Clarity. Strategy. Success—Redefined.
Your Cash Flow, Made Simple
I help business owners transform complex bank statements into clear, actionable cash flow reports. With my finance expertise, you’ll finally see where your money goes — and how to make smarter decisions with it.
“Beware of little expenses; a small leak will sink a great ship.”

Benjamin Franklin
Philosopher
50+
Satisfied Clients
Services & Solutions
Turn Bank Statements Into Strategy
I analyze your business bank statements and deliver a clear, confidential cash-flow report with specific actions to strengthen liquidity, reduce risk, and plan with confidence.
Expert Underwriting Analysis
Reviewed by an experienced underwriter—not generic software—so your report reflects real-world risk signals and lender criteria.
Clear, Actionable Report
Simple breakdown of inflows/outflows, monthly trends, and a cash flow snapshot.
Secure, Confidential Uploads
Your documents are handled privately with secure upload and restricted access. Your data stays between you and me.
Fast Turnaround & Support
Quick delivery plus an optional walkthrough call so you understand the insights and can act immediately.
About Me
Hi, This is Celine Atalla
I’m a New York–based underwriter with a strong background in financial analysis, specializing in reviewing bank statements, credit reports, and business documents. With a Business Administration degree from Berkeley College and hands-on experience in the finance industry,
I’ve helped businesses gain financial clarity and confidence. My mission is simple: to give you the insights you need to manage your cash flow with ease.
Education Overview
My Education Background
BBA, Business Administration
Berkeley College, New York, NY
Conferred Bachelor of Business Administration, graduating with distinction (3.9 GPA) as a member of the Honors Scholars Program.
Core Business & Finance Studies
Coursework Highlights
Through coursework in Computer Applications, Advanced Spreadsheets, Human Relations, Corporate Finance, Career Development, and Project Management, I developed both the analytical and leadership skills that now shape the way I help businesses optimize the financial clarity.
Experience
My Professional Experience
0.1
Business Lending Underwriter | New York
Brooklyn, NY | Started Jul 2022
- Performed detailed financial analyses to determine merchant creditworthiness
- Reviewed credit reports, bank statements, and other business documents
- Issued approvals and declines for merchant cash advances
0.2
Funding and Risk Specialist | New York
Brooklyn, NY | Started Feb 2023
- Provided funding recommendations and decisions based on thorough financial analysis
- Made funding decisions based on company guidelines
- Assisted in resolving issues with pending contracts
Ready To Started
Ready to See
Your Cash Flow Clearly?
Stop guessing where your money goes. With my professional underwriting experience, I’ll turn your bank statements into a clear report that helps you control spending, spot opportunities, and make smarter business decisions. Secure. Confidential. Designed to give you clarity and confidence.
100% secure and private — your information stays safe.
Years of Experience
Real Feedback from Clients
No more confusion over numbers. I simplify complex bank statements and reports so you can focus on growing your business while I handle the financial clarity.
Before working with Celine, my financial reports were overwhelming. She simplified everything and showed me exactly where my business stood. I finally feel confident making big decisions.