Understand your business & make better decisions
With our Strategic Finance service

Strategic finance goes beyond accounting and focuses on providing valuable analysis to help you make informed decisions. It’s “insight” focused.

You are provided with current, easy-to-understand financial reports on a weekly and monthly basis. Keep track of your business and you will keep your business on track!

With Trajectory’s continual analysis, you can focus on growing your company with confidence, knowing that you are targeting the right areas. We’ll highlight notable changes in trends, and more importantly, analyze the root cause and explain the impact, so you can take action.

Cash Flow

Cash is the lifeblood of a business and it is vital to make sure it keeps flowing! We’ll put systems in place to help you monitor cash and ensure there’s enough liquidity for daily operations. Forecasting helps you anticipate potential shortfalls or surpluses due to seasonal cycles, changes in sales, customer terms, expenses, and other business changes. This proactive approach gives you peace of mind and enables better decision-making and stability.

Trend Analysis

Trend analysis helps you look into the past (with 20/20 vision), spot patterns, and predict what’s coming next. It’s all about making smarter decisions, dodging risks, and grabbing those golden opportunities to keep your business thriving and ahead of the game

Chart of Accounts Design

We’ll review or design your Chart of Accounts for your unique workflow and industry. It’s a cornerstone of a good financial system. By organizing accounts intelligently, it streamlines data entry, enhances accuracy, and provides a clear overview of the company’s financial health. A well-designed COA will generate insightful reports, analyze trends, enabling data-driven insights for informed decision-making.

Performance Metrics

Tracking performance metrics gives valuable insights into your businesses financial performance in relation to your goals. We’ll report on things like your burn rate (how quickly you burn through cash on a monthly basis), inventory turnover rate, accounts receivable aging and more. But we don’t just give you numbers – we’ll help you understand what the impact is and how it may change your plans and decisions.

Chat With Us !

Understand your business & make better decisions
With our Strategic Finance service

Strategic finance goes beyond accounting and focuses on providing valuable analysis to help you make informed decisions. It’s “insight” focused.

Cash Flow

Trend Analysis

Chart of Accounts Design

Performance Metrics

Trajectory Financial

CONTACT:

Sitemap

Understand your business & make better decisionsWith our Strategic Finance service

Strategic finance goes beyond accounting and focuses on providing valuable analysis to help you make informed decisions. It’s “insight” focused.

Trajectory Financial

CONTACT:

Sitemap

Understand your business & make better decisions
With our Strategic Finance service