Business Advisory Service

Proactive Business Advisory Services Roadmap

FINANCIAL STATEMENT LEVEL KNOWLEDGE

  • Dashboard and Financial Analysis – Find correlations, trends, outliers (anomalies), patterns, and business conditions in data.
  • Financial Benchmarking/ KPI’s – Help companies monitor financial performance and measure their progress toward meeting specific financial goals and objectives.
  • Financial Coaching – Bridges the gap by providing a powerful, professional partnership designed to produce action.
  • P&L Budgeting – Income and expense information is set against the business operating plans for the budget period.
  • Performance Review Meetings – Asses the degree to which the agree-upon goals have been attained, and work together to overcome any difficulties encountered.
  • Obtaining Finance – Ways to raise money for your business, access to turn-around loans for small to medium sized businesses, a directory for bringing capital to your business project, funding request, a search engine for finding start-up capital, business financing alternatives and the Small Business Administration site to help small businesses with financing.
  • Valuation, Buying & Selling Businesses – This outlines some of these challenges, offers suggestions on how to address them.

FINANCIAL TRANSACTION LEVEL KNOWLEDGE

  • Advance Financial Analysis - Helping in reviewing a company's statements to gain an understanding of its financial health.
  • Product/ Customer Profitability Analysis - Helping in analyzing the profit the firm makes from serving a customer or customer group / product
  • 1 way Budgeting
  • Cash flow Management - Help in delaying outlays of cash as long as possible while encouraging anyone who owes you money to pay it as rapidly as possible.
  • Working Capital Improvement
  • Business Planning
  • Growth Planning.

OPERATIONS/ ACTIVITY LEVEL KNOWLEDGE

  • Production Analysis
  • Process Benchmarking & Improvement
  • Opportunity Leakage Analysis
  • Value Driver Analysis
  • Setting Operation KPI’s
  • Performance Management
  • Project/ Activity Planning

INDUSTRY SPECIFIC OPERATIONS EXPERTISE

  • Industry Benchmarks & KPI’s
  • Operations Improvement
  • Operations Modelling – Visually representing of how an organization delivers value to its customers or beneficiaries.
  • Activity Driven Forecasting
  • Strategic Planning
  • Scenario Modelling