KNOW

what you don't

KNOW

If you have no clue where your current financials stand, how well you’re running the company, or simply need savvy strategies to lead your company to profitability then you’ve come to the right place. 

 

Our financial assessment & strategy service uses your existing financial data to paint a picture of your current financial health and structure, identify issues, areas for improvement and provides you with our proven strategies to move the needle towards progress.

If you have no clue where your current financials stand, how well you’re running the company, or simply need savvy strategies to lead your company to profitability then you’ve come to the right place. 

Our financial assessment & strategy service uses your existing financial data to paint a picture of your current financial health and structure, identify issues, areas for improvement and provides you with our proven strategies to move the needle towards progress.

Who is it for:

Business owners who can’t answer the following questions, and entrepreneurs who crave for a financial insight and ready to exceed $X M ceiling and grow leaps and bounds.

  • How well are you running the company?
  • Where your financial stands today?
  • How long can your company survive if there is no new revenue comes in in the next few months?

Who is it for:

Business owners who can’t answer the following questions, and entrepreneurs who crave for a financial insight and ready to exceed $X M ceiling and grow leaps and bounds.

  • How well are you running the company?
  • Where your financial stands today?
  • How long can your company survive if there is no new revenue comes in in the next few months?

Outcome:

  • Financial Infrastructure Examination

 

The Chart of Accounts (COA) is the backbone of the financial system. During the assessment, we restructure the COA and catch the wrongly categorized charges to keep your financials in order. Also, we evaluate your accounting structure, software, and process in place to find the gap between your current structure and an ideal one.

 

  • Financial Analysis

We use the previous 6 months worth of existing data to do a financial model analysis. This provides insight to your business’s financial health and structure so we can more accurately allocate time and resources to grow your business.

  • Priority Identification

We come in and work as your trustful partner, learn more about your business, your needs, and your goals. With the result of the analysis we’re able to provide your business with the top 3 priorities to focus on in order to grow your business.

  • Proposed Action Plan

After conducting a thorough financial assessment & strategy session we provide you with a list of action items that will help you solve your current issues, gaps, and inconsistencies present in your current financial process. This also provides an excellent starting point to move your company forward.

Outcome:

  • Financial Infrastructure Examination

 

The Chart of Accounts (COA) is the backbone of the financial system. During the assessment, we restructure the COA and catch the wrongly categorized charges to keep your financials in order. Also, we evaluate your accounting structure, software, and process in place to find the gap between your current structure and an ideal one.

 

  • Financial Analysis

We use the previous 6 months worth of existing data to do a financial model analysis. This provides insight to your business’s financial health and structure so we can more accurately allocate time and resources to grow your business.

  • Priority Identification

We come in and work as your trustful partner, learn more about your business, your needs, and your goals. With the result of the analysis we’re able to provide your business with the top 3 priorities to focus on in order to grow your business.

  • Proposed Action Plan

After conducting a thorough financial assessment & strategy session we provide you with a list of action items that will help you solve your current issues, gaps, and inconsistencies present in your current financial process. This also provides an excellent starting point to move your company forward.

Fill out the form if you are ready to handle the truth of your financial status:

Fill out my online form.