Service Package
Planning, Reporting, and Analysis
Best for growing businesses with less than $5 million in annual revenue, few employees, and potentially inconsistent profit and cash flow.
Is your business is as profitable as it could be? Are you ready to take your financial game up a notch?
Our Planning, Reporting, and Analysis services are perfect for gaining financial confidence, clarity, and a clear path to powering up your profit. Go beyond basic bookkeeping to understand not only what your financial results were, but also why they occurred and how to improve them.
Planning
Plan for and predict the future
- Annual budgets: achieve your goals, measure performance, and identify resources you need to succeed
- Ongoing updates to year-end profit and loss projections
- “What-if X happens?” scenario planning for uncertain economic times
- Cash flow: expected income, expenses, and resulting bank balance
Reporting and Analysis
Know your numbers to increase profit
- Easily understandable financial reports
- Executive dashboard that visually depicts the financial health of your business
- Insightful analysis of results
- Actionable guidance to increase profit
- One-on-one monthly financial review meeting and e-mail support
“I gained invaluable insight from Rosemary’s financial reports and dashboards! They helped me make important executive decisions that increased our business’s revenue and profitability.”
– Steph Barry, Former Vice President, Asia, WD-40 Company
