FINANCIAL ANALYSIS
Financial analysis is essential to running a successful business—it's how you understand what’s working, what’s not, and where to grow. Yet many small business owners are so consumed by daily operations that they either don’t have the time to review their numbers or aren’t sure how to interpret them. At Bold Citizen Group, we bridge that gap—translating financial data into clear, actionable insights that drive smarter decisions and stronger businesses.
OUR FINANCIAL STRATEGY PROCESS:
At Bold Citizen Group, we turn financial data into powerful, actionable strategy. Here’s how we do it:
1. Start with the Owner
We begin by understanding your goals, concerns, and what insights or improvements you’re seeking.
2. Gather the Data
We collect your historical financials—Profit & Loss statements, Balance Sheets, and other key reports.
3. Analyze for Insight
Using both horizontal and vertical analysis, we uncover trends, patterns, and performance shifts over time.
4. Benchmark & Compare
We calculate critical margins and ratios, then evaluate your performance against industry standards.
5. Recommend with Clarity
You get clear, strategic recommendations based on data—not guesswork—tailored to your business needs.
6. Define KPI’s
We identify the Key Performance Indicators (KPIs) that truly drive your business forward.
7. Track & Improve
We set up a simple tracking system and meet with you regularly (weekly, biweekly, or monthly) to review progress, make adjustments, and keep your growth on track.
PACKAGES
STARTER PACKAGE - “CLARITY CHECKUP”’
Ideal for: Owners who want a one-time deep dive into their financials.
GROWTH PACKAGE - “FINANCIAL FOUNDATIONS”’
Ideal for: Owners ready to turn insights into strategy with ongoing support.
EXECUTIVE PACKAGE - “FULL STRATEGIC PARTNER”’
Ideal for: Businesses seeking executive-level financial oversight and strategy.