Work with Me

Below are the different ways we can work together to help your business stay on track.

Business Health Analysis, Presentation

  • Overview of the 3 essential financial statements (Income Statement, Balance Sheet, Statement of Cash Flows).
  • Historical review of company’s financial performance to identify trends
  • Summary of findings

Business Health Analysis, Collaboration

  • Review of Historical Findings
  • Recommendations and analysis
  • Meeting to create a strategic forward looking plan as a roadmap for the business

Ongoing Support

  • Professional Package
    • Monthly P&L review to analyze variances between budget and actuals
    • Client email outlining details
  • Premium Package
    • Professional Package+
    • Meeting with Client to review performance, analyze variance drivers, and review balance of the year
    • Re-forecast balance of year P&L based on discussions
    • Updated re-forecast based on actual performance
  • Platinum Package
    • Premium Package+
    • Weekly update on cash position tracking cash inflows and outflows

Financial Literacy Training Session

  • 2 hour course that reviews the basics of the 3 Financial Statements (Income Statement, Balance Sheet, Statement of Cash Flows)

5 Year Plan Set up

  • Work with senior team to craft a 5 year plan from a financial standpoint

Return on Investment Analysis

  • Analysis for special projects to understand what return is desired and what is achievable