Practical Financial Analysis, Built Around Your Business
Every engagement starts small and low-risk and grows only as far as your business needs it to. Here's exactly how it works, and what to expect at each stage.
What We Actually Do
Cost & Margin Analysis
Cash Flow Forecasting & Working Capital
Inventory & Shrinkage Analytics
We break down your costs by product, customer, or location so you know exactly where you're actually making money and where you're not. Most businesses are surprised by what they find once the numbers are separated out instead of lumped together.
Inventory & Shrinkage Analytics
Cash Flow Forecasting & Working Capital
Inventory & Shrinkage Analytics
We track how stock actually moves through your business in, out, and everywhere in between and flag unexplained losses before they quietly become a habit. This is often where the most money is being lost without anyone noticing.
Cash Flow Forecasting & Working Capital
Cash Flow Forecasting & Working Capital
Cash Flow Forecasting & Working Capital
We build a clear forecast of what's coming in and going out, so cash crunches show up on your radar weeks before they hit your account, not the day you can't make payroll.
KPI Dashboards & Reporting
Financial Process & Systems Setup
Cash Flow Forecasting & Working Capital
We build a single dashboard that shows the numbers that actually matter to your business, updated automatically instead of pieced together by hand every month.
Financial Process & Systems Setup
Financial Process & Systems Setup
Financial Process & Systems Setup
We connect and clean up what you already use QuickBooks, Excel, your POS or inventory system, so your numbers flow into one place automatically, instead of replacing tools you've already invested in.
Staff Training & Handover
Financial Process & Systems Setup
Financial Process & Systems Setup
We train whoever will own your reporting going forward, so your team can run and trust the system on their own, not just watch us use it and then lose it the day the engagement ends.
Ongoing Advisory Retainer
For businesses that want a standing financial analyst without the cost of a full-time hire: a monthly retainer covering regular review of your numbers, early flags on emerging issues, and a direct line to ask financial questions as they come up, the value of an experienced FP&A analyst, at a fraction of what it costs to hire one full-time.
Prefer to start with ongoing support instead of a one-time project? Let's talk.
