Financial Planning and Analysis
Tell the World Your Story: Financial Planning & Analysis Drives Bookkeeping
Financial Reporting
Plan, Budget, and Forecast Profits
Forecast Cash Flows
Data-driven Statistical Analysis
Scenario Analysis
Dupont Formula Analysis
Annual Operating plans
We set up the bookkeeping process with the focused purpose of driving financial projections and ratio analysis while complying with GAAP standards as opposed to throwing numbers into a system and running reports.
We use industry-leading financial frameworks, such as the Dupont Formula, to evaluate a firm's financial performance and provide storyboard explanations of your company’s financial picture.
Our custom templates provide the tools for planning, forecasting, budgeting, and analytical decisions.
We update your custom financial reports monthly, you will always have the reports necessary to show to investors or to present to a bank’s lending committee.
The Dupont Formula breaks down ROE to determine the good and the bad.