Chariot was founded on the belief that founder-led businesses deserve the same analytical discipline available to large institutional organizations.

Our Services


Financial Reporting & Business Insights

We organize financial information into clear reports that help leadership understand business performance.

  • Monthly financial analysis

  • Performance dashboards

  • Variance analysis (actual vs. plan)

  • Profitability analysis

  • KPI tracking

  • Executive performance summaries


Forecasting & Financial Planning

We build financial models that help businesses plan ahead and evaluate future decisions.

  • Revenue and expense forecasting

  • Budget development

  • Scenario analysis

  • Cash flow forecasting

  • Annual and quarterly planning models


Strategic Decision Support

We provide financial analysis to help leadership evaluate important business decisions.

  • Investment analysis

  • Expansion decision modeling

  • Debt capacity analysis

  • Transaction Support


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