As a recognised thought leader in cash flow consulting and financial management, Pearl Financial Services sees businesses everyday that perform well but are leaving business value on the table.
Most SME business leaders look to their Accountant to provide them with financial insights that will increase wealth, however few are willing to pay for such advise because the value return is often too hard to visualise. Now Accountants can use a tool which gives visibility to value added services that they can provide, enabling improved cross sell opportunities for the practice.
The Financial Overview Report This report is designed to attach to Accountant prepared financial reports (annual / quarterly / monthly) providing clients with a structured commentary on performance and some guidance on opportunities to improve financial management of the business.
The report provides the client with commentary on the following key aspects of performance:
The level of cash generated by the business
The levers available to business management to improve cash performance
The sustainability of growth given the current cash performance
Key elements of performance that might be concerning a bank, requiring detailed explanation
To find out more, click here to contact us and we will send you out some further detail and an example report....
