High-Level Business Financial Evaluation
What’s Included:
- Initial meeting to discuss your business and its specifics (60 minutes)
- Evaluation of submitted documentation
- Report outlining our findings and analysis
- Follow-Up meeting to discuss the findings and recommendations (90 minutes)
What the Client Provides:
- Answers to a brief questionnaire about the business (20 minutes)
- Access to finance system if QBO as an Accountant User (easiest for Client)
- If any system other than QBO, exports for 24 months of monthly reporting:
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- Income Statement
- Balance Sheet
- Cash Flow Statement
- Trial Balance
*Note: If Client is able to give us access to their finance system remotely, we can pull this information directly.
What the Client will Receive:
- Independent feedback on the current financial situation of their business.
- Recommendations on how they can improve their financial recording, including highlighting of any potential red flags currently present.
- Recommendations on how they can improve the strategic usefulness of their financial reports.
- Recommendations on how to align their operational activity with their financial performance in the future.
- Financial analysis including reporting on standard financial KPIs and ratios.
Client Time Investment: 3 hours
Price: $2500 one time payment