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Financial Reporting and Planning

We’re Experts at Financial Planning & Analysis

The goal of business financial planning at any company is to advise company decision-makers on how to achieve revenue and growth goals through strategic planning. We do this by analyzing, synthesizing and translating data and using this information to help CEO, CFO, COO, and other C-suite management make better decisions about your company’s future.

The financial statements for your business are more than just a recounting of where you've been. They are an important roadmap for where the business is headed. It is important that these statements are completed timely to help you make good decisions for your business.

At John Morrissey Accountants, financial statements are so much more than just an exercise to be completed for the bank. It is the cornerstone of a good relationship with your accountant. It is the means to good communication, insightful analysis, and well- developed action plans for improvement. You'll be able to count on us to prepare your financial statements and communicate with you about what they indicate about the health of your business.

An Accounting Firm That Understands Your Business.

If you run a successful business, you already understand how important it is to work with an accounting firm that understands how your company operates. What you might not realize is that when you add an accountant with expertise in financial planning and analysis to the team it allows you to take your business to another level.

Here’s what we do for you:

  • Financial reporting and analysis
  • Identify company-wide trends and variations in your business financials
  • Use historical performance data to forecast future performance
  • Profitability analysis
  • Develop and maintain strategic plans in support of growth
  • Business modeling
  • Budgeting and financial forecasting
  • Sales, marketing and economic analysis
  • Company performance management (developing key performance metrics and benchmarking)

The Best Business Decision You’ll Ever Make

If you're ready to take the next step and regain your competitive edge, we can help.

Simply fill out the contact form below and one of our financial analysts will be in touch soon.

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We want to hear from you!

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.