Next-level Financial Analysis Services

Are you struggling to understand what the numbers are telling you? It’s well known that finance is the language of business, but if you don’t have someone fluent in that language, then interpreting the words (numbers!) is tough.

We’ll help you decode the message to analyze your business’s finances and translate the numbers to “what this really means” so you can make better business decisions. We call this ‘adding insight to your instincts.'

Make Better Decisions With Accurate Data

Good Company Makes the Journey Easy

Our Financial Analysis Services

Financial Results Analysis

We analyze your data for key trends, metrics and outliers so you can understand your trends in sales, expenses, margin, and ultimately profit over time. We then discuss these with you clearly, allowing you to take action.

Monthly / Quarterly Review Meetings

Don’t be a stranger!

We want a personal relationship with you – that is why we would like to stay in touch and keep you updated about your financial status. We want to provide you with reports and meet with you to review your financial plans.

Interactive Results Dashboarding

Sometimes, having a page full of numbers doesn’t make sense. We provide interactive dashboards that allow you to view your business’ performance easily and visually.

Key areas we include:

Year-on-year business performance
Quarter/month this year performance vs. the same time last year
Current year drill down on revenue, expenses, and profit
Month by month comparison of sales and expenses
A snapshot of your accounts receivables/payables and outstanding collections

These dashboards are fully customizable and securely accessible via your client portal.

Get Your Custom Plan

We not only help you understand the road you’ve just travelled, but we offer advice on where you’d like to go through a custom and futureproof bookkeeping business plan.

See how we can help you do more of what you love and less of the number-crunching you’d rather avoid.