Management Reporting

Insights into revenue benchmarks and where the tailwinds are headed

Identify and determine how customer leads are being managed

Determine the full value of a customer and cost of a customer to your business

Identify how well you are retaining your existing customers

Evaluate how efficiently you are managing your cost of goods sold and trends in the input costs and that you are absorbing the correct costs

Identify aging inventory that is may become obsolete to determine if it needs to be utilized or disposed, assess if you are lagging behind on inventory levels that could hault production or impact shipment delivery timelines

Identify how you are tracking on your spending for the period and what is driving variances, ensuring managers have insights into their department spend and can take action as required

Job costing is necessary to ensure you are quoting jobs profitabaly and ensuring that you are managing cost overruns effectively and out of scope costs are being billed to clients timely.

quickly identify decreases in margins to determine if there is a need to reallocate resources to certain products or redirect attention to products that are underperforming to get these on track

Determine and monitor your return on invested capital to determine if assets are being utilized effectively to drive a positive return by assessing trends and gains in market share and scalability and the financial returns associated with these projects.

Identifying and reporting on key financial ratios to evaluate the financial health of the business and identify warning signs quickly so that actions can be implemented to remediate and resolve these issues.

Identifying the amount of debt that are leveraged against a businesses assets and determine thresholds for determining if there is a potential for overleverage and refinancing required or underleverage and growth opportunties could be explored.

Assessing research and development investments and tracking progress on these initiatives to ensure they are monitored to cohesively align these with the operational strategy of the business and timing of other initiatives.

Identifying and assessing different grants and funding opportunties that can be taken advantage of to further propel initiatives and improve return on investments.