With over 18 years of proven experience in many industries and disciplines, we pride ourselves at delivering thorough reporting and financial analysis customized to meet clients individual needs. Read what they’re saying about us!
Ready to expand your business, but the lender needs detailed financial information in order to process your application for capital? Not sure how to prepare the financial package, how much data and detail is required? Are you confident in your numbers?
We look beyond the numbers by generating and then analyzing your financial data. Numbers tell a story through:
- Balance Sheet = Is your business healthy and well?
- Income Statement = Are you making or losing money?
- Business Plans = Are you setting goals and measuring them?
- Sales Performance = What line of business is performing and why?
- Gross Margin & Net Margin = It’s not how much you sell it’s how much you keep.
- Budget and variance review = Do you know what your numbers are saying?
The financial data needed to run the day to day operations can be different than what your lenders need to process your application for capital! Approach the lender with a clear, concise and complete financial package. Know your numbers.