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Financial Statement Analysis And Reporting

Unlock the power of your financial data.

Financial Statement Analysis And Reporting Icon - Notion CFO & Advisors

Business owners often find themselves drowning in financial data and struggling to make sense of it. The challenge of effectively analyzing and understanding financial statements can lead to missed opportunities, undiscovered ideas, and inaccurate decision-making in a business. With the right approach and tools, businesses can quickly identify trends, make informed decisions, and measure the success of their financial strategies and overall business performance.

An Accountant Conducting A Financial Statement Analysis For A Business Client

Understand what your numbers are saying.

Financial data can feel like a foreign language to some business owners. We’re here to help you speak fluent numbers! Our financial statement analysis and reporting specialists go beyond boring spreadsheets and provide an easy-to-digest visual representation of your financial statements.

With us, you’ll get a deeper understanding of your business’s performance, identify areas for growth, and make smarter business decisions. We’ll work with you to tailor our reporting to your specific needs, whether it’s a breakdown of profitability by division or a quick-read summary of key performance metrics. And if you’re a business with multiple entities, we’ve got you covered with consolidated financials.

Our experts are here to ensure you’re not just staring at numbers but understanding what they’re saying.

Our Approach

Reveal the big ideas in your numbers.

We offer comprehensive financial statement analysis and reporting services to help unlock the power of your financial data and reveal the “aha” moments hidden in your numbers.

Our financial statement analysis and reporting service includes basic financial statements such as balance sheets, income statements, and sometimes EBITDA and/or cash flow statements that help you clearly understand your financial performance. We also provide key performance metrics tailored to your business and specific needs. These metrics are designed to be a quick-read visual summary of your performance. They include growth metrics, annual recurring revenue (ARR), current gross margins, comparisons to prior periods, a breakdown of profitability and margins, a profitability summary, a rolling tax projection summary, historical data, and cash flow metrics.

A specialist advisor and business owner going through financial statements.
Notion are efficient with their time and ours, extremely knowledgeable and always a pleasure to work with.
Patty Garney & Julie Andrews

Let’s partner up and bring your ideas to life.

Get in touch & bring your growth ideas to life.

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