Financial Services - Chesterfield, Missouri, United States
ZackeryDavid provides personalized services for companies seeking to grow and improve their financial position through in-depth analysis of their transactions and financial activities. We then develop tools and financial plans to meet their goals. Specifically, we focus on:Collection and organization of your data: we gather your purchasing / volume / sales / inventory / expense / and other data and funnel it into key metrics specific to your company to help you understand trends currently driving your business and where to focus attention for improvement.Creating customized reports: with greater understanding and focus on metrics, we'll build daily / weekly / monthly reports customized to your business so you can see your progress and the impact of changes in strategy, marketing campaigns, and new products or services. These reports can be sent by email, dropped on a dashboard, or loaded to a private website for your convenience.Building financial models: we will carry your recent trends forward in a business plan to give you a picture of where your company is going and the impact that small changes now will have on your business in the short and long term. Building Scenario tools: with a base financial model in place, we can run scenarios to guide your decision making. How much growth is necessary to justify new equipment, new staff? How long will it take to pay off a loan? Does it make more sense to pursue one strategy or another? Make vs buy decisions, etc.
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