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.


  • 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


  • 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


  • 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


  • 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.