Areas of Expertise

Financial Analysis

Why does my profitability not match my effort? Why am I working so hard and don’t have the money to show for it? How can I financially reach the vision I have set for my organization? These are just a few of the questions we can answer.  The structure of our analysis allows our clients to be proactive and strategic decision makers within their companies.   

Budgeting

“I set revenue goals for the year, so why do I need a budget?”  “I create a budget every year but that is the only time I look at it.”  These are questions and comments I hear from most business owners.  We take the budget from a task to a tool by creating profitability through visibility.

Forecasting

What is the difference between a budget and a forecast? We take the next step past the budget by creating a tool that allows you to forecast your income, spending and serves as a resource for your decision making. 

Business Strategy

Are you reactive or proactive in managing your business?  We look at your business as a whole to identify strategies to help you achieve your goals.

Pricing Analysis

What method did you use to create your pricing? We use a 3 part method in analyzing your pricing to ensure your prices are efficient.  

P&L Management

It’s not just a Scorecard! We utilize your P&L as a resource to provide insight.