Our Business Advisory Service picks up where the bookkeeping service ends.
We offer two levels of advisory:
1 – BUSINESS ANALYSIS
This involves the interpretation of business results by identifying the drivers or causes of the business results you’re getting, along with analysis of trends and comparisons to expectations or industry norms.
The primary goal of Business Analysis is to improve your business results. As we analyze and identify drivers of your business results, we advise next steps or propose solutions to improve your business results.
For example, we look at profitability from a gross margin standpoint by
1. Product lines
2. Service offerings
3. By job, contract, or project
4. Sales volume, pricing and mix breakdown
We can also provide financial modeling to help you make decisions in terms of What If Scenarios, Scalability Analysis, Break-even Analysis, Return on Investment for Capital Expenditures and Marketing.
If you’re frustrated with the lack of profitability and cash flow or you lack clarity around your business results, or are unsure of what changes to make – then Business Analysis is for you.
2 – BUSINESS PLANNING
We partner with you to develop sound business goals and financial plans that align with your personal life goals.
We also provide forecast updates as needed against that annual business plan.
All weekly & monthly reporting tracks results against each goal. We advise on changes needed to meet your goals.
If you’re frustrated by having to work too much for too little pay, you never know what the future looks like or you don’t know how much money you can expect to make – Business Planning is for you.
Or if you simply want to maximize profitability so that you can reach your long-term business goals – Business Planning is for you.
You achieve best results when you are executing against goals/plans.
Benefits
1. Have clarity around business goals & results
2. Peace of mind AS YOUR BUSINESS achieves your goals
3. Achieve more freedom
4. Be able to work less and make more money