We provide 3-way financial forecast models and decision-support tools for businesses that can't afford to get the numbers wrong - created by a CFA Charterholder with experience delivering models for IPOs, ASX-listed companies and complex strategic decisions.
A forecast built to be audited line by line - granular enough for investigating accountants to sign off for inclusion in the Information Memorandum.
Read case study 1 →Two competing corporate strategies, one model, five years of monthly integrated forecasts - and a board decision made on evidence rather than instinct.
Read case study 2 →A half-yearly impairment model that lacked clarity, rebuilt to a structure the external auditors could move through quickly.
Read case study 3 →Evaluate growth, investments and strategic decisions with confidence.
Build robust 3-way financial forecast models.
DCF, acquisition and enterprise valuation models.
Models for investment memorandums and capital raising.
Consolidate complex multi-entity financial information.
Forecast liquidity and monitor bank covenants.
Campbell demonstrated a strong ability to translate complex assumptions into a practical, user-friendly model that enabled both management and auditors to clearly understand the key drivers, sensitivities and underlying valuation outcomes.Head of Finance, ASX-Listed Education Company
Campbell is also highly responsive and communicates promptly throughout the engagement. His quick turnaround on changes and ability to adapt to evolving requirements enabled us to respond effectively to tight deadlines without compromising the quality of the work.Finance Manager, ASX-Listed FMCG Company
Campbell is highly capable, commercially astute and a pleasure to work with. His attention to detail and commitment to producing a well-structured model were evident throughout the engagement.Transactions Manager, Education Company
Campbell founded Desk Clarity after building financial models at a Sydney-based boutique financial modelling firm, corporate valuation firm Lonergan Edwards and the BDO Brisbane Corporate Finance team. He has a Bachelor of Commerce (Finance) from Griffith University and completed an Honours year at UNSW.
Bring your questions, current challenges or ideas for improvements and we'll spend the call discussing what type of Excel-based tool may be able to assist you.
Every engagement begins with understanding your business, objectives and the decisions you need to make. We then build tailored solutions designed to provide clarity, confidence & actionable insights.
Evaluate the financial impact of major business decisions before committing capital. Compare scenarios, test assumptions and assess growth opportunities with models that support confident strategic decision-making.
Good fit if you're:
Develop fully integrated 3-way financial forecast models that connect the profit and loss, balance sheet and cash flow statement, providing a reliable foundation for budgeting, forecasting and long-term planning.
Good fit if you're:
Build robust valuation models using recognised methodologies to support acquisitions, capital raising, strategic reviews, impairment testing and independent business valuations.
Good fit if you're:
Present financial information with clarity and credibility through models designed for investment memorandums, board reporting and capital raising - helping stakeholders understand the drivers behind the numbers.
Good fit if you're:
Consolidate financial information across multiple entities into a single, transparent model, simplifying group reporting while maintaining accuracy, consistency and auditability.
Good fit if you're:
Forecast future cash flows, monitor liquidity and support lender reporting with models that improve financial visibility and help businesses manage funding requirements with confidence.
Good fit if you're:
We begin with a conversation to understand your business, the challenge you're trying to solve and the outcomes you need.
Together, we map out the model logic, assumptions, inputs, outputs and reporting requirements to ensure the solution is aligned before development begins.
A fixed-fee or time-based proposal, project scope and estimated delivery timeline are provided. Once approved, development commences.
Your financial model is built using industry best practice. Throughout the build, we keep you updated and clarify assumptions or business-specific requirements as needed.
A draft version is delivered for review. We work through any refinements, additional functionality or presentation improvements until you're completely satisfied.
The completed model is delivered together with a walkthrough explaining the model structure, key assumptions and how to use it effectively.
As your business evolves, we can quickly implement updates, new reporting outputs or expanded functionality, ensuring your model continues to deliver value.
Most projects are completed within a number of weeks, not months. The timeline depends on the complexity of the business and the availability of information required. Simple models may be completed quickly, while larger models may require more time.
Financial modelling principles are fundamentally based on mathematics, financial logic and business drivers - not industry-specific templates or requirements. We have experience building models across a wide range of industries including consumer products, technology, childcare, professional services and other sectors. Every business is different, but the underlying principles remain the same.
When you engage Desk Clarity, you work directly with Campbell from start to finish. There are no junior analysts, outsourced developers or handovers between team members. Campbell will be responsible for understanding your business, designing the solution, building the model and delivering the final product.
The purpose of engaging a financial modelling specialist is to save your team time. We structure the process so that we ask focused questions and extract the required information efficiently. Your involvement includes providing business knowledge, reviewing draft versions of the model at a high level and confirming that the model reflects how your business operates.
We can review and improve existing models, fix formula issues, improve structure and usability, add new functionality, rebuild models that have become difficult to maintain. Many businesses have models that have evolved over time. My role is often to turn these into robust, professional tools.
Yes. A good financial model should not require the person who built it to operate it.
Models are designed with clear inputs, logical structure, intuitive navigation, consistent formatting, error checks and a user guide. The objective is to create a tool your team can confidently use after the model handover session.
Financial models often become critical business tools. A poorly structured model can lead to incorrect decisions, wasted time and unnecessary risk. A specialist brings deep technical expertise, experience across a wide range of businesses, proven modelling frameworks and faster delivery. It also allows your team to stay focused on their core responsibilities.
The relationship doesn't end at the model handover session. Campbell remains available to answer questions and provide support after delivery, ensuring you have confidence in using your financial model. As your business evolves, the model can evolve with it. New reporting requirements, expanded functionality and additional analysis tools can be incorporated into the model over time, ensuring it remains a valuable decision-making tool rather than a one-off spreadsheet.
Most engagements touch more than one of the above. Bring the actual problem to our call and we'll work out what the model needs to do.
These case studies show how tailored financial models have helped clients make better decisions.
A forecast built to be audited line by line - granular enough for investigating accountants to sign off for inclusion in the Information Memorandum.
Read case study 1 →Two competing corporate strategies, one model, five years of monthly integrated forecasts - and a board decision made on evidence rather than instinct.
Read case study 2 →A half-yearly impairment model that lacked clarity, rebuilt to a structure the external auditors could move through quickly.
Read case study 3 →Distinct business segments, each with its own model, rolled up into a single group view - so leadership could manage liquidity as one enterprise.
Read case study 4 →A driver-based model built down to the individual customer, giving investors full sight of the unit economics and growth bottlenecks behind the raise.
Read case study 5 →A modern client management tool that automates compliance deadline tracking end-to-end - replacing a manual process the firm had outgrown.
Read case study 6 →A dynamic five-year forecast with rolling actuals and investor-ready dashboards - built to show the business model and cash runway behind the raise.
Read case study 7 →A site-level engine that calculates capital needs per new centre and maps monthly cash timing - turning expansion plans into lender-ready schedules.
Read case study 8 →A fully integrated 3-way model with automated actuals and a dynamic valuation module, linking platform growth directly to enterprise value.
Read case study 9 →A multi-entity five-year forecast that folds regional operating models and fluctuating exchange rates into a single, whole-of-business view.
Read case study 10 →Every engagement starts with a unique business challenge. If your situation isn't reflected here, we'd be happy to discuss it and explore how a tailored financial model could help.
A household-name Australian brand preparing to list on the ASX needed a forecast that investigating accountants could audit line by line before it went into the Information Memorandum.
The client's existing corporate financial models were too high-level to withstand institutional and regulatory due diligence.
We worked closely with the investigating accounting firm to map out their exact compliance and audit parameters before restructuring the forecasting methodology.
We delivered a comprehensive integrated 3-way model - income statement, balance sheet and cash flow statement - built for rigorous verification by the investigating accountants.
A high-level forecast based on last year's results and growth rates was replaced with a bottom-up driver-based model.
Bring your questions to a call and we'll map out how a financial model may be able to answer them.
Two competing corporate strategies, one model, five years of monthly integrated forecasts - and a board decision made on evidence rather than instinct.
The company's existing financial planning tools were designed for static, short-term budgeting and could not evaluate structural business transformations.
We worked with the executive leadership team to design and build a highly flexible, monthly five-year integrated model capable of comparing multiple operating scenarios.
The model gave the executive team and the board empirical data to confidently select their future direction.
"Campbell has a rare ability to simplify complexity. His models clearly demonstrate the key drivers of business performance, allowing decision-makers to understand not only the outcomes, but also why those outcomes are occurring."
Bring your questions to a call and we'll map out how a financial model may be able to answer them.
A half-yearly compliance obligation that had become an operational liability - rebuilt from scratch to a structure the external auditors could move through quickly.
The existing forecasting tool had become an operational liability that was difficult to use during critical reporting windows.
We re-engineered the impairment model from scratch, adhering strictly to financial modelling best practice and audit standards.
The new model turned a stressful compliance requirement into a seamless, high-confidence reporting process.
"Campbell demonstrated a strong ability to translate complex assumptions into a practical, user-friendly model that enabled both management and auditors to clearly understand the key drivers, sensitivities and underlying valuation outcomes."
Bring your questions to a call and we'll map out how a financial model may be able to answer them.
A large disability services provider operated multiple business units with very different operating models and required a forecasting model that provided a consolidated view to make group-level decisions.
Without a unified forecasting framework, leadership couldn't assess group-wide financial health, which left strategic planning disconnected.
We built a 3-way financial forecast model that accommodated both segment-level operational nuance and overall enterprise-level oversight.
The new model gave management clear, comprehensive cash flow visibility to drive proactive enterprise decision-making.
Leadership now had a tool that allowed them to manage siloed business units with group-level cash flow and liquidity in mind.
Bring your questions to a call and we'll map out how a financial model may be able to answer them.
An early-stage cold chain freight provider, scaling fast across specialised product lines, needed a driver-based model that could tell its growth story to prospective investors.
Inflexible legacy tools prevented leadership from clearly articulating the growth story and building trust with prospective investors.
We built a detailed, driver-based operational model designed to forecast customer-level performance across distinct product categories.
The model transformed investor engagement, equipping the leadership team with the tools to secure capital and drive future growth.
Clear visibility into unit economics, operational bottlenecks and key growth drivers assisted with successful capital raising.
Bring your questions to a call and we'll map out how a financial model may be able to answer them.
A rapidly growing financial planning firm had outgrown its internal systems. It needed a modern tool that automated compliance deadline tracking and streamlined day-to-day administration.
Rapid growth strained the existing internal tools, creating friction across client onboarding, reporting and critical compliance timelines.
We built a user-friendly client management tool designed to automate compliance deadline tracking and streamline administrative workflows.
The solution modernised the client management process, giving staff complete visibility over upcoming compliance deadlines.
A manual compliance process was transformed into an automated workflow that improved visibility, reduced administration and ensured deadlines were consistently met.
Bring your questions to a call and we'll map out how a financial model may be able to answer them.
An early-stage technology startup preparing to raise capital needed a structured five-year model to articulate its valuation and growth trajectory to prospective investors.
The absence of a dynamic forecast made it difficult for investors to evaluate the company's long-term potential and cash requirements.
We built a robust, dynamic five-year operational forecast with integrated actuals and clear, investor-facing reporting views.
The model gave management actionable strategic insight while providing investors with clear transparency on the underlying business model, growth drivers and future potential.
"Campbell delivered a model that was robust, intuitive and easy to work with. As new information became available, assumptions could be updated quickly and the impacts flowed cleanly throughout the model, allowing us to assess different scenarios with confidence."
Bring your questions to a call and we'll map out how a financial model may be able to answer them.
A multi-site education provider scaling its network needed precise capital planning and time-phased cash flow visibility to secure funding from lenders and investors.
Leadership required clear visibility into location-level cash needs so that they could structure optimal funding plans and negotiate terms with capital partners.
We developed a dynamic forecasting tool that calculated site-specific capital requirements and total cash flow across the rollout lifecycle.
The tool let leadership manage liquidity proactively, negotiate favourable funding structures and execute site rollouts with confidence.
"The model allowed us to compare scenarios, challenge assumptions and see exactly which factors had the greatest impact on value. Just as importantly, it gave us a robust basis for discussions with management and external stakeholders."
Bring your questions to a call and we'll map out how a financial model may be able to answer them.
A peer-to-peer lending platform preparing for investor discussions needed a clear framework to communicate its business model, financial trajectory and enterprise value drivers.
Management required an intuitive, dynamic model to articulate the platform's valuation growth path and build confidence among potential investors.
We developed a dynamic financial model that translated key growth assumptions into financial projections, valuation outcomes and a clear investor narrative.
The solution enabled leadership to clearly communicate the platform’s growth potential to investors while understanding the key drivers influencing enterprise value.
"Campbell built a best-practice financial model that gave us real confidence when presenting to investors. Its clear structure allowed stakeholders to quickly understand the key assumptions, calculations and outputs, while giving us the flexibility to use it with confidence."
Bring your questions to a call and we'll map out how a financial model may be able to answer them.
A rapidly expanding logistics company scaling across regions needed a unified framework to model long-term growth and evaluate global cash flow across currencies.
Expanding across borders without a unified financial framework made it difficult for leadership to model long-term growth and evaluate group-level cash flows.
We developed a five-year forecasting model that unified regional operating assumptions, currency impacts and cash flow projections into a single view of future growth.
The solution gave leadership visibility over global operations, unlocking confident growth planning and preparing the business for future capital raising.
A unified global forecasting model provided leadership with clear visibility across regions, currencies and future growth opportunities.
Bring your questions to a call and we'll map out how a financial model may be able to answer them.
These testimonials come from clients who trusted Campbell to deliver financial models for high-impact business decisions.
Campbell has a rare ability to simplify complexity. His models clearly demonstrate the key drivers of business performance, allowing decision-makers to understand not only the outcomes, but also why those outcomes are occurring. I have been consistently impressed by both the technical quality of his financial models and the way they are designed to support better decision-making.
His models provide a level of transparency that gives confidence the outputs can be trusted and readily reviewed as circumstances change. This makes it much easier to test scenarios, challenge assumptions and have meaningful strategic discussions based on reliable analysis.
Campbell is also highly responsive and communicates promptly throughout the engagement. His quick turnaround on changes and ability to adapt to evolving requirements enabled us to respond effectively to tight deadlines without compromising the quality of the work.
His models do not just calculate figures; they tell a clear story about what is actually driving value within the business. I would confidently recommend Campbell to any organisation looking for a financial modeller who combines exceptional technical capability with responsiveness, flexibility and consistently high-quality delivery.
We engaged Campbell Kennett to develop an impairment model, and the quality of his work exceeded our expectations. Campbell demonstrated a strong ability to translate complex assumptions into a practical, user-friendly model that enabled both management and auditors to clearly understand the key drivers, sensitivities and underlying valuation outcomes.
Throughout the project, Campbell's communication was excellent, deadlines were consistently met and any requested changes were incorporated efficiently and professionally. His technical expertise, attention to detail and commitment to delivering a high-quality outcome made him a trusted advisor throughout the engagement.
I would have no hesitation in recommending Campbell to any organisation seeking high-quality financial modelling expertise and a dependable, client-focused approach.
Campbell built an operating-asset valuation model that gave us real confidence in the strategic decisions that we needed to make. He truly understood our business and was able to convert complex operational and financial logic into a clear, practical valuation tool.
The model allowed us to compare scenarios, challenge assumptions and see exactly which factors had the greatest impact on value. Just as importantly, it gave us a robust basis for discussions with management and external stakeholders.
Campbell is highly capable, commercially astute and a pleasure to work with. His attention to detail and commitment to producing a well-structured model were evident throughout the engagement.
As we prepared for an investment process, it was critical that we had a financial model we could rely on. Campbell delivered a model that was robust, intuitive and easy to work with. As new information became available, assumptions could be updated quickly and the impacts flowed cleanly throughout the model, allowing us to assess different scenarios with confidence.
Campbell combined strong technical expertise with a practical understanding of what decision-makers need from a financial model. His professionalism, responsiveness and ability to produce a model that was both technically rigorous and genuinely user-friendly made him a pleasure to work with. I would happily recommend Campbell to any business seeking a financial modeller who delivers work of an exceptionally high standard while making complex analysis clear, transparent and easy to use.
Campbell built a best-practice financial model that gave us real confidence when presenting to investors. Its clear structure allowed stakeholders to quickly understand the key assumptions, calculations and outputs, while giving us the flexibility to use it with confidence. He is meticulous, commercially minded and takes genuine pride in getting the details right.
Each of these came out of a specific engagement. The case studies set out the problem, the build and the outcome in full.
I solve business challenges using Excel. Before launching Desk Clarity, I worked for a Sydney-based boutique financial modelling firm, a corporate valuation practice called Lonergan Edwards and within the BDO Brisbane Corporate Finance Team. I'm passionate about helping others have more confidence with using Excel. I have authored three professional education books and I host Excel training events in Sydney, Brisbane and the Gold Coast.
You'll have my direct contact details and can reach out whenever you have questions or need changes. Your project is never handed to junior staff or outsourced. I pride myself on responsive communication, fast turnaround times and implementing updates quickly as your business evolves.
Years of experience across a broad range of industries allow me to solve complex modelling challenges efficiently and produce models that are practical, intuitive and built to last. Every model incorporates rigorous review processes and auditing techniques to ensure accuracy, robustness and reliability.
I work around your schedule, including outside standard business hours when required, and minimise the amount of time and effort needed from your team. From initial scoping through to handover, I guide the process with proven systems that remove uncertainty and keep projects moving efficiently.
Whether you need financial reporting, budgeting, forecasting, sales analysis, dashboarding, pricing tools or process automation, I build practical solutions that help businesses make better decisions and operate more effectively.
No account managers, no handoffs to a junior analyst partway through. You work with Campbell from the whiteboarding session through to the final handover.
Download our free eBooks designed to help finance professionals get better at Excel, PowerPoint and Word.
Bring your questions, current challenges or ideas for improvements and we'll spend the call discussing what type of Excel-based tool may be able to assist you.
Every great model starts with understanding the decision behind it. Book a call to discuss your objectives, challenges and how we can help.
1. We’ll get back to you within one business day - to confirm a suitable time for the call.
2. We’ll understand the decision behind the model - on a short Teams call.
3. You’ll receive a clear recommendation - outlining some potential solutions available.
