25 Crescent Street, Stamford, CT 06906

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We know the way.

Core Monthly Financial Reports For Business Owners

We work closely with our clients and their financial advisors (accountant, bookkeeper) to review the business’ finances monthly. Using a combination of years of knowledge, and graphs, we look at the finances today and the projections for next year, and the years to come. We use these projections to develop strategies to plan for:

Building cash reserves so the business is always prepared
Tracking revenue needed in order to hit profitability goals
Planning for big purchases
Building a company that is financially sound
Debt to Equity, and Current Assets to Current Liabilities
Raising the value of your company so when you’re ready to exit, you have options

Every Business Owner’s Dream Could Be Your Reality

A business is like a complex puzzle. Getting the most out of every part, keeping on track, building a strong future – that’s the real test for any owner.

Less ups and downs

More ups

More money

In your pocket, in the bank

Better control

More predictable

Reserves to invest

Building structure that works

A sale-able asset

A secure retirement

If you want more from your business, we should talk.

We have helped our clients build tools to succeed.

Financial Blueprint

A practical, working model for getting what you want

Plans That Deliver

Positive cash flow, revenue growth, higher profit margins

Set of Financial Rules

Use them to make, and keep, your business safe