Monthly Financial Analysis & Accountability

pbedard9
Jan 14
1 min read

Updated: Aug 7

Monthly Financial Analysis & Monitoring

Clarity. Control. Confidence in your numbers.

1. Executive Summary

We offer monthly financial analysis and reporting services designed to give business leaders clarity, control, and confidence in their numbers. Through structured reviews, dynamic dashboards, and ongoing advisory, we help uncover risks, unlock opportunities, and support better decision-making.

2. Scope of Services

A. Core Deliverables

Monthly financial statement review (P&L, Balance Sheet, Cash Flow)
Performance summary and financial health commentary
KPI dashboard (customized per client)
Key trend analysis (MoM, YoY)
Monthly 60-minute strategy and Q&A call

B. Optional Add-Ons

Weekly KPI snapshots
Forecasting and scenario modeling
Cash flow optimization plans
Board/investor-ready reporting
Multi-entity consolidation reporting

3. Tools & Technology

We leverage industry-standard tools such as Fathom, LivePlan, Excel, and Google Data Studio to deliver insights visually and accessibly.

4. Client Responsibilities

Provide timely access to accounting software and relevant financial documents
Schedule monthly review calls in advance

5. Investment Options

Package	Monthly Fee	Includes
Essentials	$995	Core deliverables only
Growth	$1,995	Core + cash flow forecasting + board-ready reports
Turnaround	$3,995	Full service: Core + weekly tracking, multi-scenario modeling, cash optimization, leadership support

6. Onboarding Timeline

Week 1: Kick-off, document access, KPI alignment
Week 2: Baseline financial review
Week 3: Dashboard setup & delivery
Week 4: First monthly review session

7. Why Us

With experience in corporate turnarounds and growth-phase scaling, we combine deep financial insight with actionable business strategy. Our reports don't just tell you what happened — they help you decide what to do next.

8. Next Steps

Choose your package
Sign proposal and onboarding agreement
Schedule initial kick-off call