FINANCIAL CONSULTING SERVICES
Investigation &
Discovery
In the initial phase, we take the time to learn the numbers and truly understand the story they are telling. Our goal here is to find the roots of the weed(s) that is (are) holding your company back from maximum efficiency and profitability.
Analysis, Big Data, Transformation
Presentation of Findings & Reporting
In the second step, we communicate insights in a simple, comprehensive manner and field questions that may arise. Our goal here is to not only inform, but to also empower and curate long-term growth. Additionally, this is where we deliver any financial reports, models, dashboards, etc. that we created to aid us in analysis, or that were requested.
Collaboration, Insights, Value-adds
Quarterly Calls & Updates
Finally, we work towards building a working relationship with each other. We want you to be curious about your company's data and ask questions. During these calls is where you can ask us to dive deeper into a certain area, or if you have further analysis/ reporting needs - let us know and we'd be more than happy to provide a solution!
Teamwork, On-going communication
Additonal Services
Every company's needs are different. By picking and choosing which services your company needs, you're able to tailor your very own cost-efficient data analyst/ FP&A team. Please ask us if there is a service you desire that is not listed on our website.
Variance Analysis, Ad Hoc Analysis, Ad Hoc Reporting, Financial Modeling, Dashboards, Cash Flow Analysis, Financial Reporting, Risk Management etc.