By Financial Design specializes in providing private companies and organizations with comprehensive financial planning & analysis solutions. We understand the unique challenges and opportunities that you face, and we are committed to helping you achieve financial excellence. Our services ensure that you have the insights and tools necessary to make informed decisions. Our quarterly subscription model supports your business by:

Driving month-end close

  • Financial reporting: We streamline your month-end close processes, ensuring accurate financial reporting that enables you to gain real-time visibility into your business’ performance.
  • Variance analysis: We analyze actual results against budgets and forecasts, identifying key drivers of variance and providing actionable insights to improve performance.
  • Financial statement preparation: We prepare comprehensive financial statements, including income statements, balance sheets, and cash flow statements, enabling you to assess your business’ financial health with clarity.

Driving quarter-end close

  • Forecasting & budgeting: We collaborate with you to develop robust financial forecasts and budgets, aligning them with your business objectives and product roadmaps.
  • Scenario planning: By incorporating scenario analysis, we help you anticipate potential outcomes, assess risks, and make agile decisions to navigate market uncertainties.
  • Company performance review: We conduct in-depth reviews of your company’s financial performance, identifying trends, key performance indicators, and growth opportunities to drive forward strategic decision-making.

Supporting the creation of investor & board of directors financial materials

  • Financial summary & forecast: We work with you to provide a detailed summary of both past financial performance and a revised year-end forecast. This includes liquidity, profitability, and sensitivity analysis to accurately judge the financial health of your company.
  • Executive summary: We distill complex financial data into concise executive summaries, highlighting key insights, and offer recommendations to facilitate board discussions.

By partnering with us, you’ll harness our finance expertise to unlock your company’s financial potential. Our tailored solutions and actionable insights will empower you to make informed decisions, drive growth, and achieve long-term success. Contact us today for more information!