Financial Wellness Session

DAndre Starnes

Starting at

$

300

About this service

Summary

This 90-minute intensive session is designed to provide business owners with a clear and actionable understanding of their financial position. Through a comprehensive review of key financial metrics, we'll identify strengths, weaknesses, and opportunities for improvement. By the end of the session, you will have a clear picture of your business's financial health and a roadmap for achieving your financial goals.

What's included

  • Financial Health Assessment

    A comprehensive evaluation of your business's current financial performance, including profitability, liquidity, and solvency ratios.

  • Cash Flow Analysis

    An in-depth examination of your cash inflows and outflows to identify potential cash flow challenges and opportunities for improvement.

  • Key Performance Indicator (KPI) Review

    An assessment of your business's critical financial metrics to measure performance and identify areas for improvement.

  • Actionable Recommendations

    Tailored advice on steps you can take to improve your business's financial health, including strategies for increasing revenue, reducing costs, and managing cash flow.

Duration

1 day

Skills and tools

Financial Advisor

Financial Consultant

Business Consultant

Microsoft Excel

Microsoft Excel

PowerPoint

Quickbooks

Quickbooks

Industries

Investment & Asset Management

More services

Financial Consultation and Analysis

Contact for pricing