Financial Diagnosis & Business Reporting
In-depth analysis of your financial statements to identify trends, strengths, weaknesses, and growth opportunities
Comprehensive Financial Analysis
We dissect your Profit & Loss, Balance Sheet, and Cash Flow statements to provide clear, plain-English diagnosis and actionable KPI dashboards that drive business decisions.
What It Is
In-depth analysis of your financial statements to identify trends, strengths, weaknesses, opportunities, and threats with customized reporting and KPI tracking.
What It's For
Business owners who have the numbers but lack the clarity to make confident strategic decisions, or need to present professional reports to investors or lenders.
What We Do To Fix It
- • Analyze 3+ years of financial data
- • Identify key performance indicators
- • Create industry-specific benchmarks
- • Develop custom dashboard reporting
- • Provide strategic recommendations
- • Set up ongoing monitoring systems
Owner's Expectation/Result
- • Deep understanding of financial health
- • Data-driven insights for growth decisions
- • Ability to anticipate challenges
- • Professional reports for stakeholders
- • Clear roadmap for improvement
Analysis & Reports Included
Financial Analysis
- • Profitability Analysis
- • Liquidity & Solvency Ratios
- • Trend Analysis (3+ years)
- • Industry Benchmarking
- • Break-even Analysis
- • Working Capital Analysis
Reporting Dashboards
- • Executive Summary Dashboard
- • KPI Performance Tracking
- • Cash Flow Forecasting
- • Department Performance
- • Custom Metric Development
- • Automated Monthly Reports
Why Choose Our Firm?
We translate complex numbers into a compelling business narrative that guides your next move. Unlike basic financial statements, we provide context, interpretation, and actionable recommendations specific to your industry and business goals.
Financial Review
Starting at $497 - Comprehensive Analysis
📈 Actionable Insights
We don't just report numbers - we provide strategic recommendations