Free Financial Health Checkup
Our firm is happy to offer a no-obligation financial health assessment of your business. As part of this review, we will seek to:
- Understand and evaluate your business model and current revenue drivers
- Evaluate your cost structure, analyze trends, and compare to your business plan
- Understand reporting data flow and if you are getting timely, relevant information to inform good decisions
- Prescribe steps you can take to improve the financial health of your business.
In order to do so, we will begin with:
- Discussion with the principals of the business
- Review of historical financial results (current and prior year)
- Review of current year/next year forecast (budget), if any
Enter your contact information and we’ll contact you to schedule a time to speak.