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Outsourced Financial Analysis Services

Are you trying to get a loan or raise VC funding? Do you know which products or regions are your most profitable—or whether your products are priced appropriately? All of these fall under financial planning and analysis: the backbone of sustainable growth.


Why You Need On-Demand Financial Analysis

Budget forecasting

Objectively measure success by projecting revenue, expenses, and the resulting profitability goals

Budget variance

Track the difference between expected (“budgeted”) expenses/revenue and the actual amount

Financial modeling

Establish a dynamic financial tool that reflects your business, then use it to evaluate scenarios and plan the best path forward

Labor cost management

Understand the fully-burdened cost of each employee, and know when you are in the position to hire

Key Performance Indicator (KPI) tracking

Determine the KPIs that drive your company’s success and then implement processes and tools to track them


Intuitively evaluate and track your KPIs through a data visualization tool

Pricing analyses

Optimize your pricing to improve margins, surpass the competition, and drive growth

Investor reporting

Paint an accurate and insightful picture of your business to debt and equity stakeholders

Accelerate Your Business with On-Demand Financial Analysis

As a mid-market business, the only thing you can count on is that things will continually change. 
Change happens fast and can be unpredictable.

With on-demand
financial analysis

our goal is to look forward and be proactive in preparing for changes in the business.

We monitor progress

by setting up benchmarks and key performance indicators to ensure your business is tracking the way it should.

Catch potential issues

with the right analysis before they become full-blown crises—make the ever-changing world of business a bit more predictable.


when you work with one of our talented professionals for on-demand financial analysis.

Financial Analysis to Maximize Resources

When properly analyzing things like cost of goods, pricing, profit margin, and marketing ROI by channel, a financial analyst can drill into what’s working and what’s not to make sure you are getting the most out of your business’ resources.

The analytical horsepower required in a mid-market, growing company is immense. And for many businesses, this strategic edge is lagging behind. 

For many businesses, numbers all blend together and become a sea of meaningless data.  A solid financial analyst will be able to look at the numbers and use them to make decisions

Building a successful business is hard enough. Make it easier by discovering, evaluating, and correcting areas of waste or underutilization.

Financial Analysis for Predictable Growth

Business growth is challenging, but fortunately for every business, it comes down to a numbers game. Every business has a way of generating leads, converting leads to revenue, and delivering value to customers after a sale.
How efficiently you do these things determines your ability to grow.

Out internal financial consultants match you to a financial analyst with experience in your specific industry with deep experience in building projections.

You don’t have to reinvent the wheel. Break down your business into a data-driven process and constantly track your KPIs to make sure you are growing the way you should.

Financial Analysis for Accountability and Constant Progress

One problem many businesses have is that they are constantly looking backwards. Budgets and forecasts are created, but are only evaluated at the end of a quarter—or even at the end of the year.
That’s not fast enough or proactive enough. With the proper financial analysis, you should be creating a budget forecast for your business. This gives you parameters and targets to make sure your business reaches its goals.
Then your financial analyst can provide a budget-variance report to constantly track how you are doing versus your projections. If you are off track, you will know immediately and will be able to take action to fix the issue.
Become forward-looking. Gain control of your business. Create the results you want and catch problems early.

Request Your Free 30 Minute Consultation

Not convinced your business needs financial analysis? Talk to our finance experts to see how we've helped companies make more money and grow more quickly with the use of data.