Stop letting your business manage you and start managing your business!
There is a wealth of business management information hiding in your financial results.
Many business people use their financial statements for tax filings only while ignoring the stories that the financial statements say about past performance (good or bad), trends, business management results and areas for improvement among other things.
Connect Live can analyze your business results to identify, highlight and recommend areas for improvement as well as recognizing the strengths in your business.
Using ratio, trend and comparative analysis Connect Live will prepare a report analyzing your financial results including comparison to industry and market trends and then providing recommendations on ways to strengthen your operational and financial results.
Our 30 years of accounting/operational experience allows us to provide insights that will allow you to target areas for improvement and also to highlight what you are doing well and should continue doing.
Our fee includes the following:
- Utilizing your financial data and the information from a questionnaire customized for your business we will prepare a report specific to your interests.
- Multi year financial analysis of key ratios and trends of your business
- Comparison to industry benchmarks to see how you stack up to your competitors
- Insight and highlighting of areas of concern and for improvement
- Recommendations on ways to improve your business results through operational, management and financial changes
- Monitoring metrics to allow you to track your results in implementing changes to make your business more successful.
- A consultation with our CPA’s to review/explain the results
- Upon receipt of your order we will implement the analysis process by setting up a secure portal for you to upload the required financial information from your business records.
- As our analysis progresses we will ask questions of clarification or information gathering that will provide us with a better understanding of your situation and results.
- Connect Live will prepare a draft report for your approval including the contents of the analysis and proposed areas and methods for improvement
- Upon final approval of the document Connect Live will issue the final report including appendices.
Get started today by ordering our Business Health Checkup package!