Financial Deep Dive Private Experience
You will receive:
Actionable Profit Improvement Strategies, that you can begin implementing immediately.
[2] Private Consult Sessions, with Focus on guiding you through your profit improvement strategies.
A Financial Dashboard, completed with the following data:
1. Money Clarity WorkSheet, with your Unique Profit First Allocations.
2. Sales Data Analysis Report, reporting current and target numbers.
3. Margin Analysis Report, reporting current and target numbers.
4. Inventory Analysis Report, reporting current and target numbers.
5. Financial Health Assessment Report, reporting current and target numbers.
6. Accounting Data File Accuracy Review, with a list of red flags or inaccuracies to fix.
BONUS:
Accounting Chart of Accounts Re-Organization or Setup, for future financial reporting.
Listing of Key Reports [with directions], for your continued analysis.
Integrated Technology Stack Suggestions, to help you improve on your reporting & analysis.
