This service delivers a structured, consultative analysis of your company’s cash flow and overall financial health.
It goes beyond a basic or monthly diagnostic by explaining why your liquidity behaves the way it does and identifying the financial drivers behind your results.
Through a focused review of cost structure, key financial ratios, and performance trends, I help founders and business owners gain clarity on what is impacting cash flow, efficiency, and financial stability — and where attention may be required.
This is an analysis-focused service, ideal for businesses seeking deeper financial understanding before moving into optimization or advanced planning.
🎯 Who This Is For
✔ Businesses experiencing cash flow tension or inconsistencies
✔ Founders who want to understand why results look the way they do
✔ Companies preparing for optimization, restructuring, or planning
✔ Teams that need financial clarity beyond basic diagnostics
🚫 What This Service Does NOT Include
✘ Full financial planning or forecasting
✘ Scenario modeling
✘ Budget design or integration
✘ Strategic roadmap or long-term planning
(These are covered in Advanced Financial services.)
FAQs
No. The analysis is based on your actual financial data and financial structure.
No. This service focuses on understanding current and recent financial behavior, not projecting future outcomes.
Yes. Many clients use this analysis as a foundation for optimization, scenario modeling, or advanced financial planning.
Primarily Excel, with a clean structure and professional presentation.
This service delivers a structured, consultative analysis of your company’s cash flow and overall financial health.
It goes beyond a basic or monthly diagnostic by explaining why your liquidity behaves the way it does and identifying the financial drivers behind your results.
Through a focused review of cost structure, key financial ratios, and performance trends, I help founders and business owners gain clarity on what is impacting cash flow, efficiency, and financial stability — and where attention may be required.
This is an analysis-focused service, ideal for businesses seeking deeper financial understanding before moving into optimization or advanced planning.
🎯 Who This Is For
✔ Businesses experiencing cash flow tension or inconsistencies
✔ Founders who want to understand why results look the way they do
✔ Companies preparing for optimization, restructuring, or planning
✔ Teams that need financial clarity beyond basic diagnostics
🚫 What This Service Does NOT Include
✘ Full financial planning or forecasting
✘ Scenario modeling
✘ Budget design or integration
✘ Strategic roadmap or long-term planning
(These are covered in Advanced Financial services.)
FAQs
No. The analysis is based on your actual financial data and financial structure.
No. This service focuses on understanding current and recent financial behavior, not projecting future outcomes.
Yes. Many clients use this analysis as a foundation for optimization, scenario modeling, or advanced financial planning.
Primarily Excel, with a clean structure and professional presentation.