BUSINESS ADVISORY SERVICES
Providing In-Depth Analysis & Recommendations
Financial statements are essential for every business. It is a given that you will need detailed, accurate financials, but these documents are not enough. They provide all the facts and figures for you, but don’t offer any insight into the “how” and “why” of your financial situation. For this reason, we have designed a customized set of business advisory services to do just that.
We offer our business expertise to explain exactly what your financials mean, and what actions you should or should not take based on the information reflected in your statements. We provide expert recommendations, options, and strategies to help business owners achieve their financial and operational goals. We bring together many years of industry, technology, and financial acumen, as well as an understanding of each client’s specific needs, to develop personalized recommendations.
Our advisory process
With each client, we follow a three-step process:
- Assess: We begin by gathering specifics about your business and finding out why you need financial advisory services.
- Build: We then work through your bookkeeping process, perform a monthly financial review, and analyze your cash flow. From this process we gather data gain insights and formulate action plans containing key performance indicators (KPIs).
- Plan: Finally, we build and review your budget, and carry out short- and long-term financial forecasting.
The Build and Plan phases are repeated each month, with new forecasts, budgets and cash flow reports being generated. During each meeting with you, we devise an action plan for the following month.
Our advisory services
The core of this service is our financial advisory functions as we act as your “virtual CFO”. In addition, we offer a number of key value-added services:
- Business process review and design
- Technology assessment and design
- Key employee strategies
- Succession planning
- Acquisition support
- Business planning
While PRESAGE operates as a virtual company supporting customers nationwide, we have primary locations in Northwestern Washington and Northeastern Florida, serving clients in Seattle, Tacoma, Bellevue, Redmond, Palm Coast, St. Augustine, Daytona Beach and Jacksonville.
PRESAGE offers a full range of accounting services. To find out more about our advisory services, complete our inquiry form and one of our qualified professionals will get back to you.