Not every small business owner starts out understanding the overwhelming power of financial data. It’s so much more than how much money is in your bank account at the end of the month. With in-depth, expert analysis of your business’s complete financial picture, you can make short and long-term decisions that have the potential to significantly improve your profitability.

Only accounting clients are eligible for this service as it requires a considerable amount of data not available in tax returns. Using the data from our accounting and payroll systems, we can conduct a full analysis of your financial status and provide you with key metrics specific to your business to help you understand or make decisions about anything with financial implications, including:

  • Comparing performance to budget projections
  • Cash flow projections
  • Growth plans
  • Trends and forecasts
  • Financing structure
  • Quarterly/Annual tax estimates
  • Pricing
  • Business operations
  • Efficiency
  • Cost controls
  • Talent planning
  • Compensation and benefit plan structure
  • Retirement plan structure
  • Mergers and acquisitions
  • Exit strategies

If there is a particular issue or concern you have that we may be able to help you with, please call us and we will make every effort to help you find a solution.