Financial Performance Review and Forecasting

Now more than ever, it's vitally important to understand your current financial condition and how future decisions will affect your growth and profitability. We have invested in a method for analyzing your financial metrics in contrast to your industry peers utilizing real-time industry data from privately held companies. Using specific key performance indicators, we will work with you to make strategic, proactive decisions, which will directly affect your bottom line and lead to better business decisions moving forward.

Please see below for an outline of business growth services available for your company.

Business Performance Review is a comprehensive & dynamic narrative that takes a top down approach in analyzing 3-5 periods of client data. The report includes:

  • Narrative Analysis
  • Ratio Analysis
  • Trend Analysis
  • Common Size Analysis
  • Industry Inteligence (KPIs)
  • Industry Comparisons
  • Client-to-Client Comparisons

Forecasting and Financial Modeling is a powerful tool for the next steps in performing deeper financial analyses, shifting the focus from historical events to the present and future. The analysis is built from historical client data (3-5 years), which allows for/ includes the following:

  • Monthly, Quarterly and Annual Financial Statement Forecasts
  • Cash Flow Statement Forecasts and Projections
  • "What-If" Scenario Analysis
  • Loan Analysis Tool
  • (Informal) Valuation Tool
  • Industry Comparisons
  • Ratio Analysis
  • Trend Analysis

Click here for an example of what kind of analysis you can expect from Ikard & Company.

Client Center

- Individual Clients
- Business Clients

(QuickBooks Online)

(QuickBooks Hosted)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll

Go Mobile!

...and get what you need, when and where you need it!

Phone: 281-362-0123 • Fax: 281-465-8688
Email: info@ikardcpa.com