Financial Knowledge is Power!
We’re here to provide you with the knowledge you need on how your client’s business is performing financially, and how its performance compares to their industry competitors.
Financial Knowledge is Power!
We’re here to provide you with the knowledge you need on how your client’s business is performing financially, and how its performance compares to their industry competitors.
Here are several of the reports we provide:
Industry Benchmark Report:
Use this in your Complimentary Coaching Sessions (CCS’s) with prospective clients to show them the financial ratios for their specific industry as identified by SIC or NAICS codes.
Industry Comparison Report:
Shows whether your client is in the top or bottom 20% of their industry and aids you in the financial analysis and strategic planning process.
Narrative Report:
Provides a health check up of your client’s business. Your client receives a score out of 100 in 5 key areas of business and gives you a list of financial levers you can pull to improve their profitability.
Revenue and Profit Budget:
This report is based on your client’s historical performance and the trends of their industry and helps you and your client complete the budgeting and strategic planning process.
Projection Narrative Report:
Get insight into what your client’s business could look like with YOUR coaching! Allows you to perform sensitivity analysis on various KPI’s in the business.
Contact us for more information!
Here are several of the reports we provide:
Industry Benchmark Report:
Use this in your Complimentary Coaching Sessions (CCS’s) with prospective clients to show them the financial ratios for their specific industry as identified by SIC or NAICS codes.
Industry Comparison Report:
Shows whether your client is in the top or bottom 20% of their industry and aids you in the financial analysis and strategic planning process.
Narrative Report:
Provides a health check up of your client’s business. Your client receives a score out of 100 in 5 key areas of business and gives you a list of financial levers you can pull to improve their profitability.
Revenue and Profit Budget:
This report is based on your client’s historical performance and the trends of their industry and helps you and your client complete the budgeting and strategic planning process.
Projection Narrative Report:
Get insight into what your client’s business could look like with YOUR coaching! Allows you to perform sensitivity analysis on various KPI’s in the business.
Contact us for more information!
For more information, contact Brittany Green
Email: [email protected] Call: (713) 823-2947
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