Understand your numbers
Walk through profit-and-loss reports, balance sheets, and cash-flow information. Discuss the difference between sales, profit, and money available in the bank.
For small-business ownersUnderstand your business.
Understand your business.
Decide what comes next.
Business performance reviews help you understand your numbers, identify spending concerns, and create practical plans for improvement—with regular conversations and clear next steps.
Business financial coaching
Turn financial reports into a useful conversation.
Get support understanding what your reports mean for your day-to-day business decisions.
Identify spending concerns
Review recurring expenses, unusual cost increases, and month-to-month changes. Discuss which costs support your goals and which deserve closer attention.
Plan for cash flow
Look ahead at expected income, outstanding invoices, upcoming bills, and seasonal changes to help you prepare for your business commitments.
Discuss profitability
Explore how direct costs, overhead, pricing assumptions, and sales volume affect your results. Identify questions worth investigating.
Create an improvement plan
Choose realistic priorities and agree on practical action steps, responsibilities, and timeframes that fit your business.
Follow up on progress
Use regular meetings to compare results with your plan, discuss changes, and adjust priorities as your business develops.
What a monthly review can includeA clear process.
A clear process.
A plan you can follow.
We agree on the scope and meeting schedule based on the size of your business, the information available, and the support you need.
- Prepare the information
Start with current, reliable financial reports and the questions you want to address.
- Discuss what changed
Review results, compare periods, and identify spending or cash-flow concerns.
- Set practical priorities
Summarize the agreed next steps in a written action plan.
- Revisit the plan
Review progress at the next meeting and adjust as needed.
Already have a bookkeeper?
Business financial coaching and performance reviews can be offered separately using reliable reports prepared by your existing bookkeeper. We can help you discuss the numbers and decide which questions need attention.
Need bookkeeping, too?
Combine performance reviews with monthly bookkeeping to keep records organized and support regular financial conversations.
See bookkeeping servicesBusiness performance reviews are management discussions for planning and decision-making. They are not audits or formal CPA financial-statement review engagements and provide no assurance on financial statements. Investment, legal, and tax matters can be referred to the appropriate professional.