Services

F&BI

SERVICES

• Financial Picture (Narrative Report)


• Financial X-ray (Projections & Forecasting)
  
  
• Financial Make-up (Audit & Review)

The questions can be answered with

Financial Picture

• Company’s look for possible investors or buyers, creditors and bankers
• “Aggressive” accounting policy and financial frauds detection
• Financial position and policy of the competitors and counterparts

Financial X-ray

• Current financial management policy
• Financial risks and stability
• Financial performance efficiency
• Steps to improve financial performance efficiency
• Steps to improve business activity

Financial Make-up

• Steps to keep company in financial “corset” to avoid “red flags”
• Steps to plan more precisely financial statements

 

 

 

 

SAGEWORKS

PRODUCT

The solution quickly converts sets of accounts into customisable reports explaining the company’s financial health relative to the past and to peers

Narrative

Narrative is an easy-to-understand yet comprehensive financial analysis of the business including narrative, graphs, ratios, trends, and industry comparisons. Use the report as a value-added complement to annual or management accounts or to set your firm apart when meeting prospective clients

Industry Data & Analysis

Accountancy practices can access industry reports from businesses of all sizes and organization types, as well as industry-specific key performance indicators

Projections

Projections quickly forecasts monthly, quarterly, or annual accounts using regression analysis of historical trends, and the solution allows the user to modify key assumptions and drivers. It also includes a loan analysis worksheet and company valuation

Analytical Procedures

Analytical Procedures is commonly used for pre-audit planning and risk assessment. It includes expected values calculations, variance analysis, an analytical procedures documentation worksheet, a risk assessment worksheet, and everything included in the Narrative report

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