INSIGHTS

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INSIGHT AND INFORMATION

 
 

ILLUMINATE

Information.  Insights.  Action.

Constant change is a reality, which makes your ability to adapt a key to opening future success.

Make informed, fact based decisions so you meet your ever-changing challenges and priorities to stay relevant and drive your growth.    Insights provided through management reports and business dashboards can close the knowledge gap.

  • We’ll assist with forecasting so you can understand where your business is going, not just where it has been.

  • We'll work with you to set meaningful reports and tools that consolidate and display important financial and non-financial metrics and key performance indicators (KPIs) for your business.

  • We'll create a Dashboard tailored for your business. At a glance, you will have a visual array of important business insights to help manage your business and make fact-based decisions, set performance goals and proactively identify opportunities and highlight problems.

  • Then we’ll structure regular business reviews to share insights that will shape your business

Full List of services

Essentials services, plus:

1.Forecasting

  • P&L

  • Balance Sheet

2. Management Reporting

  • At a glance Business Dashboard - a visual tool that consolidates and displays important financial and non-financial metrics and key performance indicators (KPIs) for your business.

  • P&L Performance analysis (KPIs and ratios)

  • Monthly P&L vs budget (and prior year)

  • Balance sheet, reconciliation reports and analysis

3. Structured business review meetings