Financial Analysis & Reporting

Improving Your Company’s Financial Health…

Every business or organization needs a clear sense of purpose of where it is today and where it wants to be in the future. To achieve higher goals of success, owners need to evaluate their current operations and investigate innovative strategies that move their businesses forward. Financial analysis and reporting are key factors for developing methods that can significantly improve a company’s operational efficiencies, bottom-line profitability and long-term value. Beyond performing a detailed examination of your financials, Lisa will explain her findings in terms you can both easily understand and confidently utilize to enhance overall performance.

Services and situations where financial analysis and reporting benefit your company:

  • Cash Management
  • Break-Even Analysis
  • Financial Projections
  • Departmental Budgeting
  • Strategic Business Planning
  • Internal Control Evaluations
  • Profit Improvement Planning
  • Executive Compensation Plans
  • Management & Operational Reports
  • Business Succession Planning
  • Acquisitions and Mergers
  • Family Business Issues
  • Management Reviews
  • Buy/Sell Agreements