Are you running a successful business but are unsure of where to focus your time and resources in order to maximize revenue and profit?
Are you weighing the pros and cons of a major financial decision, such as expanding your team or making a capital investment?
We enable your growth through the following areas of support:
Analyzing financial data
Providing insights and recommendations
Developing long term strategies and goals
Giving you the tools you need to make informed business decisions
Is basic bookkeeping the extent of your financial strategy?
Do you have a person, or team, dedicated to Financial Planning & Analysis (FP&A)?
Whatever stage your finance function is in, we ensure alignment between operational processes and financial goals by:
Establishing, implementing, and refining both operational and financial processes (and tools)
Identifying financial goals and forming actionable strategies
Aligning business operations with strategic and financial goals
Providing a cost effective alternative to hiring full time staff
Not spreadsheet saavy? Struggling to maintain a tedious file?
Unsure of how to organize or interpret your financial data?
We empower your success through the tools and skills you need to be successful by:
Building basic reporting
Creating basic (or complex!) dynamic financial models
Automating and optimizing existing files
Providing training, tips, and tricks
OUR AREAS OF EXPERTISE:
Management Ready Reporting
Dynamic Modeling
Variance/Trend Data Analysis
Budgeting and Forecasting
Long Term / Strategic Planning
KPI Development and Tracking
Cash Flow Planning
KEY CUSTOMER OUTCOMES:
Optimize cash flow
Set long term financial goals
Develop actionable strategies
Improve and implement processes
Identify key revenue generators
Identify cost savings
Analyze markets, products, and segments
Perform historical data analysis
Maximize business value and profitability with the most efficient use of time and resources
Transform complex financial data into actionable strategy to enable growth and optimize performance