Financial Analysis Reports

We offer a range of financial analysis reports to choose from in order to help clients better understand the financial performance of their company and aid in decision making.

Variance Analysis Reports - The variance analysis reports that we recommend for most businesses are the Purchase Price Variance and the Sales Volume Variance.  These reports can help a company with budgeting, managing expectations, and tracking seasonal trends and general market trends.

Ratio Analysis Reports - There are a multitude of ratios that can help a company understand its efficiency compared to its own past performance as well as to industry averages.  Examples of widely relevant ratios and the insights they provide include:

  • Inventory Turnover (warehousing cost and inventory relevance/demand)

  • Days Sales Outstanding (average time to get paid)

  • Return on Equity (how well the owner's investment is generating income)

  • Interest Coverage (ability of a company to pay interest on its outstanding debt)

  • Margin of Safety (the reduction of sales that can occur before reaching the break even point)

Our Services

Accounting and Bookkeeping

Accrual bookkeeping in accordance with U.S. Generally Accepted Accounting Principles.

Financial Statement Preparation

Monthly or quarterly preparation of income statement, statement of cash flows, statement of owner's equity, and balance sheet.

phone: (415) 881-4675

Financial Analysis Reports

Ratio analysis reports, variance analysis reports, and other financial analysis reports upon request.

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