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Financial Planning & Analysis Services

Budget & Forecasting

Reaching your targets takes preparation and continuous decision-making based on current performance.
JCSN’s expert financial analysts are seasoned to upkeep the right guardrails and constantly monitor opportunities to improve your numbers.
Complement your strategic knowledge with our expertise to demonstrate control during these uncertain times.

Budget Creation

  • Create company financial goals to guide your business each month.
  • Launch checks and balances to safeguard tracking concerning milestones and goals.

Forecasting

  • Outline what your business will achieve with granular goals and assumptions.
  • Layer complexity into your forecasts to help determine strategic priorities and growth.

Budget Variance Analysis

  • Report on performance vs. expectations including high-level goals and granular details to create accountability at all levels.
  • Associate against historic performance to inform business decisions and improve models and forecasts.

Monthly Updates & Outlook

  • Report outcomes to key stakeholders for decision-making.
  • Update models and dashboards based on monthly trends.
  • Avoid overweighting to months-old expectations by staying on top of current performance.

Annual Planning

  • Align on strategic goals and the plans to achieve them.
  • Prioritize key initiatives and allocate resources and capital for the year.

13-Week Cash Flow Forecast

  • Focus the near-term cash well-being, mainly if restructuring or in need of a turnaround.
  • Transition from monthly to weekly forecasts with additional scenario analysis to direct your immediate business needs.

Establish Control and Position On Your Business for Persistent Growth

Prevent a common problem many businesses face: frequently looking backward. Plan ahead for change as your business needs will unceasingly advance throughout the year.

JCSN’s experts will help identify the factual path forward and monitor ongoing progress through:

  • Yearly plans and budgets
  • Monthly variance analysis & updates
  • Investment decision and ROI analysis

Don’t burden your team with analytic processes. Instead, let your performance inform the next steps while you rely on the analytical expertise of freelance financial analysts.

Pricing Packages

We ensure reliable financial report forecasting for your business

4 Reasons Why You Should Get
JCSN's Bookkeeping Services

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You can concentrate on growing your business.

As a business owner your time is valuable. Writing checks, tracking loans, monitoring the cash flow, and computing payroll are time-consuming. Getting the help of a professional bookkeeper will be convenient for you. You can have more time running your business operations and marketing while we maintain the financial components of your business. Then you can now focus on what you do best- management and marketing. And while you’re at it, you can depend on us to handle all the financial reports for you.

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You will understand your numbers.

Knowing your numbers allows you to see your business’s potential. Once you know where you’re spending the most and what brings you the most profit, it’s easier to create resources for your business. But if you don’t have a bookkeeper to keep tabs on these figures, you could be spending more on something that doesn’t give you much return on investment. And that can limit your business from growing. Getting a small business bookkeeping service like ours will provide you with a clearer and broader insight into your expenses and profits. These financial reports can benefit you establish a better estimate and designate your funds to the right things.

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You make wise business decisions.

Understanding the status of your finances could significantly affect your business operations. Sometimes business owners tend to decide without carefully checking the budget. With the support of our in-house bookkeepers, you can understand more about the status of your finances through our cash flow, balance sheet, and profit and loss statement. You can now make wiser decisions and put your business in the right track.

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You can prevent penalties and erroneous financial information.

As a small business owner, you certainly wouldn’t want your hard-earned income to be used in paying penalties. You don’t have to worry about calculating these taxes on time when you get our bookkeeping services. Bookkeeping turns around numbers. And if you have numerous business tasks in your hands, it could be easy to overlook a document or make a mistake in your financial records. Proper financial management tasks such as tax preparations and payments should be settled accordingly to avoid any penalties.

Schedule a Free Bookkeeping Consultation