Financial Planning and Analysis

Tools to Build a Better Future

Once your basic accounting needs are covered, the next step is to easily access enhanced high-level information that enables you to make proactive business decisions. The services offered in this area include:

Cash Flow Projections
Dashboard Creation and Monitoring
Key Performance Indicators with Management Insights and Recommendations
Financial Forecasts Evaluating Your Current Activities
Industry Benchmarking
Meetings to Evaluate Goals and Performances
Development of Goals and Business Financial Strategies

…helped us build long-term financial literacy.

“The business strategy at our bakery has traditionally been driven by spotty data and gut intuition. While this strategy has sometimes been successful in the short term, the MichaelSilver team has helped us form a sense of long-term financial literacy.

This has meant establishing accurate and usable data that we review quarterly to keep us on track. These meetings have been invaluable in keeping our milestones ahead of us with actionable tasks to get there. The direction provided to us considers more than just the numbers because they understand our values and the areas that are not open to compromise. Our representative feels like a friend and coach who also just happens to know the numbers. We fully trust MichaelSilver with our business and are excited that they are helping us point our business in the right direction.

Our MichaelSilver representative is a joy to work with, a wonderful human being, and a very capable professional that we recommend highly.”

Owners

Bakery