Stage 3: Ascend Growth™
Financial Leadership, Performance, & Insight
- Focus:
- Level up from day-to-day financial supervision to proactive financial leadership.
- Best Fit For:
- Growing businesses ready for deeper insight and data-driven decision-making.
- Purpose:
- Transform your financial data into meaningful insight. We analyze performance trends, margins, and cash flow to reveal what’s working, where to adjust, and how to strengthen results. You gain clarity, control, and the confidence to make informed decisions that drive growth and profitability.
- Outcome:
- You gain proactive financial leadership: turning reports into insight, cash flow into confidence, and data into direction for growth.
- Timeframe:
- Begins when your business settles into a regular operational flow and focus turns to growth and planning.
Deliverables – Clear visibility into where your business stands and what’s next:
- Monthly meetings to discuss performance, progress milestones, and objectives.
- KPI dashboard and monthly performance analysis.
- Financial and operational analysis (e.g., trends, margins, and key ratios).
- Rolling cash flow projection.
- Budget planning and alignment review.
- Profitability, pricing, and break-even analysis.
- Estimated tax calculations.
- Review and refine accounting systems to support scaling operations.
- Direct email and phone access between meetings for questions, updates, or guidance.
