Business Financial Consulting
We offer solutions for efficient financial management and team training for better decision-making.
Efficient Financial Management
We implement financial controls and tools to optimize your business management.
Team Training
We train your team for effective and autonomous financial management in the business.
Process Structuring
We help structure financial processes that support the growth and sustainability of the company.
Project Stages
See next some of the Consunting stages
Obtain structured and reliable information about the company's financial performance.
Assist in making assertive decisions.
Schedule
Understanding the details of the company's operations, financial routine, existing reports, and controls, and determining the best way to structure reports and record management numbers.
Reconciliation of management reports with accounting reports.
Structure the Balance Sheet and assess the need for adjustments to be made by the accounting department.
Structure the Income Statement and the Direct and Indirect Cash Flow Statement.
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Stage 1
Calculate the ideal prices of products or services to ensure profitability, assist in decision-making, and avoid negative margins.
Schedule
In this stage, all necessary information will be requested to calculate the pricing of the products or services, analyze costs per product or service, Markup, and contribution margin.
Conduct a visit to understand the production process or provided services process and identify details that can be considered in the analyses.
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Stage 2
Have a clear vision of the company’s future and make more assertive decisions;
Set goals to be achieved, based on reliable figures
Create Key Performance Indicators (KPIs) that will be relevant to measure the company’s performance.
Schedule
Carry out the Financial Planning for next years.
Create controls for Budget vs Actual on a monthly basis.
Analyse Company's perfomance through KPIs.
Develop plans to achieve the goals calculated in the Financial Planning.
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Stage 3
Allow the managers to run their business with clarity and more confidence;
Have full control over all cash inflows and outflows;
Have precise control over the results of each area of the business;
Have clearer revenue and cost goals;
More security regarding processes and financial analyses;
Better decision-making, based on reliable figures;
Have a clear direction for the company;
Ensure that financial results are achieved.