Financial Advisory & Analytics

Use Your Financials To Plan For The Future

Keeping organized and accurate financial records is an integral part of running a business—not only to keep track of where you’ve been, but also to predict and project where your business is going. Regardless of business size, data-informed decisions are the key to growth and longevity, and our financial advisory services are here to help you make the most of your historical financial records.
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financial advisory
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Advisory & Analytics

Use Your Financials To Plan For The Future

Keeping organized and accurate financial records is an integral part of running a business. Not only to keep track of where you’ve been, but also to predict and project where your business is going. Regardless of business size, data-informed decisions are the key to growth and longevity, and we’re here to help you make the most of your historical financial records.
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Monthly Budgets & Projections

With clearly enumerated monthly budgets and financial benchmarks, you can be certain about whether or not an expense is pushing you into the red, as well as the cost and value of acquiring a customer, and the corporate bookkeeping & tax strategies needed to increase your revenue.

• Growth Strategies

• Financial Forecasts

• Capital Deployment Strategies

Corporate Bookkeeping & Tax

Monthly Budgets & Projections

With clearly enumerated monthly budgets and financial benchmarks, you know if an expense is pushing you into the red, the cost and value of acquiring a customer, and the strategies needed to increase your revenue.

• Growth Strategies

• Financial Forecasts

• Capital Deployment Strategies

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Financial Process

Cash Flow Forecasting

Once we've determined your monthly budgets and goals, our Cash Flow Forecasting Tool helps to highlight the perfect time to invest in that new piece of equipment, or when to pump the brakes. Our goal is to provide peace of mind, and to ensure that your business keeps growing.

Cash Flow Optimization •

Growth Strategies •

Understand Your Burn Rate •

 

Cash Flow Forecasting

Cash flows differently through every industry. Once we’ve determined your monthly budgets and goals, our Cash Flow Forecasting Tool allows you to determine the perfect time to invest in that new piece of equipment, or when to pump the brakes. Our goal is to provide peace of mind, and to ensure that the wheels keep turning, and your business keeps growing.

Cash Flow Optimization •

Growth Strategies •

Understand Your Burn Rate •

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Scenario Analysis

We're here to leverage your financial data, and to help you chart a path for every situation that your business could encounter. Whether it's increasing your line of credit, or accelerating the launch of a new product, our data-driven scenario analysis takes the stress out of business uncertainties.

• Best-, Worst-, and Base-Case Scenario Analysis

• Actionable Items in the Case of a Business Downturn

• Make Forward-Looking Investment Decisions

Customer Loyalty Programs

Scenario Analysis

Business owners must make plans and judgements calls based on an uncertain world. We're here to leverage your financial data, and help you chart a path for every situation that your business could be faced with. Whether it's increase your line of credit, or accelerating the launch of a new product, our data-driven scenario analysis helps take some of the stress out of business uncertainties.

• Best-, Worst-, and Base-Case Scenario Analysis

• Actionable Items in the Case of a Business Downturn

• Make Forward-Looking Investment Decisions

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tech stack for startups

Analytics Platform & Monthly Reports

With the Lanyap Advisory Program, you’ll also have cloud-based access to two very useful reporting and analytics platforms in your financial process. Just navigate to your dashboard, and view your customized reports and projections in visually intuitive and interactive charts and graphs.

Key Performance Indicators •

Profitability Analysis •

Gross Margin and Balance Sheet Analysis •

 

Analytics Platform & Monthly Reports

With the Lanyap Advisory Program, you’ll also have cloud-based access to two very useful financial reporting and analytics platforms. Just navigate to your dashboard, and view your customized reports and projections in visually intuitive and interactive charts and graphs.

Key Performance Indicators •

Profitability Analysis •

Gross Margin and Balance Sheet Analysis •

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Monthly Call

Our high-touch approach has been designed to deliver peace of mind, and helps us develop an intimate understanding of each business we work with. Two days before your monthly call, your account manager will assess your financials, and present a list of suggestions for improvement.

On the call, we’ll review your last month’s metrics and
accomplishments, and talk discuss ways to improve your
financial footing and business growth rate. We believe the key to success is agility and adaptiveness, and our goal is to keep you ahead of the curve.

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Monthly Call

Our high-touch approach has been designed to deliver peace of mind, and helps us develop an intimate understanding of each business we work with. Two days before your monthly call, your account manager will assess your financials, and present a list of suggestions for improvement.

On the call, we’ll review your last month’s metrics and accomplishments, and talk discuss ways to improve your financial footing and business growth rate. We believe the key to success is agility and adaptiveness, and our goal is to keep you ahead of the curve.

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Let’s Plan For The Future

Please fill out the form provided and we'll be in touch soon to schedule a free consultation of your financials. Ready to get started now? Call us at 917.338.2699
We look forward to working together.
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Let’s Plan For The Future

Please fill out the form to the right and we'll be in touch soon to schedule a free consultation of your financials. Ready to get started now? Call us at 917.338.2699.
We look forward to working together.
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Sam Lester
Founder of WalletSocket
"They helped get my books in order with extreme clarity and efficiency. They worked with me to setup a system on quickbooks that i can manage and helped me understand how to keep my books in a sustainable manner. They are great resource for anyone with a growing business."
Read More
Image
Sam Lester
Founder of WalletSocket
"They helped get my books in order with extreme clarity and efficiency. They worked with me to setup a system on quickbooks that i can manage and helped me understand how to keep my books in a sustainable manner. They are great resource for anyone with a growing business."
Read More