Financial analysis
Find out what’s really driving your profit.
Go beyond “did we make money?” to understand why — which services, customers and costs move the needle, and where you’re leaving money on the table.
We don’t prepare taxes — we hand your CPA clean, tax-ready books.
Is this you?
Analysis turns your books into decisions. It’s especially valuable before a big change.
- Sales are up but profit isn’t
- You’re not sure which services or customers are most profitable
- You’re weighing a price increase, new hire or expansion
- Costs have crept up and you can’t pinpoint where
What’s included
Answers to the questions that matter
Margin analysis
Gross and net margins by service, product, job or customer.
Trend review
How revenue, costs and profit are moving over time — and why.
Cost review
Where your money goes, and which expenses have grown fastest.
Cash flow analysis
Why profit and cash don’t match, and how to close the gap.
Break-even analysis
How much you need to sell to cover costs, and what changes it.
Decision modeling
“What if” scenarios for pricing, hiring and growth plans.
How it works
1
Free consult
A 30-minute call to understand your business, your books and what you need.
2
Clear proposal
A simple written scope and price — no surprise fees.
3
Ongoing support
Your books stay current and you get reports you can actually use.
Common questions
Is this a one-time project or ongoing?
Either. Many clients start with a one-time analysis, and some continue with ongoing analysis as part of part-time CFO support.
What do you need from me?
Access to your accounting software and a conversation about what you want to learn. Clean books make analysis faster and more reliable.
What will I get at the end?
A short, readable summary of findings and recommendations — not a 50-page binder.
Free consultation
Make your next decision with real numbers.
Tell me what you’re trying to figure out and I’ll get back to you within one business day.