The way money is made
(Income Statement Management)
With the way wealth is created
(Balance sheet rigor)
As measured by 5 focus areas
Present the finding within the one page scorecard
To what the client has to say
With the automated one click intelligent report
The Positive Past
Let your client see where they have done well. Encourage them to do more of it!
The Possibility-Filled Present. Identify specific, key opportunities to improve their financial position both from a profitability and cash viewpoint.
Finally, the Future
Take your client on a journey into their future by showing how current strategic thinking will impact their future financial performance.
The great part is that the review can be done at any time.
All you need is 2 consecutive periods and the most recent year to date income statement and balance sheet. Most practitioners perform the review on a rhythm basis appropriate to the client needs, ranging from monthly to quarterly to annually.
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