Provide decision support information and recommendations that are accurate, clear, concise, and timely
(IMA Statement of Ethical Professional Practice, 1.3).
Our reporting consists of various metrics, charts, graphs, and tables that are designed for the ad agency and are customizable to your individual needs. We update these weekly and monthly depending on the metrics we're reviewing to provide you timely information.
We update and reconcile accounts frequently so the information we're using when we update the dashboards is accurate.
We develop the dashboards so that the information you need most is prominently featured and the graphs and charts show it in a way that is both clear and concise. With a quick glance you can see not only how you're doing, but you can also see leading indicators to highlight when a change needs to be made to maintain profit and cash flow levels before a crisis hits.
Types of information you will find on a dashboard include AR trends, what month in the future your cash is going to dry up, and how much you can take in owner distributions now and in future periods.
Nate has been hugely helpful in giving us the visibility into our financials that we've needed to make critical business decisions. He's been proactive about bringing forward solutions and ideas, which has allowed us to focus on growing our business. It's nice to work with someone you can trust and rely on especially when it comes to our finances. -Jordan B.