Advanced Analytics & Fractional Controller Services

Gain insights and have peace of mind that your business is on the right financial track. This is boutique offering for companies who need analysis, oversight and review of current company financials on a monthly basis. Hourly billing for this service is available on an as needed basis in leu of monthly retainer billing.

What’s Included:

• Monthly profit and loss and balance sheet analysis with charts and graphs, showing your company financials in an easy to read format.

• 6 month cashflow forecast, customized to your business needs. Forward looking insight to see where your business cash is forecasted to help anticipate potential shortfalls or surpluses.

• 60 min. call monthly to review, strategize and answer any questions.

• Be able to answer questions like:

  • What do I need to do to increase my profit or revenue?

  • Can I afford to buy a new truck, trailer, hire new employees?

  • Should I raise my prices?

  • What is the expected ROI on a new service?

    *Must have user access setup online for this service