We provide an array of services that help small business owners take control of their financial future. Ask us about our basic Financial Health Series:
Step 1: Proper Bookkeeping. We implement a process of careful record-keeping that is critical to the health and success of a business. Bookkeeping is the first instance in several directions of financial planning and organization.
Step 2: Budgeting. We establish a flexible budget to help guide the organization throughout the current year and reduce cash flow surprises.
Step 3: Trend Analysis. We monitor the financial results using statistical analysis, trend analysis and industry analysis to help the business owner identify areas of concern and set up Key Performance Indicators (KPI) to improve business results.
*If your organization already has a well-established record keeping system, ask us about our Advanced Financial Health Series, which picks up with Step 2 above, then add:
Step 4: Forecasting. We combine the organizations current operating results with the revenue growth indicators and the cost trends to predict the financial health of the organization three to five years in the future.