Financial Assessment
Gain clarity on your financial health through comprehensive analysis, simplified scorecards, and practical coaching on the metrics that matter.
The Challenge
Many business owners struggle to interpret financial statements and can't tell if their business is truly profitable. Complex reports obscure the real story, making it difficult to identify problems or make informed decisions.
Our Approach
Historical Data Analysis
Conduct a full financial health assessment using three or more years of historical data to identify trends, patterns, and anomalies.
Simplified Scorecards
Transform complex financial statements into easy-to-read scorecards showing revenue streams, true cost structure, and cash movement.
Ratio Coaching
One-on-one coaching sessions to teach you how to interpret gross margin, operating margin, working-capital ratios, and other key metrics.
Profit Leakage Detection
Identify hidden profit leakage from mispriced services, cost overruns, or inefficient operations that erode your bottom line.
Key Benefits
- Financial clarity and confidence
- Identify profitable vs. loss-making lines
- Data-backed decision making
- Hidden profit recovery
- Improved pricing strategies
- Better cash flow management
Result Example
Discovered $50K in annual profit leakage by uncovering mispriced services.