Advanced Data-Driven Strategy
Who is this for?
The Advanced Data-Driven Strategy tier is tailored for established businesses and enterprises with high transaction volumes and complex financial needs. This tier offers extensive analytics, advanced financial forecasting, and strategic insights, providing an indispensable tool for companies looking to harness data to drive growth.
What's included?
Unlimited Transactions/Month
For businesses with a high volume of financial activity, such as large-scale retailers, agencies, or enterprises, this tier handles unlimited transactions, ensuring you capture every financial detail without constraints.
Monthly and Quarterly Financial Reports
Receive comprehensive monthly and quarterly reports (Profit & Loss, Balance Sheet, Cash Flow Statements) that offer deep insights into both current performance and longer-term trends. These reports are essential for strategic planning and forecasting.
Custom Data Visualization Dashboards (Excel & Tableau)
Tailored dashboards provide dynamic visual insights into your business’s KPIs, helping you track performance, analyze trends, and make data-driven decisions. Custom visualizations offer clarity, enabling proactive responses to financial changes.
Email & Phone Support
Access direct support to address your financial inquiries or receive guidance on navigating complex scenarios.
Detailed Expense Tracking and Categorization
Gain an in-depth view of expenses with advanced tracking and categorization, empowering you to optimize costs and enhance profitability by identifying areas for savings.
Cash Flow Forecasting and Management
Stay ahead with robust cash flow forecasting and management, designed to help you navigate fluctuations and ensure consistent liquidity. This feature supports strategic planning and operational stability.
Quarterly Business Performance Analysis with KPIs
Our quarterly analysis provides a thorough review of your financial performance, offering detailed insights into KPIs that directly impact growth. These reports ensure alignment with your strategic goals.
Financial Modeling and Forecasting
Advanced financial modeling prepares you for diverse scenarios, supporting decision-making for investments, acquisitions, or scaling. Forecasting insights offer a clear roadmap for your financial future.
Weekly Consultation for Financial Performance Reviews
Weekly consultations provide an intensive, hands-on review of your financial performance, allowing for rapid adjustments, proactive decision-making, and real-time strategy alignment. This option is ideal for fast-moving businesses that require close oversight and frequent guidance.
Assistance with Tax Preparation Documents
We provide comprehensive support for tax document preparation, helping you remain compliant and efficient as you navigate tax season.
Real-Time Customizable Financial Dashboards
Access real-time financial data at your fingertips with customizable dashboards. These dashboards update instantly, enabling you to make agile, informed decisions based on the latest financial data.