Financial Planning & Analysis

Even organizations with a very capable bookkeeper or controller may lack the internal resources to do valuable financial planning and analysis. We can help you with:

  • Product Line Profitability Analysis – Determining profitability by product line can point out valuable opportunities for your organization to revise pricing and/or sales strategy.

  • Cash Flow Forecasts – Improved cash flow forecasting capabilities can give your organization a competitive edge, by being poised for future growth opportunities as well as unexpected business downturns.

  • Balanced Scorecard Development – Developing a balanced scorecard can provide your organization with a broad set of performance indicators to highlight potential issues and opportunities – items that you might overlook by focusing exclusively on profit and loss results

  • Business Plan Development -- Creating an accurate financial model will help you identify the external/internal funds needed to achieve your business goals and also confirm whether the desired return on investment can be achieved.