Phase II: Financial Analysis

Phase II is the technical part of creating a plan to help you achieve your business goals. This is where we paint a picture of your expenses so that we can help you figure out the best strategy to ensure that your business has financial success. If the word ‘expenses’ just sent a chill down your spine, don’t worry, we’ve definitely got your back here.

It starts with a simple survey or phone call. We ask you some easy questions that will help us get a full financial picture, and boom! We do all the calculations for you and send you a report of different pathways you can take to achieve your target goal.

Your Financial Analysis report will include a summary of your expenses broken down into daily and monthly figures, and an analysis on the revenue-generating practices that you will need to cover those expenses. We adjust your financial plan to work with your goals in your industry, so that you have more time to focus on what you do best.