Financial statements are important to know how your business is really doing and help plan for the future. Pick the package that is right for you and your business needs.


Starter

  • Initial financial analysis packet
  • Go over your core financial statements with you and teach you what they mean
  • Explain how reading financial statements can help your business
  • Make a plan to re-categorize income and expenses to get the most information from your reports

Enhanced

  • Financial Analysis packet provided monthly or quarterly with basic financial reports – Profit & Loss, Margins, Budget vs. Actual P&L, Balance Sheet, and Cash Flow
  • Help determine what areas of your finances need more attention
  • Look at your business margins and compare to other businesses in your industry

Premium

  • Financial Analysis packet provided monthly or quarterly with a more in depth look at your financial reports – Basic reports plus AR, AP, Inventory reports, and more depending on your business type
  • Project how changes to your income and expenses will help your business in the future

Budgeting

  • Create a budget for the current or next fiscal year
  • Help create a plan to stick to the budget


Cash Flow Forecasting

  • Create a cash flow forecast by week or month
  • Analyze how the cash flow can change with potential changes in income and expenses.