Financial Planning and Analysis – Rea CPA

Financial Planning and Analysis

What you do with your financial information is the most important step in the accounting process. Our professional accounting staff can help you probe deeper into your financial information to help you determine if your business is meeting your expectations and hitting its revenue goals. Questions raised can include how do the figures compare to the same quarter last year? Year to year? How does your business compare with others in the industry?

Ohio Financial Analysis Services

Our team has a number of tools that can help with your business financial analysis. These include:

  • Ratio analysis – analysis that enables the business owner/manager to spot trends in a business by looking at solvency, liquidity and financial strength of the business.
  • ProfitCents – a report analyzing two to three years of your business's financial statements that provides a customized report.
  • Industry Research – a research tool that provides background on the important issues facing specific industries, and the ability to provide benchmarks that can compare your business to others in your industry.
  • Year-end check-up – a review of tax advantages for personal or company income that may be beneficial in a given year. This review might include, for example, making capital improvements, investing in equipment, paying additional retirement plan funds or reviewing the current structure and funding of a profit sharing program.

Contact us for more information regarding our business financial analysis services.