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Advisory

Reading the numbers in service of decisions: where the margin is, where the risk is, what to do next.

What it includes

  • Annual budget and variance tracking
  • Cost and profitability analysis
  • Cash flow statements and forecasts
  • Support in preparing financing
  • Definition of management indicators

How we work

01

Context

A meeting with management to understand objectives, constraints and pending decisions.

02

Analysis

Processing financial and operational information and building the required models.

03

Decision

Presentation of scenarios, recommendations and a follow-up plan.

What you receive

  • Financial model and scenarios
  • Indicator dashboard
  • Report with recommendations

Frequently asked questions

Is this one-off or ongoing?

Both. There are closed projects, such as an annual budget, and monthly work alongside management.

Do we need organised accounting first?

It helps, but it is not a condition. Where data is missing, we start by rebuilding the minimum needed.

Do you work with banks and investors?

We support the preparation of required financial information and the questions that arise in the process.

SERVICES

Accounting·Audit·Tax

Talk to BDIO about your own situation.

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