Analyze

Your Financial Statements Are Hiding the Truth

Accounting financial statements are important for government compliance, but they are a results-based lagging indicator. The best gauge for making business decisions gives you real-time data on the daily and weekly activities of the business.

What We Deliver

Our Analyze service provides fractional CFO expertise to help you understand the real story behind your numbers. We recode your income statement for management insight, slice through complexity to measure actual profitability, and identify the opportunities hiding in your data.

What's Included

• Income statement recoding for actionable management reporting
• Profitability analysis by division, store, job, or product line
• Financial scorecard development with color-coded targets
• Identification of key financial metrics and trends
• Assessment of current bookkeeping and reporting processes
• Recommendations for reporting improvements
• Support implementing better financial workflows

The Difference

Measuring your conversion ratio of potential customer leads to actual closed sales tells you the amount of business opportunities you didn't convert into revenues. Slicing through the complexity to measure the actual gross profit on a specific job is far more insightful than seeing them all aggregated together on a monthly income statement.

If you're not getting good, real-time data on your important daily activities, chances are you're missing opportunities for profit and cashflow improvements.

Who Is This For?

• Business owners who feel they're "flying blind" with their financials
• Companies with complex operations needing better financial visibility
• Businesses where profit margins vary significantly across products or services
• Owners who want to understand if they're actually making money throughout the year