Corelytics Consulting: Unlocking Business Growth Through Finance

Corelytics Consulting

Unlocking Business Growth Through Finance to Every Enterprise

Unlock your business's potential with tailored financial and operational solutions designed to improve efficiency, boost ptofitability, and accelerate growth

Services

We offer FP&A solutions, outsourced finance staffing, and business operations optimization to meet your needs and deliver results

Financial Planning & Analysis Services

Corelytics Consulting provides tailored FP&A (Financial Planning & Analysis) services to help businesses forecast accurately, track performance, and make informed decisions. Whether you’re a small enterprise or a growing consulting firm, we build the financial backbone that supports your growth.

What We Do:

Build rolling forecasts and budgets
Design KPI tracking systems
Create custom financial models
Develop clear dashboards in Excel, Power BI, Tableau
Automate reports and improve controls

Finance Outsourcing

Corelytics Consulting helps small and midsize businesses outsource finance operations overseas without sacrificing quality. We source skilled finance professionals with strong technical backgrounds and English proficiency (B2+), ready to support your team remotely.

What We Do:

Source and screen finance talent
Provide onboarding and training
Maintain ongoing support and communication
Ensure smooth integration with your team

Business Operations Optimization

As businesses grow, misaligned workflows and siloed communication can slow progress. Corelytics Consulting helps small and midsize companies streamline operations by designing efficient, scalable processes that drive clarity, collaboration, and execution.

What We Do:

Analyze and redesign internal workflows
Clarify team roles and responsibilities
Improve cross-functional communication
Implement SOPs and accountability systems

Process Automation & Reporting

We help businesses streamline recurring financial tasks — from monthly reporting to budget updates - using tools like Excel, Power Query, and Alteryx. Free up time, reduce errors, and gain real-time insights.

What We Offer:

Automated financial reports & dashboards
Workflow streamlining (e.g., reconciliations, data pulls)
Documentation of repeatable finance processes

Ad-Hoc CFO Support

For businesses not ready for a full-time CFO, we provide on-demand support for high-stakes decisions, board reporting, fundraising, or investor updates.

What We Offer:

Investor-ready financial reporting
Strategy sessions on cash flow, pricing, or profitability
Fundraising support (deck, financials, projections)
Financial due diligence or audit prep

Why Choose Us

We combine practical experience, tailored execution, and data-driven thinking to help businesses grow with confidence.

Tailored solutions

We don’t believe in one-size-fits-all. Every business is unique — and so are our solutions.
Proven expertise

With hands-on experience in finance, strategy, and operations, we bring structure to growth and clarity to decision-making.
Data-driven insights

From forecasting to KPI dashboards, we help you make smarter decisions with real-time, actionable insights.

Who We Work With

At Corelytics Consulting, we partner with small and medium-sized enterprises (SMEs) ready to scale smarter. Whether you’re just past startup stage or already managing multiple departments, we help you bring structure, clarity, and strategy to your financial and operational foundations.

Growth-focused leaders

Visionaries scaling fast and seeking operational control without hiring full in-house teams.
Finance-Savvy Operators

COOs, controllers, or finance leads looking to strengthen reporting, forecasting, and team performance.
Resource-Stretched Entrepreneurs

Leaders who wear multiple hats and need reliable systems and support to focus on what matters most.

Case Studies

At Northland Investment Corporation, we automated the Replacement Reserve reporting process using Excel VBA, significantly improving efficiency. The new solution reduced the time required to compile reports from over one hour to just 10 minutes. This automation streamlined data consolidation, eliminated manual errors, and enhanced reporting consistency across properties.

Northland Investment Corporation

Real Estate Owner & Developer
*Engagement where Consulting Team was involved while affiliated with other firms

We revamped the finance reporting process using Alteryx, streamlining data workflows and automating manual steps. This transformation significantly improved team efficiency and reduced reporting time by 67%. As a result, the team could deliver faster, more reliable insights with less manual intervention.

Confidential

Top 100 Management Consulting Companies
*Engagement where Consulting Team was involved while affiliated with other firms

We helped establish the company’s first structured budgeting process and formalized its finance department. We implemented a clear division of responsibilities, enhancing internal controls and operational oversight. This structure allowed the Finance Manager to focus on financial analysis, while the assistant provided support on routine tasks and reporting.

Nick's Window Cleaning

Window Cleaning, Gutter Cleaning and Repair

Our client was interested in entering the car rental market in Florida and wanted to assess the financial viability of the venture. Our team developed several dynamic financial models that included key metrics such as (i) payback period, (ii) net present value (NPV), (iii) market analysis, (iv) risk assessment, and (v) projections on fleet growth assuming full reinvestment of generated funds. After reviewing the financials and evaluating various scenarios, the client decided to move forward with the venture and is currently in the process of establishing a new entity.

Confidential: Individual Client

Individual client

Our client was interested in launching a YouTube channel but lacked the necessary information to estimate potential revenue based on the selected video niche. After successfully identifying the industry and content focus, we developed a comprehensive financial model to project view counts for both new and existing videos, as well as subscriber growth from each. Through market research and consultations with professionals in the YouTube space, we estimated expected revenues, expenses, and associated risks of operating a channel. With this financial insight, the client was able to make an informed decision regarding the venture.

Confidential: Individual Client

Individual Client

Unlock What's Next!

Schedule a free consultation today to discuss your specific business needs and learn how we can help you achieve your goals.

Get your free consultation

Get in Touch

Have questions about our services? We're happy to help. Just fill out the form below or give us a call.

(617) 685-1780
corelytics.consulting@gmail.com

55 Traveler Street, Boston, MA 02118