Business Advisory Reports
Objective: To help you realize your financial goals & make your business more profitable while simplifying your workload.
In an effort to continually provide you with more valuable services, I’ve taken the initiative to present your financial statements in a narrative, plain-language report which highlights the areas of your business which are the strongest & those which may need improvement, while outlining an action plan for reaching your financial goals.
Get a clear picture of your business’s financial health.
I analyze key financial figures of your business & provide you with a plain language written report which includes: charts, graphs & a star rating system to measure your businesses’ financial health. You’ll even see just how your financial situation compares to other businesses in your industry for a better perspective.
My Business Advisory Reports provide the perfect foundation for a business performance counseling session to help your business grow & be profitable.
Here’s a sample of what I address:
- Liquidity-can you meet your obligations as they come due? Do you annually budget for expected cash requirements?
- Gross Profit & Net Profit-are these trends favorable? How do they compare to your peers in the industry?
- Sales-are they growing & are you satisfied with their levels? Have you established sales goals for next year?
- Borrowing-is it costing you more than it should?
- Employees-are you hiring effectively?