Rise Advisory helps business owners turn financial data into clear, confident decisions - without the overwhelm or uncertainty.
Financial Analysis (Flagship Offering)Want to understand what your numbers are really telling you?We turn your raw data into clear reports and takeaways, so you can focus on running your business.Deliverables may include:
- Revenue and Cost drivers
- Profitability Analysis
- Cash-flow Management Analysis
- Breakeven and scenario modeling
For Founders & Owners (Flagship Offering)Running the show solo or with a lean team?We act as your CFO - someone you can think out loud with, map ideas, and make better calls.Deliverables may include:
- Regular 1:1 strategy calls
- Priority response to urgent financial questions
- Clarity reports to support big decisions
Operational ReviewsFeel like you’re leaving money on the table, or wasting time?We look at your processes, identify bottlenecks, and recommend changes that improve efficiency.Deliverables may include:
- Review of current workflows and pain points
- Suggestions based on tangible data
- Simple reporting tools to track progress
Strategic AdvisoryNeed help making better business decisions, backed by numbers?We help you think clearly and act decisively, using financial insights to shape strategy.Deliverables may include:
- Periodical financial reviews
- Custom reports showing key trends and metrics
- Pricing & profit strategy based on "true cost" structure
- Strategic recommendations tailored to your goals
Business Model DesignThinking of launching a new product or service, or pivoting your business?We help you validate the idea, forecast finances, and shape a model that helps you make an informed decision.Deliverables may include:
- Revenue & cost projections
- Break-even estimates
- Clarity on fixed vs variable costs
With a decade+ of experience in finance and business advisory, Mohammed Shamji brings a trusted, hands-on approach to helping entrepreneurs grow.A U.S. CPA (active license) and an Accounting graduate, Mohammed partners with solo entrepreneurs and small businesses across Canada, the U.S., and beyond, to turn financial complexity into clear, confident decision-making.Based in Ontario, he also volunteers as a mentor at his local community center and is a passionate NFL and NBA fan, as well as a self-proclaimed expert at Saturday-morning breakfasts!
I'm just a message away! Email me at [email protected] or connect with me on LinkedIn.Better yet, book an introductory meeting to talk about your business or mentorship needs, at no charge!