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Thank you for requesting a copy of the P&L Analysis Format
3 Ways I Can Help You With Your Financial Reporting:
1. Customized P&L Analysis Offer
As an Analyst, you may choose to be the analyst for your business owner, or client. The P&L analysis format I have provided here is yours for the taking. Good luck and may you enjoy much success with this financial tool.
As a Business Owner, you may wish to use the services of The Analyst for only as long as needed. Your cost will be: $375
You will receive your customized P&L Analysis with your line items loaded with your YTD numbers and budget numbers together with variances and common size %’s; plus highlighted items that I believe warrant your attention (or reminder).
- For each succeeding YTD analysis that you request. This YTD P&L Analysis will be fully loaded with highlighted items for your attention (or reminder). The cost is: $150
- For any telephone conversation, or Zoom meeting, that you request, to discuss your situation and to get you focused on what needs to be done moving forward. The cost is: $100
You will provide financial statements from your accounting system each time that an analysis is performed.
If you are ready to discover a new way to look at your financial information, please click the button to the right to request a meeting with me.
2. The Balance Sheet & Cash Flow Analysis Offer
As an Analyst, for your business owner, or client, you should probably have a Balance Sheet and Cash Flow Analysis to present to your audience. I can provide the format for you to use which will compare the current balance sheet date with the previous year-end balance sheet (both of which you will provide by exporting these two balance sheets to Excel from the accounting system).
The analysis I provide you will answer the question: “Where’s the Cash?”
This is all on one page and will cost you: $150 each time you ask me to provide this analysis. You will probably only request this analysis one time when you see the simplicity of this financial tool.
As a Business Owner, the Balance Sheet and Cash Flow Analysis will be provided to you at no additional cost once you have purchased the P&L Analysis. Any telephone conversation, or Zoom meeting, has a cost for each incident. That cost is: $100
If you are ready to discover a new way to look at your financial information, please click the button to the right to request a meeting with me.
3. Cleaning Up Financial Reporting Offer
There will be instances where your financial reports reflect misplaced line items as a result of errors in coding and classification. The Analyst can correct this situation for you via telephone calls, or Zoom meetings, for a cost of: $100 for each call or meeting. You will provide the details to initiate these discussions.
If you are ready to discover a new way to look at your financial information, please click the button to the right to request a meeting with me.
Want Help With Your Financial Reporting?
Please complete the form below to schedule a meeting with me: