PHOENIX FINANCIAL MANAGEMENT SUPPORT
Why does my Profit & Loss statement not match my bank account?
Can I afford to hire another employee?
Are we making as much money as our competitors?
These questions and more can be answered through KPI’s Phoenix Financial Management Support services. KPI helps small businesses in Phoenix & across the U.S. strategize ways to boost profits and financially compete in the marketplace.
After Bookkeeping has been set-up, KPI can support your business with:
Monthly analyses of your income, cash flow, and balance sheet to ensure accuracy
Analyses to catch overspending, funds mismanagement, and cash bleeds
Benchmarking Reports to see how your business compares to others in your industry
Success Roadmaps & Budgeting that prepare your business for the future
Forecasting Reports that analyze industry and business trends to help you strategize your next move
Monthly Video Consultations where I explain what these numbers mean for your business
The Benefits of KPI’s Phoenix Financial Management Support
KPI’s Process for Financial Management Support
Consultation
Consultation: Let’s talk – tell me what you and your business need so I can map a strategy
Customized Plan
I review your financial records & the climate of your industry and prepare a financial management support plan and a proposal
Monthly Breakdown
Every month you get sent a set of financial reports, then we’ll get on the phone and discuss what they mean for your business
Ongoing Strategy
In addition to the financials, we’ll discuss what actions you need to take to accomplish your business goals
Increased Profit
You’ll understand the real-world business implications of your numbers, and make practical plans to improve your bottom line