Financial Advisory
Your numbers, explained so you can decide.
Benefits
✓Clear KPIs for your business
✓Data-driven decisions
✓Early liquidity alerts
✓Strategic support
What's included
•KPI analysis
•Cash flow
•Budgets
•Follow-up meetings
•Written recommendations
Process
Step 1
Financial diagnosis
Step 2
KPI definition
Step 3
Monthly analysis
Step 4
Results meeting
Step 5
Action plan
Frequently asked questions
How often are the meetings?
Monthly in the Pro plan and biweekly in Enterprise.
Do I need to keep my accounting with you?
It's ideal, but we also advise using information from your current accountant.
Do you deliver reports?
Yes, a clear executive report after each analysis.
Need financial advisory? Let's talk.