FINANCIAL ANALYSIS (SPREADSHEET & FINANCIAL MODEL) REVIEWS

Our financial analysis reviews assess the integrity, robustness, effectiveness and 'fit for purpose' of the analysis. We provide a technical ('whether it does things right') and strategic ('whether it does the right things') reviews. Each assignment is unique and often the review considers more than just the spreadsheet or financial model provided. Typical examples what is considered include:

- effectiveness and efficiency of spreadsheets and financials models
- achievement of its objectives
- structural efficiency
- flexibility and useability
- risk or errors
- other factors to consider

A detailed report is provided, including an independent assessment against our industry best practice benchmarks and advice for improvements.

We will advise and guide you in terms of the sufficiency, accuracy and efficiency of the analysis performed.

FINANCIAL ANALYSIS (SPREADSHEET & FINANCIAL MODEL) ENHANCEMENTS

We are able to assist you in transforming your 'data' into useful decision making information, regardless of which stage of the process you are at. The best decisions are made based on useful information, not a mass of data - we can assist you:

- present information in the most meaningful way
- improve the depth of analysis
- improve the professionalism of the analysis and presentation

"20% of the effort can make 80% of the difference" - let us help you with this crucial 20%!

FINANCIAL ANALYSIS (SPREADSHEET & FINANCIAL MODEL) COACHING

We understand that not everyone is skilled in performing financial anlaysis and forecasting.  However insufficient or poor quality analysis can be disastrous (including bad decisions, huge losses and embarrassment). Our coaching services enable individuals to produce high quality analysis and outputs and we are typically involved in a range of different stages.

"Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime"

FINANCIAL ANALYSIS TOOLS

We design and create tailored financial analysis tools to assist your decision making going forward.

Financial Calculators

Our Financial Calculators are tailor made decision making tools, customised to your decision making needs. They vary significantly in terms of purpose and functionality but they all have one thing in common ... they are extremely valuable decision making tools!

Our financial calculators are in the form of an spreadsheets / financial models and some of their key features include:

- ability to easily change key inputs / assumptions
- efficient and user friendly
- appropriate degree of sophistication for your specific needs

Don't leave important financial decisions to 'gut feel' or insufficient analysis - Allow us to create a tailor made financial calculator to assist your decision making.

Spreadsheet Templates

Templates are a great way of saving time, ensuring consistency and avoiding errors, especially for repetitive functions. We are able to provide tailored spreadsheet templates for your specific purpose.

Templates vary significantly in terms of complexity and functionality and once again, no request is too small or too large.  Examples range from individuals wishing to organise their financial affairs (such as investment portfolios) all the way to detailed operations of a multinational company.  We also provide templates for board packs and senior management meetings.

We pride ourselves on creating efficient and user friendly problem solving tools.