Financial Analysis
Surround yourself with those who will answer your questions and question your answers.
There’s a Better Way
You don’t have to trust nameless, faceless people who know you, but don’t really know you. You don’t have to experience information overload or feel like no one has your back.
Take Control
Instead of paying thousands trying to get answers or spending months going through it alone, Ryan and his team will show you exactly what to do with the guidance to do it. We don’t just teach theory. We support every service and strategy with practical tools you can use in your business, organization and/or life.
Our passion is analyzing financial data and identifying the key profit drivers, then educating leaders on what to focus so that they can pursue their purpose and reach their goals.
We guide leaders to grow profitably using a simple proven process so they can focus on what they love doing. We partner with our clients from start to finish to help them gain financial clarity and improve their decision making process.
Our process involves creating financials that tell a story, automating processes, coaching on the financials, projecting future growth, collaborating with third parties, strategic cash-flow planning, and financial peace of mind.
Financial Consulting
As an advocate for financial wellness, the central question we explore through our work is, “How can we help you be financially healthy?” In other words, we want to find great ideas and explain them in a way that is easy to use and apply to your business, organization, and/or personal finances.
Packed with financial improvement strategies and resources, Ryan and his team will teach you how to make the small changes that will transform your financial health:
Take the guess work out of managing finances
Get the tools and strategies you need to take action
Learn a financial framework that works for everyone
Most of the concepts and strategies that we write up aren’t our own. They are ideas that we’ve discovered and built upon after many hours of reading and research. We look for insights from many sources but focus mostly on cash-flow management and personal finances.
We consider it our job to find the best strategies and explain them in a way that is actionable and easy to understand. We don’t claim to have all the answers and we still have a lot to learn, but we’re happy to share what we’ve discovered. Our work isn’t the only way to think about financial wellness, but we’ve provided some great resources to help you on your journey.
Financial Analysis Reports for Better Results
We’re able to benchmark with the largest database of real-time, private-company financial data. We aggregate financials from various institutions through a cooperative data model.
This suite of reports allows us to choose the automated financial analysis report that's most effective to review your historical performance while forecasting expected trends and financial health.
Narrative Financial & Projected Analysis
Narrative Financial Analysis
We use the narrative report with you to provide a deeper understanding of your financial health. The narrative report turns financial statements into a plain language narrative text that we use to help you make better business decisions.
Analyze For-Profit Companies and Nonprofit Organizations
Provide consistent and logical expected values
Most robust report, including a comprehensive analysis of text, graphs, ratios, trends, and industry comparisons
Projected Analysis
We use the projection solution to quickly perform "what-if" scenarios and show you how certain changes in your business impact your financial condition. The report can also provide an informal valuation to strengthen performance.
Easy-to-understand language with historical and peer comparisons
Graphics showing strengths and weaknesses
Visualize a business' financial performance over time, showing strengths and weaknesses