strategic financial plans that align your resources with your goals, whether you're scaling, stabilizing, or preparing for a major transition.
Get startedWhat's included
- Annual budgeting and planning
- Long-range financial strategy
- Capital allocation planning
- Scenario and sensitivity analysis
- Growth and expansion planning
Financial Planning & Forecasting
See what's coming before it arrives.
Uncertainty is part of business — but it doesn't have to be a surprise. We build sophisticated financial models and forecasts that help you anticipate challenges, evaluate opportunities, and plan with confidence.
Get startedWhat's included
- Revenue and expense forecasting
- Three-statement financial models
- M&A and transaction modeling
- Sensitivity and what-if analysis
- Rolling forecast management
Financial Modeling
Turn numbers into decisions.
Great decisions start with great models. We build rigorous, flexible financial models that give you a clear picture of where your business stands and where it could go — whether you're evaluating a new investment, planning a transaction, or stress-testing your strategy.
Get startedWhat's included
- Three-statement financial models
- M&A and transaction modeling
- Sensitivity and scenario analysis
- Valuation and DCF modeling
- Custom model builds and audits
Auditing
Independent. Thorough. Trustworthy.
An independent audit is one of the most powerful signals of financial integrity you can send. Our audit services are thorough, objective, and designed to give your stakeholders — and you — complete confidence in your financials.
Get startedWhat's included
- Financial statement audits
- Internal audit support
- Agreed-upon procedures
- Audit readiness assessments
- Findings remediation support
ERP Implementation
Streamline your operations from the ground up.
A well-implemented ERP system transforms how your business operates. We guide you through every phase — from selection and configuration to training and go-live — ensuring your team is set up for success from day one.
Get startedWhat's included
- ERP system selection and evaluation
- Implementation planning and project management
- Data migration and integration
- Staff training and change management
- Post-implementation support
SOX Compliance
Navigate complexity with confidence.
Sarbanes-Oxley compliance is demanding — but it doesn't have to be disruptive. We help you build and maintain the internal controls, documentation, and testing processes required to meet SOX requirements efficiently and effectively.
Get startedWhat's included
- Internal controls assessment and design
- SOX 302 and 404 compliance support
- Control testing and documentation
- Remediation planning
- Ongoing compliance monitoring
Strategic Planning
Build the business you're aiming for.
Financial success doesn't happen in isolation — it's the result of clear strategy, disciplined execution, and the right advisors in your corner. We work alongside your leadership team to translate your vision into a concrete financial roadmap, aligning resources, priorities, and milestones so every decision moves you forward.
Get startedWhat's included
- Business strategy and financial alignment
- Multi-year strategic financial planning
- Goal-setting and milestone frameworks
- Resource allocation and prioritization
- Exit planning and ownership transition
- Mergers, acquisitions, and growth strategy
Not sure where to start?
Every business is different. Let's talk about what you need and build a plan that fits.
Schedule a Free Consultation