Our Mission

To make businesses more profitable by providing Accurate bookkeeping services and assisting owners in interpreting key financial reports.

COMPREHENSIVE FINANCIAL ANALYSIS TOOLS

There are so many reports to review as a business owner, let us help you define what you need, create a custom report package and assist you every month making adjustments as you grow.

Financial analysis is a powerful tool that provides valuable insights into a company's financial situation, enabling strategic decision-making, improving performance, and ensuring long-term sustainability.

We can create custom financial reports for your business to help you reach your goals for success.

A breakeven chart shows when revenue matches costs, marking zero profit. It displays fixed and variable costs, revenue, and profit vertically, and goods or services horizontally. It helps firms find the sales needed to cover costs and turn a profit, guiding pricing and decisions for profitability.

Through financial analysis, organizations can pinpoint areas of strength that can be leveraged and areas of weakness that need improvement.

KPI (Key Performance Indicators) This report displays significant business performance indicators, evolving over time. Business owners use this report to identify patterns and effectively strategize to achieve set objectives.

Financial analysis helps in evaluating the profitability of the business by analyzing key financial ratios like gross margin, net profit margin, and return on investment.

A cash flow statement shows a company's cash movements, detailing sources, uses, and impacts on liquidity and solvency. It evaluates cash generation to meet obligations, aiding decisions and analysis.

Identifying financial risks through analysis allows companies to take proactive measures to mitigate potential threats to their financial stability.

A revenue analysis report shows how well a company makes money. It covers total revenue, revenue from different products, customer groups, places, and trends. Companies use this to find the best money-making areas, check sales and marketing success, find weak areas needing help, and make smart choices to boost revenue.

Management reporting is vital for overseeing and assessing how well a company is doing. It offers important information from analyzing data to help decision

A benchmark report compares a divisions, locations or projects in your company. It shows strengths, weaknesses, and areas to improve. By using key metrics, businesses can find best practices, set goals, and improve decision-making. These reports help measure competitiveness and drive ongoing improvement in a company's operations.

A Forecasting report predicts future outcomes using past data & trends for decision-making, budgeting, resources, & goals. Accurate forecasts aid in adapting to market changes, managing risks, & seizing opportunities, vital for growth.

Why is hiring a Fathom Advisor helpful?