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Financial Analysis & Reporting

Financial projections, financial modeling, what-if scenarios, and more.

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Cash-Flow Forecasting

There is no greater fear in small business ownership than not knowing the future when is comes to cash. Cash is King for a reason.

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Financial & Operational Dashboards

Information at a glance is the benefit of management dashboards.

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Since 1993

We are here to help you grow

We work with you and your management team to provide information that can help you grow your business. Many business owners and managers are very good at the operational aspects of their businesses, but struggle with the financial side of the coin.

As a former V.P. Finance for a $20 million business in Dallas, I learned that knowing, and being able to communicate, the financial condition of the business was crucial when opportunities for growth required the involvement of outside lenders.

And later, in my own manufacturing business, that experience was instrumental to securing funding for new product development and expansion.

Now I am working with small business owners and managers to help navigate the financial paths to grow their businesses and achieve their dreams.

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Next Steps...

Call or email now to schedule a free, no-obligation consultation to see if our services can fill a need in your small business.