Services

Know what is happening

Outcome: clear visibility into financial performance and the numbers that matter most to management.

• Management view of sales, margin, expenses and key financial indicators
• Monthly performance and variance review
• Clear financial reporting for management
• Focus on the numbers with the greatest business impact

Understand what drives profit

Outcome: identify what moves your margin and where management attention can have the greatest impact.

• Profitability by line, product or channel
• Identification of key profit drivers
• Variance analysis and alerts
• Analysis of pricing, discounts and margin drivers

Turn numbers into action

Outcome: practical recommendations that help management prioritize and act.

• Actionable recommendations
• Prioritization by business impact
• Simple what-if and scenario analysis
• Support for decisions involving pricing, products, inventory and capital allocation

Keep performance on track

Outcome: recurring management focus on priorities, actions and key metrics.

• Recurring management reviews
• Follow-up on agreed actions
• Weekly or bi-weekly management cadence
• Forward-looking financial review and forecasting

Accurate financial information

Your accountant or CPA maintains the accounting records and provides the financial information needed to understand the business.

Financial analysis and management insight

Finanzap turns that information into analysis, perspective and decision support for management.

• Trial balance or P&L
• Balance sheet and cash information when available
• Sales detail at a useful level for decisions
• Business outlook for the next 8–12 weeks

• We don't replace your accountant or CPA
• We don't provide bookkeeping, tax or accounting services
• We don't sell software
• No complex implementations

• Not bookkeeping
• Not tax preparation
• Not payroll or accounts payable/receivable operations

• Not daily cash management
• Not software implementation
• Not a one-time financial report