Financial Analysis

Financial statements are important to every business.  They help you to know how your business is really doing and help plan for the future. I can help teach you how to read your financial statements, use the financial statements to help your business, and create a budget and cash flow to help in the future.

  • 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
  • Create a budget for the current or next fiscal year
  • Help create a plan to stick to the budget
  • Create a cash flow forecast by week or month
  • Analyze how the cash flow can change with potential changes in income and expenses.