business assessment Archives

High-Level Business Financial Evaluation

*Note: If Client is able to give us access to their finance system remotely, we can pull this information directly.

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.

Monthly Financial Review Report including Income Statement, Balance Sheet, Statement of Cash Flows and common financial KPIs and ratios. Will include historical period data and year over year comparison of financial performance.
Monthly Financial Reporting Dashboard.
Client Portal where you can access these items and historical copies of your Monthly Financial Review Reports.
Every six months, we will send an email invitation to allow you to book a one-hour meeting with an experienced CFO to go over your financial results.

Note: Dashboards are live and cannot be historically preserved in the Client Portal.

Note: This service is only available to companies using QBO or Xero who will allow us direct access. Auto-pay is required.

Small business owners who do not believe they are ready for the involvement of a Fractional CFO.
Small business owners who need or want more clarity in the presentation of their financial data than can be provided from directly exported financial reporting from their finance system.