Financial Planning & Analysis

We use data from your business to guide you in developing short- and long-term strategies that exceed your goals. With Simple Startup’s support, you’ll gain a new perspective on your business so you can forecast and allocate resources appropriately. Our analysis and partnership give your leadership and management team the confidence to make the right decisions to increase market share, maximize profitability, and foster growth. Whether it’s negotiating loan terms, entering a new market, or finding the right funding sources, we help you make the right decisions for your business.

Sound financial management is key to ensuring the long-term and short-term success of any business. With our short-term (tactical) cash management services (rolling 90-120 days), you will gain clarity on the movement of cash in your business and be better prepared to spot trends, challenges, and opportunities. Combine this with our sales management services to stay on top of revenue performance mid-month and know when and how you need to improve sales team performance, hit targets, and drive revenue before your books are officially closed for the month.