Financial Analysis, Brighton and Hove
Financial Analysis services.
Typically, financial analysis is used to analyse whether an entity is stable, solvent, liquid, or profitable. One key area of financial analysis involves extrapolating the company's past performance into an estimate of the company's future performance.
You also have the choice of providing Umbrella with information in order to produce Financial analysis without taking on your bookkeeping, the choice is yours.
Financial Analysis
- Cashflow vs Actuals
- Key Performance Indicators - help determine the condition and sustainability of your current business model, and help to keep your business fine-tuned for financial success.
- Budget Forecasting - a budget is a quantified expectation for what a business wants to achieve. Its characteristics are and is a detailed representation of the future results, financial position, and cash flows that a business wants to achieve during the financial year.
Call today for a free consultation and take the first step to financial assurance.
Please contact me on 01273 761061 or email me at gersha@umbrellabk.co.uk
After working for many years in a financial institution in Brighton I decided to grasp the opportunity to set up Umbrella Bookkeeping services, I recognised the need for small to medium sized businesses to have a more cost effective solution for their bookkeeping and financial needs. If you are a small business who needs help keeping on top of your finances, I can work on a basis to suit your needs and budget.
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By leaving bookkeeping and accounts preparation to your accountant at year end your business is not keeping track of essential management information throughout the year. By having this information to hand, as well as a Cashflow forecast vs Actuals and Key performance indicators, you can see how your business is performing, and most importantly, in which areas it needs attention.
- Financial statements preparation ie. Profit and Loss & Balance sheet
- Setting up computerised or manual bookkeeping systems
- Maintenance of Purchase, Sales and Nominal ledgers
- Monthly, Quarterly bank reconciliations
- Debtors and Creditors listings
- Chasing Debtors
- Paying Creditors
- Accruals and prepayments
- Depreciation journals
- Analysing and posting of petty cash journals
- Cash flow forecasts
- Financial Analysis (Monthly KPI’s)
- Budget Forecasts
- Visits to your place of business to pick up paper-work and drop it off
- Monthly, quarterly meeting to go through the management reports and/or financial analysis
- Quarterly VAT returns & Tax Returns
