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Financial Planning & Analysis

Creating clear and real-time visibility into the data and reporting that matters most to your business is central to our services at BIZNAME. We are expert excel users and certified financial system professionals. If we haven’t used the tech before, it’s an exciting moment for us, as we love exploring new technology and finding the most optimized software ecosystem for your unique business.

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Budgeting & Forecasting

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Budget to Actual Variance Analysis

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Data Visualization

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Dashboards and KPI Scorecards

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Financial Modelling

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Capacity Planning and Scenario Plays

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Sales Compensation Strategy & Execution

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Pipeline to Revenue and Backlog Planning

Use These Financial Reports For Business Decisions By BIZNAME

How do you make financial decisions for your business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of your business...
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Struggling Businesses: Careful With Price Reductions

If you're struggling in your business, tempted to do some price reductions to drum up sales, and not getting the traction you need... I have a quick thought for you today. Struggling Businesses: Careful With Price Reductions “Despite your best efforts, not everyone...
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Developing Accountability In Your Business

Before we get to talking about accountability in your business... During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit City...
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BIZNAME’s Top 5 List of Potentially Fatal Business Mistakes

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...
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Passing Down Your Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher, Mike Tyson once said: Everyone has a plan until they get punched in the face. What is your plan for exiting your family business? You need to have a...
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A Few Winning Tips for Controlling Costs in Businesses

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest businesses are...
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BIZNAME’s Thoughts on Reimbursement vs Company Cards

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc., or using a company cc. Oh, my readers, I'm going to take you down a little rabbit hole today, yes I...
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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!