Ideal for companies that need initial clarity.
Your financial structure organized for confident decision-making
PROFIT-TECH
Financial Strategy • Cloud & Automation — AWS Partner · Zoho Partner
Contact: [email protected]
Financial Diagnosis and Structuring for Strategic Decision-Making
From data organization to identifying profit leaks and risks before major decisions.
Two levels of engagement
Executive Diagnosis
We identify where profit is being created, lost, or at risk—before irreversible decisions are made.
Structuring & Automation
We organize the Income Statement (P&L), Balance Sheet, and Cash Flow, and build the foundation for decision-making and future automation (Zoho/AWS).
PACKAGES
O investimento é definido após um diagnóstico curto. Depende do tamanho da equipe, volume de dados e integrações desejadas.
Starter
- Initial organization of the data foundation.
- Setup of the three reports (P&L, Balance Sheet, Cash Flow).
- Executive summary with key findings.
- Quality checklist and recommendations for next steps.
Standard
- Everything included in the Starter.
- Refinement of the chart of accounts, cost centers, and classification rules.
- Essential KPIs and an initial executive dashboard.
- Monthly templates for updates via spreadsheets/exports.
For companies ready for managerial control.
Advanced
- Everything included in the Standard.
- P&L in percentage (common-size) format for managerial analysis.
- Corporate budgeting model + Budget vs. Actual spreadsheet.
- Alerts for material budget variances.
- High-level automation roadmap: an initial discussion with leadership on automation opportunities to reduce costs/expenses and expand revenue through IT (Zoho/AWS).
- Strategic meeting (1 hour) with the executive team — 1 session included.
For companies that want to turn numbers into strategy and growth.
The session is automatically scheduled via Profit-Tech Bookings. Executive leadership must attend. Additional meetings are billed separately.
Como entregamos
Steps
Description
1) Data collection
The client provides statements/spreadsheets/exports. We guide the process if needed.
2) Pre-classification
Organization and categorization of revenue, costs, and expenses.
3) Client review
Validation and adjustments to reflect the reality of the business.
4) Final reports & insights
P&L, Balance Sheet, and Cash Flow finalized, with an executive summary.
5) Budgeting & Budget vs. Actual (Advanced)
Budget vs. Actual spreadsheet and tracking instructions.
6) Strategic session (Advanced)
High-level discussion with the executive team on automation and next steps.
Do you want to learn more about decision-making?
Profit-Tech also offers courses and events aimed at business owners who want to deepen their numbers-driven decision-making process:
- Profit-Tech Events Area — practical seminars and workshops
- Profit-Tech Academy — training programs on how to use reports for strategic decision-making.
These resources complement this product and empower leadership to extract even more value from financial information.
Responsibility for the data foundation
All our work is carried out based on the information provided by the client. Ensuring the accuracy and completeness of the data foundation is the company’s responsibility. Our delivery guarantees the organization of the received data, the creation of reliable reports, and guidance for decision-making based on those reports.
Why trust Profit-Tech?
Expertise in Corporate Finance
Proven experience in executive diagnostics
Official AWS and Zoho partner
Proprietary methodology focused on profitability
Ready to make decisions based on numbers?
Start with a diagnosis. Pricing is defined based on complexity and scope.
This work isn’t just about reports. It’s about clarity before investing, cutting costs, or expanding.
Partners
