Complete Financial Assessment:
Understand your Financial
Situation
We will analyze your financial
statements and provides a comprehensive strategic assessment for
your owners and directors.
The purpose of this report is to
assist in understanding the financial health and trends of your
company including:
-
Full financial and trend assessment
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Suggestions and implementation plan to target areas for cost
savings
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Executive summary for management
- Over 30 pages of detailed analysis covering all financial
aspects of your business
Sample output
(from Profitability Review section) |
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Why should you have a financial assessment report
?
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Many owners and directors understand financial
statements, however, it takes a great deal of time and money
to complete a proper analysis to understand your financial position
-
The only reason businesses fail is
lack of money. Understand where your money goes and
cost saving ideas
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Be better prepared when you meet with
your banker for the annual review
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Directors of large companies may be bound by
legal requirements to ensure their are managing risk in their
company.
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Completed by a strategic management accountant
with business lending experience.
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This report may save you $10-15,000 in consulting
fees
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"10 x better ... 10
x faster ... 10 x cheaper
than our old process. A true revolution in financial understanding"
J. Pym, Business Manager
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Who should use the financial assessment report
?
Small and medium size businesses
- View financial trends, target areas of increasing cost and
understand your financial situation
- Finance department employees to save time creating internal
presentations
- Be prepared when your lender completes a review of your company.
Large company
- Provide your management team with an unbias assessment of
your financial situation
- Save time creating your annual report
- Provides a base for strategic planning sessions
- You can have an annual report for each division of your company
- To assist with financial risk management
Accountants
- A great compliment to year end statements you help prepare
(relevance).
- Differentiate yourself from competitors by providing a unique
service
- Expand service offering to increase revenue
- Identify candidates that require consulting or more assistance
Bankers and Financial Institutions
- Provide a unique and revenue generating service to clients
during annual review
- Save time during reviews by having sections of the financial
commentary written for you
- Add value by providing your clients a tool to understand their
finances
- Mitigate risk by completing a full financial review
Consultants
- Internal use to accelerate the sales cycle
- Allow your clients to get a bigger bang for their buck by
targeting areas of cost control
- Provide this report to clients for increased revenue
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Sample output
(from Liquidity Review section) |
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How much ?
$950 US funds for a full financial
assessment. $250 to for additional departments within the same company.
Contact us for a quote if you plan on assessing multiple companies
or need a rush order. |
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How do I get started ?
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