Financial Analysis and Cash Flow Budget Service


Price: $695.00


Say that you like budgeting as much as going to the dentist? Perhaps you’re not sure of where to begin or maybe you’re not sure what it all means? If you’d like to get your arms around cash issues in your business the easy way, then here’s your opportunity to participate in our Financial Analysis and Cash Flow Budget Service.

Register for the service by clicking on “Add to Cart” above and we will call you to make your gathering of financial data easy. Financial statements are preferrable but we can work from income tax returns, if necessary. We will also be able to answer any questions you may have and/or walk you through the process.

When we have your information, we spread it into an analysis format and prepare an initial cash-flow budget (meaning you can see whether your cash will be going up or down). We also will be in contact with you during this process if there are questions on our end.

Once we have finished, we will schedule an Internet meeting where we welcome and encourage significant others in the business to attend such as spouses, sons/daughters and/or other owners. This meeting is not, however, for those who are not owners or soon-to-be owners of the business.

This is a working meeting. We tell you what we see, make our suggestions and then help you with decisions that may arise from the budget process. Afterwards, we provide you with the spreadsheets we have used as well as pertinent print-outs.

The outcome of this process is that you will know where you are and where you are going financially within the next year.

Total time to complete: typically ten days or less. Can be finished in as little as two days subject to information being available and our schedule.

Again, you do not need complete financials to participate in this program although better data is obviously better.  

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