Knowledge Base - Financial Tools

Financial Report Card

Knowing the financial health of your business is essential for strategic and smart decision making. We’ve put together a financial report card to help you gauge your business’s long-term strength and outlook.

read more

Credible Financial Statements- Pt 1

When bottom line results don’t make sense from one period to the next, it is often a signal the company is not paying attention to simple accounting rules: Part 1: Cash vs. Accrual, Revenue Recognition

read more

Credible Financial Statements- Pt 2

When bottom line results don’t make sense from one period to the next, it is often a signal the company is not paying attention to simple accounting rules: Part 2: Matching revenues and Expenses, Miscellaneous Considerations

read more

Interactive Financial Model

When a business is forced to deal with rapidly changing conditions or an uncertain future, an “Interactive Financial Model” is an invaluable tool.

read more

Ratio Analysis

Business ratios can be good tools to gauge the financial health of your company. They also can be misleading or meaningless figures if used without the proper context.

read more

Key Performance Indicators

As a company grows and the owner gets busier or as business conditions change, it’s important to formalize Key Performance Indicators.

read more

Percent Complete

One of the basic tenets of accounting is the proper matching of Revenue and Expense. This study will focus on the Percentage of Completion method.

read more