Financial Analysis

Yay!  This is probably what we consider the most exciting part of our business, and it’s virtually unknown and not a recognized necessity. So…. let me see if I can get you as excited about it as I am!

Would you like to look at ONE page of paper, and know what your business financial status currently is, and quickly see if you’re going to run into problems in the near future?

Have you thought about just how BIG your company can get?  When you dream at night, where are you?  Is your business growing toward that?  Do you really WANT it to?  Lots of time, getting the company that big means some scary expansion sometime in the future, and that means dealing with family, friends, investors, or the banks to pay for that expansion.  They’re going to want to know that you can actually do what you say, and they like that proof in spreadsheets.  (Don’t you wish you could videotape dreams sometimes?  You can show them your dreams and they could invest based on that.)

Our financial analysis service helps you analyze where you’ve spent your money.

  • We’ll discuss with you areas you can save on, as well as where you can get the most ‘bang for your buck.’
  • We will look at your items and services with you to make sure that you are priced correctly and not losing money on the transaction.
  • We’ll help you look at whether you’re even a profitable business or just barely getting by.
  • We will help you look at your future goals 1-3-5 or even 10 years into the future and plan for how to get there.
  • We provide you with dashboard reports that give you a snapshot of where you are with your customers, your creditors, your cash flow, and other areas on a regular basis (weekly, monthly, or quarterly).
  • We help you create an annual budget and monitor how well you’re sticking to it.
  • We will work with you to build forward-looking projections so you can see your spending and income trends for the future and plan accordingly.

See!  This is why it’s fun!  It’s all dreams!!  Practical dreams though, no fantasies!