You
may have a good bookkeeper and accountant that
provide you with timely financial statements, but
these statements need interpretation in order to
know the real situation of your business. Here is
where our expertise can help you extract the
relevant information from your numbers. For a flat
fee, we will take your information and create
reports as follows:
+ Financial Ratios with explanation of their
meaning.
+ Break Even Analysis
+ Chart Sales Vs Break Even trends with
explanations.
+ Cash Flow analysis.
Good
business practices include the establishment of
budgets for each department in your company. If
you have been thinking about establishing budgets
but don't have the time or resources to develop
it, we can help you. We can help you establish
budgets that will show you the way to achieving
bigger growth and profits.
Throughout
the years, we have developed different application
that interact with Peachtree®
or Quickbooks®,
these applications help obtain information to
better manage your operation. Examples of these
applications include:
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Inventory
Ordering Spreadsheet. This spreadsheet takes the
inventory levels in Peachtree and creates a report
that shows the quantities to order. It is based on
actual quantities sold, current inventory levels
and vendor lead times. |
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Collections
Planning. This spreadsheet takes an Accounts
Receivable aging report from Peachtree and shows
the expected collections by day of the month based
on the due date of each invoice. Use this
report to make sure your customers pay on time and
immediately follow up if they missed they
scheduled payment. Also use it to plan your daily
cash flow. |
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Cash
Flow Forecast Spreadsheet. With this spreadsheet
you can plan up to 9 weeks of cash flow. It shows
your expected inflows and expected outflows. You
can enter the actual inflows and outflows and see
how your future cash flow is impacted. This
spreadsheet is very useful when your company has a
tight cash flow and needs to keep a very tight
control. For a demo of this program click here. |
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Customer
Query Database. This is a stand alone database
program, it extracts sales information from
Peachtree. With this information you can see all
the sales history per customer per item. It brings
the information in a very useful way so you can
make sure customer pricing is consistent. |
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If
you are interested in any of these services or programs,
please contact us here
for product demos and
pricing.
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