It is year-end, it's time to perform a quick company financial health check before the end of the year and before chatting with your CPA. This will ensure you know about your company's financial situation before filing your taxes. We will provide a quick analysis of your financials so you are prepared.
We at sFoundation Inc. are a team of consulting and fractional CFOs. Our former life was working as a full-time Chief Financial Officer, helping small businesses like yours manage their finance and accounting departments. Now, you can enjoy the convenience of our services without the need to pay a full-time financial manager, all at a fraction of the cost.
Step-by-step Process for A Financial Review:
1 Generate monthly Profit & Loss statements for the current year
2 Generate monthly Balance Sheets for the current year
3 Generate current year Profit & Loss ratios
4 Review the current year's financial statements
5 Provide analysis and recommendations
This structured approach ensures thorough analysis and clear communication throughout the financial review process.