TAB Financial Assessments

Understand What the Numbers Mean

You've been given your financial statements, now wouldn’t it be nice to actually use them to understand the overall health of your business?

Our financial assessments convert your financial statements into narrative, plain-language reports. When you understand what the numbers mean – what the numbers are trying to tell you – you can guide your business toward bigger goals and greater financial success.

To find out more about how TAB Financial assessments can help you understand and manage the finances of your business, download our short questionnaire. A few of the questions include:

• Do you know your gross margin and is it comparable to your industry peers?
• Do you utilize more than 80% of your company’s operating capacity during peak times?
• Do you have a process for new customer credit approval?

This brief exercise will help you see where you may have gaps in information and/or systems and whether our financial assessments can help you fill those gaps.

Our For-Profit Business Analysis reports include financial analysis applications of for-profit business clients, including plain-language reports, audit and review reports (where we automatically calculate expected values for you), and projection/valuation reports.

Industry Data and Analysis reports provide a comprehensive, private company industry data platform, which includes:

• Benchmarking/Industry Financial Data: Company industry
  data from a table of NAICS codes, and reports where you can compare your financial metrics to peers/peer groups.
• Data Mining: The ability to sort through industries
  for key financial statistics.
• Industry-Specific Advice and Tips: This platform also includes a database of industry research, which includes industry-specific and practicaladvice on how to improve performance in Sales, Profitability, and Liquidity of particular businesses.

Click here to view a sample industry report.

Now that you know more about the Services and Tools we offer read Case Studies of clients who are currently members of TAB or please Contact Us to find out how TAB can support you in your business.