dearin-and-associates-logo-image

Financial Finetune

Take control of your company’s profitability and cash flow

Our Financial Finetune Report gives you deep insights into your company’s financial performance and shows you how to dramatically improve profitability and cash flow.

Each month you receive:

  • Analysis of company’s financial statements in a dashboard format
  • 1:1 walkthrough of your dashboard report
  • Guidance on immediate steps that you can take to improve your company’s profitability and cash flow
  • ‘What if’ scenarios which show how much your company’s financial position would improve, if you took certain actions

Upload Your Data

If this is your first report, please provide us with the following information:

  • Monthly P&L for FY 2020/21 (preferably in a single excel sheet with monthly information in columns) and
  • Monthly P&L with data from Q1 2021/22.
  • Monthly Balance Sheet from FY 2020/21.
  • Monthly Balance Sheet for Q1 2021/22.
  • Number of Full Time Employees employed during the above periods.
  • Units of Measurement for each of the above periods – Units of Measurement (UOM) is the quantitative representation of your periodic sales. Eg. for a doctor, the “UOM” is the number of patients attended to for a particular month.

For a production unit, “UOM” is the number of units produced during a particular period.

Once we’ve created your initial report and established a baseline for your financial tracking, please provide the following information each month:

  • Profit & Loss for last month
  • Balance Sheet for last month
cookie-policy-iconv

This website uses cookies to enhance your browsing experience. By continuing to use this website, you consent to the use of cookies in accordance with our Cookie Policy.

Accept