Financial reporting
  Income statements and balance sheets provide important information about the current health of the business. If you don't have financial statements in place, we can prepare them and set up systems to ensure accurate, timely information to assess your business' strengths and weaknesses. If your statements are in order, our expert analysis will provide new insight to help you make the right tactical and strategic decisions.

   Budgeting and forecasting
   The budget is a tool to manage expenses and quickly identify new trends that could impact your future profitability. Forecasting is the application of various analytical techniques to define future variables, such as revenues. We can prepare, revise, and analyze budgets or help you develop or refine your forecasting.

   Cash flow forecasting
  Having sufficient cash available is typically the single biggest worry for a growing business. Cash flow forecasting will identify seasonal or periodic cash crunches, and enable the informed owner/manager to put strategies in place before cash is a problem. We can set up or fine tune your cash flow forecasting and help you use it as a business planning tool.

   Business Plan Preparation
  If you plan to seek investment or working capital from banks or other lenders, you will need to provide a complete business plan outlining your position in the market, the competition, the expertise of management, and what makes your business or product unique, as well as historical and forecast financial data. We can help you prepare or update every aspect of your business plan.

   Margin Analysis
   A clear understanding of where your profit comes from and how it can be increased depends on understanding the profit per unit and the relative profitability of various product lines or services. We can analyze every aspect of your business and recommend how to increase profits.

  Project Management
  As a business owner, you must be on top of every aspect of your business at all times. A major new activity-such as the introduction of new equipment or a move to a new location-can distract you from current or potential problems in established areas of your business. Whether you need someone to manage a specific project or cover your ongoing work so you can focus on the new activity, we can provide expert short-term assistance. Our support will ensure that your business stays healthy throughout the transition..