Service Description

Initial Financial Consultation (60-90 min): $149 - $299 Gain financial clarity and improve audit readiness with a customized consultation designed to strengthen your financial reporting, performance metrics, and compliance preparedness. Core Service Offerings Pre-Audit Review & Compliance Readiness Deliverables: Ensure your organization is audit-ready with a high-level compliance assessment, including: - Identification of potential discrepancies before an external audit - Compliance review & risk assessment for federal, state, and private funding - Recommendations for corrective actions to enhance audit success Performance Metrics & Reporting Development Deliverables: Identify and create key financial and operational metrics to drive better decision-making, including: - Basic financial performance indicators (e.g., revenue trends, profit margins, budget variances) - Operational efficiency metrics (e.g., cost per unit, productivity rates, cycle times) - Cash flow tracking and financial risk assessment Custom Dashboards & Reporting Tools Deliverables: Develop interactive dashboards and automated financial reporting tools, including: - User-friendly financial dashboards for real-time tracking - Automated data visualization tools to enhance clarity - Custom-built reports in Excel, Google Sheets, or integrated software tailored to your needs Schedule your consultation today to strengthen your financial strategy and reporting!