All Your Insights in One Place
Improve Your Financial Performance
Your Data Partners
Fractional Financial Planning & Analysis (FP&A)
All of your relevant financial, operational, and marketing data gathered into one place.
We take the noise out of your data by identifying key areas of focus.
We work alongside you to provide reports that are accurate and secure.
It all starts with a plan. Which, of course, we’ll work directly with you to map out. We begin our engagement with a thorough review of your company’s past and present operations and practices, discuss your desired future outcomes, and develop the right key performance indicators to ensure you progress towards your goals.
After setting you up and getting you started, we’ll meet with you monthly to track your progress. Together we’ll review your sales, gross profit, expenses, net income, cash, additional revenue sources, and other targeted areas of focus. We’ll walk you through what worked well, what didn’t work, and what adjustments are needed going forward.
From there, we move back to further strategizing. After reviewing your progress, we’ll highlight the areas of significant importance and discuss needed changes for your business, leaving you with outlined goals for the next month. We take all the unnecessary noise out of the picture to give you just the signals you need to keep working on.
An Everything Approach
With our simplified and centralized dashboards we can turn your 5-hour meetings into a more effective 45-minute meeting. Your dashboards are customized and highlighted for key areas of high and low performance to direct your attention to what is necessary- so you don’t have to sweat the small stuff.
Internal and External
We look at the key drivers of value for your business as well as any outside risk factors.
Near and Far
We’ll help you work on your short-term goals while preparing you for the long-haul.
Backwards and Forwards
Using past trends to see around the corner towards the future.
Micro and Macro
Every big picture has small details – we look at both.
Turn 5 Hours into 45 Minutes
With simplified, centralized dashboards, you no longer have to sit through hours of meetings with accountants and other advisors to map out your progress. Your dashboard and reports are customized and highlighted for key areas of high and low performance to direct your attention only to what’s necessary – so you don’t have to sweat the small stuff.
Did we mention it’s all paperless? Help save the environment while saving your filing cabinets.
Make Your Meeting More Effective
Don’t let your accounting department hold you hostage. Let us help you find meaning in the chaos. Once a month is all it takes!
We might be focused on the future, but we still recognize the past. Check out some of our latest success stories.