financial analysis and strategy lexington KY

Financial Analysis

Budgets, Forecasting, & Financial Analysis

Financial analysis reports show what you are currently doing and how you need to change in order to reach your goals, and a budget gives you the plan on how to get there.

  • Budgets: One of the most important tools in a business is a budget. A budget helps you pinpoint where you need to be in order to be profitable and gives you a concrete way to measure where you want to be against where you actually are. A budget allows for strategic, long-term planning that will help your business to succeed.
  • Financial Analysis: Are Profit & Losses and Balance Sheets all Greek to you? We use advanced analysis tools to provide you with an easy to read report with insights and metrics that actually let you know what you are doing right and what you are doing wrong. We measure and monitor KPIs (key performance indicators) that matter most to your business. We use charts, tables, and visually appealing graphics to make your financials simple.
  • In-Depth Forecasting, Projecting, & Budgeting: We partner with Futrli, an intensive forecasting software, to create and maintain multiple budgets, forecasts, and scenarios to give you the information you need to confidently make business decisions. This is for the business that has grown to have many moving parts and needs a cohesive way to bring them all the data together and see how making a change would affect the business in the long run.
Budgeting Software Platforms we partner with:

float-sm
fathom-sm
futrli-sm

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