Financial analysis and projections on any data.

Product Description

This product is designed for business owners who do not have their own internal Finance Department, but would like to have top level financial insight to assist with decision making. The product will tease out important trends and project future performance against possible courses of action. This could include projecting the effect of doing nothing, changing prices, changing profit margins, costs, wages or other variables.

The insight and factual projections will greatly assist in making decisions.

An experienced Adviser will work with you to:-

  • Plot historical financial date over 3-5 years, including sales, gross and net profit, margin, net worth and liquidity.
  • Analyse data in months, quarters and annually to tease out seasonal and year on year trends.
  • Project future financial performance based upon 3 different scenarios to be confirmed at the time of order.
  • Summarise the data and identify significant trend and potential trouble spots in the future.

Anticipated Outcomes

  • Visual representation of key financial data over a period of 3-5 years.
  • An improved understanding of monthly, seasonal and annual variations and trends.
  • An improved understanding of the likely financial impact of making changes.
  • Be able to respond proactively to potential trouble spots.

Upon completion, additional optional coaching sessions by skype, telephone or face to face are available. If this product does not quite meet your needs, please enquire about our Bespoke service. Tel. 01373 800888.

This product will be delivered by:

A ‘Smart Graduate’

SKU: 222 Category:

Additional information

Guide price per hour

£25 per hour


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