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FINANCIAL ANALYSIS

OUTSOURCING

Understanding the financial aspects of your business is key to driving long-term profitability and success. However, many business owners and entrepreneurs lack the time or expertise required to run a finance department, and hiring an internal team comes with a hefty price tag.

 

Centerboard Advisors has created a cost effective solution that allows you to save both time and money while having a team of financial experts at your finger tips.

BUDGETING &  FORECASTING

Producing detailed and accurate forecasts and budgets enables companies to understand the impact of strategic and financial decisions.

FINANCIAL & INVESTOR REPORTS

High quality financial and investor reports provide a way to effectively communicate the state of the business to current or would be investors and lenders.

PRICING & MARGIN ANALYSIS

Understanding the impact of pricing decisions and the historical trends enables companies to price their products competitively without leaving margin on the table. 

FLASH REPORTS & KPI TRACKING

Tracking leading and lagging key performance indicators in a dynamic flash report enables business leaders to make timely decisions and adjustments to stay on course.

FINANCIAL MODELING

Dynamic financial models are critical to understanding how selected actions will impact your company's financial statements.

CORRECTIVE ACTION PLANNING

Identifying the root cause of an issue as well as the current and desired future state allows project managers to identify the appropriate corrective and preventative actions, which can then be analyzed and prioritized at the financial level.

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Centerboard Advisors, LLC is not a Registered Broker Dealer with FINRA or SIPC nor is it a registered investment advisor with the Securities Exchange Commission (SEC). This website is limited to general information pertaining to strategic advisory services provided by Centerboard Advisors, LLC and should not be construed as investment, legal, or tax, advice.

©2020 CENTERBOARD ADVISORS, LLC

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