above and beyond

This is a common phrase that we prove is uncommon. As a business owner of a growing enterprise, you seek advisors who don’t just sell you the next plan or product, but who white-board with you to uncover your remarkable and unique path to success.

Business Measurement

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Michael White 
Managing Partner

Many business owners review their financial statements and can’t understand why their businesses are performing below their expectations. They work incredibly hard and infuse large amounts of capital into developing and marketing their particular products or services, but they often lack the necessary business analysis skills to determine why their time and financial investments aren’t reflected in the bottom line. We provide a dynamic set of business measurement services that remove the guesswork from connecting your company’s financial performance with the key performance indicators that actually drive it to success. 

We use a variety of custom measurement and assessment tools you won’t find at traditional CPA firms – business analytics, key performance indicator tracking, online business dashboards, tailored budget preparation, business scorecards and pro forma statement preparation – and when used together they help solve the mystery surrounding your company’s performance. We excel at removing emotion and gut feelings from the equation and compiling meaningful data in an easy to understand format that will give you true clarity about your company’s operational efficiency. 

We know these business measurement tools are tremendously effective, because we use them in every aspect of our own business. We’re constantly searching for new ways to customize your reports and scorecards, include new technologies in the measurement process and completely remove hasty emotional decision making from your operations. When combined with our business advisory services, we’re capable of using the unique data we uncover with these tools to develop the long-term strategies that will elevate your business to the next level.

Particular Strengths

  • Business Analytics / Scorecards / Dashboards – We develop scorecards and dashboards for our clients to facilitate their understanding of the reasons why their businesses are performing at particular levels. We frequently use our “one-page scorecard,” which includes an analysis of key performance indicators (KPIs) and a snapshot of all relevant financial information. We are also developing a new dashboard solution that will enable clients to manipulate their financial data into a goal-seeking format looking toward the future. 
  • Financial Reporting Reformatting – We condense financial data into an easily understandable format to ensure the information facilitates better decision making by our clients’ owners.
  • Budget Design and Preparation – We build customized budgets for every industry to enable clients to see how performance levels and underlying drivers aren’t matching. We start with benchmark data for the particular industry and then work through each part of the business to ensure the budget is as accurate as possible. Our budgets aren’t just hopeful projections – they’re tools used to help business owners know what to expect down the road and accurately gauge their performance at many different levels.