Financial Fitness Check ™
Your company’s financial health is very much like that of a healthy body. With proper diet and exercise and monitoring a body will flourish. With the proper data and processes and metrics, your company’s financial health can flourish as well.
At Clear Insight, we are obsessed with your financial health. A company with poor cash flow is sluggish and unable to react to opportunities for growth and acceleration. A company with a strong balance sheet is able to make strategic investments which make the company stronger and more vital. It is our obsession to make your company financially fit and ready to take on future, regardless of what the future brings.
As entrepreneurs ourselves, we understand that life happens and that the best strategy is to be ready for anything, opportunities or challenges, or sometimes both simultaneously. We are entrepreneurs helping entrepreneurs to create a healthy, adaptable financial foundation that will carry your company forward.
Our Goals
Total commitment to providing exceptional service to our clients.
Creating and implementing cost-effective “total-solutions” to meet each client’s unique business structures.
Transfer of knowledge to our clients.
Commitment to provide delivery of services on target.
Working with You
This process is one that is very collaborative, we work closely with your management team to understand your business and unique challenges.
First we have an in-depth discussion to find out what the pain points for the company are, what is the company culture, what are the unique market forces facing the company right now and in the future.
Then we complete our proprietary questionnaire to gauge areas of strength and others of concern, focusing on:
Cash Flow
Invoicing & Collections
Reviewing Sales pipelines and forecasts
Review Budgets and Business Plans
Validate provincial and federal tax filing compliance
HR policies/payroll
Review key contracts, bank and loan covenants, insurance documents
Level of automation
Other areas of risk
Our Financial Fitness Check will review key metrics which will provide a financial health score for your company. By benchmarking your metrics with industry standard metrics you will understand how you compare with others in your industry. Once the specific KPIs (key performance indicators) are reviewed, our summary of recommendations will give you a roadmap to better financial health.