The following key activities are delivered with this partnership:

• Current state review of all pricing, utilization rates, income and profitability.

• A dashboard to manage pipeline and track performance.

• Revenue & profitability performance by client, project type, or other variables.

• Forecasting model creation to provide base, best and worse case scenarios for your business.

• Capacity assessment & recommendations for optimizing team productivity.

This full-service deep dive into the firm’s financials will provide highly customized recommendations to ensure ongoing financial stability. Recommended for firm owners with limited accounting support or who simply need to improve their knowledge of what their accounting team is providing.

The following key activities are delivered with this snapshot:

• Profitability Analysis

• Cost Evaluation & recommendations for optimizing project costs while maintaining quality.

• Operating Expenses Assessment & identification of cost-saving opportunities.

• Risk Analysis & recommendations for risk mitigation strategies.

• Financial Performance Report - an outline of the findings & insights of the analysis.

• Actionable Recommendations for improving profitability & mitigating risks.

Recommended for firm owners with an accounting team but who need more understanding of or just another pair of eyes on the numbers.