Financial Analytics
What would Excel be without financial analytics. Spreadsheets are great for that let us help you with that. Whether it is corporate financial planning and analysis, or securitization of loans backed by autos or homes, and everything in between, we will get you there A-OK! BOOK A 15 MIN CHATWHAT WE DO
Figuring out how to grow your business requires asking a lot of questions. It takes the right questions. It also takes a lot of answers. We focus on providing realistic solutions after uncovering opportunities – not telling you what you already know.
Why am I not making more money? Do I have the right clients? No data available? No problem! We can start from scratch and put together a model to help you understand your risks, opportunities, and challenges. We work beside you to help you understand your business at a deeper level so you can make the right decisions based on key information.
Operations
You know you need to make a few changes. You just don’t know what and/or how. We review your operation as a whole and the individual processes. We then help you sift through all of the opportunities to improve your operation and prioritize them.
Financial Analysis
You don’t need another set of numbers to review. You need to know how you can impact your bottom line. We are not an accounting firm, but we know a thing or two about numbers. We take a different approach by looking for solutions to impact key items like margin and sales, not just identifying the problem.
Client Review
Having the right clients is half the battle. We help you target the right clients. We also take an in-depth look at your current client list to measure profitability, service costs, risk, and more.
Product Review
Thinking about launching a new product? You may wonder if it’s the right investment. We also help you look at your current product/service portfolio and compare against your competitors. We help you understand the small details that may be costing you sales.
Management Review
Having the right clients, the right product, and an efficient operation can take you a long ways. However, having the right leaders and managers can take your business to the next level. We can provide another perspective, evaluate the strengths and weaknesses of your team, identify training opportunities, and provide objectivity if need be.