Business is as simple as generating and allocating capital.
Simple, but not easy.
To get where you want to go, it’s imperative to have a financial edge in the planning process.
Our services below show what we bring to the table to help lead your business to sustainable, long-term success.
Our Services
Financial Reporting
Without Financial Reporting, you are flying blind. We provide 3-Statement Reporting & Commentary each month/quarter/year. Financial Reporting is how we keep score in the business world.
How profitable is your business? Compared to prior periods? Compared to publicly available industry data? How strong is your balance sheet? Is it getting stronger over time?
Financial Planning & Analysis
At Financial Edge, FP&A is our greatest strength and allows us to build a plan tailored to you. This includes budgeting and forecasting the 3-Statements based on where the company is and where ownership wants to take it.
Do you want to grow? How? Acquire a competitor? A vendor? Reinvest profits? Take on debt? Offer equity? Should you hire a sales team? Create a new product or service?
Strategy Implementation
It’s important to know where a business is and plan for where it’s going. Strategy implementation is simply putting FP&A plans into action. We identify drivers that move the needle and put plans in place to achieve the goals of ownership.
What are the KPIs? How will we measure them over time? Who will be accountable for them? What will our contingency plans be if we’re off track?