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Financial Advisory

Financial & Performance Advisory

Improve financial performance with better reporting, budgeting, and cash flow management. Get the financial clarity you need to make confident business decisions.

Financial Management Challenges

  • Lack of real-time financial visibility and reporting
  • Cash flow problems and unpredictable revenue
  • Inaccurate budgeting and financial planning
  • Poor understanding of profitability by product/service
  • Difficulty making data-driven financial decisions

Our Financial Solutions

  • Real-time financial dashboards and reporting
  • Cash flow forecasting and management systems
  • Comprehensive budgeting and planning processes
  • Profitability analysis and cost optimization
  • KPI frameworks and performance monitoring

Financial Advisory Deliverables

Comprehensive financial tools and insights to drive better business decisions

Financial Dashboard

Real-time financial dashboard with key metrics, trends, and alerts for better visibility.

Cash Flow Forecast

13-week rolling cash flow forecast with scenario planning and early warning systems.

Profitability Analysis

Detailed analysis of profitability by product, service, customer, and business unit.

Budget & Planning Model

Comprehensive budgeting model with variance analysis and rolling forecasts.

KPI Framework

Custom KPI framework with benchmarks, targets, and automated reporting.

Financial Controls

Internal controls, approval processes, and financial policies to protect your business.

Implementation Timeline
1

Financial Assessment

Week 1-2: Current state analysis, data collection, system review

2

System Design & Build

Week 3-5: Dashboard creation, model building, process design

3

Training & Handover

Week 6: Team training, documentation, ongoing support setup

Service Options

Monthly Advisory Service

Ongoing financial advisory with monthly reporting and quarterly reviews.

Basic (Monthly reports)$3,500/month
Plus (Bi-weekly reviews)$5,500/month
Premium (Weekly support)$8,500/month

💡 Initial setup included in first month, 6-month minimum commitment

Financial Impact

Our financial advisory services deliver measurable improvements to your bottom line

18%
Average improvement in profit margins
45 days
Reduction in accounts receivable
92%
Accuracy in cash flow forecasting

Ready to Improve Your Financial Performance?

Schedule a free financial health check to identify opportunities for improvement.