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Our Services

Financial Health Check

A deep dive into your business’s financial reality Best for: New clients, stalled growth, or uncertainty around profitability Includes:

⦿ Review of P&L, Balance Sheet, and Cash Flow

⦿ Margin & cost structure analysis

⦿ Cash flow risk assessment

⦿ Key KPI identification

⦿ Written 90‑day action plan

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Arab man business expert is speaking about sales value using digital screen in office talk

Planning & Reporting Setup

Turn historical numbers into a forward‑looking plans Best for: Businesses planning growth, hiring, or expansion Includes:

⦿ Annual operating budget

⦿ 12‑month rolling forecast

⦿ Revenue and expense drivers

⦿ Scenario modeling (base / upside / downside)

⦿ Simple financial dashboard

Finance Retainer Services

We can work together on a plan for monthly deliverables unique to your business

⦿ Monthly financial review

⦿ Pricing and margin analysis

⦿ Cost optimization initiatives

⦿ KPI tracking

⦿ Budget vs. actual analysis

⦿ Cash flow monitoring

⦿ On demand finance support

Data Analysis Charts

Customized Strategic Financial Services

Do you need business or financial strategy assistance specific to something that you don’t see listed? Reach out, we can help. We have expertise in most areas of finance and we are confident we can meet your needs.

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