Small Business

Have you launched a successful business but are unsure of where to focus your time and resources? Are you weighing the pros and cons of a financial decision (like making a capital investment or expanding your team)? We provide guidance and enable your growth by:  

• Analyzing financial data

• Providing insights and recommendations

• Developing long term strategies and goals

• Giving you the tools you need to make informed business decisions

Financial Planning & Analysis

Is basic bookkeeping the extent of your financial strategy? Do you have staff dedicated to Financial Planning & Analysis (FP&A)? Whatever stage of life your business is in, we help ensure that your operational processes align with your goals by: 

• Establishing, implementing, and refining financial processes and tools

• Aligning business operations with overall strategic and financial goals

• Providing a cost effective alternative to hiring full time staff

SPREADSHEETS

Not spreadsheet saavy? Unsure of how to organize or interpret your financial data? Struggling to maintain a tedious file? We empower you with the tools and skills you need to be successful by: 

• Building basic (or complex!) reports and models

• Automating and optimizing existing files

• Providing training, tips, and tricks

STRATEGY

Transform complex financial data into actionable strategy

Growth

Enable sustainable growth and optimize performance

Value

Drive profitability and maximize business value