Financial Analysis

• Historic, single benchmark or periodic

Health Status of your business

• Early detection of business stability issues
• Analysis for loan applications

Assistance and financial analysis for strategic decisions

• Everday purchasing decisions
• Operating decisions
• Capital decisions
• Strategic planning

Performance analysis report

• Financial performance analysis derived from financial statements
• Analysis of data related operations, finances, inventory, sales, etc.
• Comparison to previous periods
• Forecasting

Budgeting

• Company-wide budget development
• Budget performance/variance analysis

Forecasting

• Projected sales and revenue
• Projected costs and expenses
• Projected business trajectory

Project Planning

• Feasibility studies
• Project description
• Resources needed
• Schedule
• Cost planning
• Project budget development
• Progress monitoring
• Improvement implementations oversight

Project Performance Reporting

• Weekly, monthly or final outcome
• Budget perfomance
• Cash flow analysis and forecast
• Profit and loss status report

Assessments and Analysis

• Current state of busiess
• Products
• Processes (process evaluation)
• Risk
• Effectiveness
• Efficiency
• Function analysis
• Requirements/needs analysis
• Targeted future state of business

Excel spreadsheet development

• Automating repetitive tasks
• Template development
• "What if" and "Scenario" spreadsheet development
• Comprehensive, custom exploration spreadsheet development

Documentation

• Procedures
• Processes
• Policies
• User manuals
• Product features and marketing materials

Technology

• Research for technology options to fit your company
• Feasibility analysis of those options
• Recommendations
• Database data structure and user interface design
• Data migration assistance