BOOKKEEPING • PAYROLL • CONSULTING • FRACTIONAL CFO • AND MORE

Bookkeeping and accounting services in York, Pennsylvania 17402

Foundation360

BUSINESS ASSESSMENT: An actionable insight to your business

Looking to get a deep-dive view into your business? Our one-time analysis service is designed to pinpoint the key financial areas of your business that are hindering growth and performance. By thoroughly examining your financial statements, cash flow, and budgeting practices, our experts identify inefficiencies, unnecessary expenses, and underperforming assets. This detailed assessment provides actionable insights to help you optimize your financial strategy, streamline operations, and ultimately improve profitability. With our comprehensive report, you can make informed decisions to drive your business forward and achieve sustainable growth.

business assessment in York, PA 17404

FOUNDATION360

A deep-dive actionable snapshot of your business
$ 219
00
One Time Investment
  • Financial Health Assessment
  • Expense Analysis
  • Revenue Evaluation
  • Cash Flow Insights
  • Compliance Review
  • Financial Ratios
  • Customized Report
Click to Schedule your deep-dive assessment
If you decide to engage JPS for ongoing monthly services as a result of this assessment, the fee for this service will be waived and applied to your first month's service invoice.
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The Foundation360 Elements

Our FOUNDATION360 service is the perfect solution for getting a fresh perspective on your business from our C-level professionals. We bring the executive talent of CFOs and Controllers to the table when we perform our assessments and map out action items to take your company to the next level. This is no basic discovery – we dive deep into your business, your financials, and your processes to get a true snapshot of the health of your business. This gives you a true CFO-level baseline to know where things stand and where things need to go.

• Financial Health Assessment

Comprehensive Review: Analyze financial statements, including balance sheets, income statements, and cash flow statements.
Identify Trends: Highlight positive and negative trends.
Risk Assessment: Evaluate financial risks and opportunities.

• Expense Analysis

Cost Structure: Break down expenses (operating, fixed, variable).
Recommendations: Suggest cost-saving strategies.

• Revenue Evaluation

Sales Channels: Assess revenue sources (products, services, channels)
Pricing Strategy: Review pricing models.

• Cash Flow Insights

Cash Inflows and Outflows: Examine cash flow patterns.
Working Capital: Evaluate liquidity.

• Compliance Review

Assessment: Identify tax-saving opportunities. Assess GAAP, HR, Insurance, and other relevant agency compliance. Identify areas for improvement and potential risk exposure.

• Financial Ratios

Liquidity Ratios: Calculate current ratio, quick ratio.
Profitability Ratios: Analyze gross profit margin, net profit margin.

• Customized Report

Summary: Provide a concise report with actionable insights.
Recommendations: Offer specific steps for improvement.