Financial Forecasting, Planning and Analytics.


Forecasting, Planning and Analysis Tailor-fit to your goals.

Every business is challenged by having the time to evaluate its performance and gauge the changes needed to keep their competitive edge. Whether it's coordinating the annual budget process, loading the budget into the accounting system or on-going forecasting and analysis, your business can stay focused on revenue growth and the path to an improved bottom line.

  • Analyze burn rate, overhead spending, cost cutting
  • Develop and implement annual budget plan
  • Cash management & forecasting
  • Set-up actual expense compared to budget reports
  • Build investment model used for investment/funding
  • Develop business plans
  • Review/recommend insurance coverage

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