What's included

• Financial Modeling and Forecasting

  Build financial models for budgeting, forecasting, and valuation to help clients assess profitability, cash flow, and investment potential.

• Financial Statements Analysis

  Prepare and analyze income statements, balance sheets, and cash flow statements to uncover trends and make actionable recommendations.

• Break-Even, Sensitivity, and Scenario Analysis

  Create break-even analyses to identify profitability points, conduct sensitivity analyses to assess how variables impact financial outcomes and perform scenario analyses to highlight successful pathways.

• Investment and Valuation Analysis

  Perform DCF, NPV, and IRR analyses to assist clients in evaluating investment opportunities and make data-driven decisions

• KPI and Performance Metrics Reports

  Develop customized reports with KPIs tailored to client goals, tracking metrics like ROI, gross margin, and operating expenses.

• Market and Competitor Analysis

  Deliver insights into market positioning, competitor financial health, and industry trends to guide strategic planning.

• Budgeting and Expense Tracking

  Establish budgeting frameworks and expense-tracking templates to keep clients within their financial goals and monitor cash flow.