Financial Reporting and Analysis

Get the right financial
management tools and
systems to grow your
business with confidence.


Get the right financial
management tools and
systems to grow your
business with confidence.

Worried that your financial results are at risk because of unintelligible reports?

Dean, CEO and owner of a $13 million feed and supply business, was experiencing money panic. It wasn’t that he could see his business actively failing – he was in the dark entirely. His peer group of CEO’s kept telling him that he should focus on the numbers. And despite his natural inclinations, he did. Or rather, he tried to.

There was one key figure that seemed totally out of alignment with where Dean intuitively felt it should be. But when he tried to get answers from his controller, the reply was, “I don’t know what’s causing it. I just report the numbers!” In fact, no one had the answers he needed.

Not knowing how his business was performing was eating Dean up. Maybe it was just a small mistake somewhere, but Dean kept imagining a nightmare scenario. Would the bank see something fishy and cut his line of credit? Would the IRS come by for an audit and leave after assessing stiff penalties?

Picture yourself reading empowering financial reports that help you
make confident decisions in your business

Like clockwork, the report comes in at the beginning of the month. One glance at the numbers reveals how your business performed last month, and they tell the story with utter transparency and clarity so that you can make fact-based, goal-driven decisions about your next steps.

Even when the key figures are not exactly where you want them to be, you feel calm and at ease. You know exactly what they mean and what to do about it.

The story of last month’s numbers aligns with your intuition – last month you felt like you had a pedal-to-the-metal sales month, and that’s exactly what the numbers show.

You can’t help but smile. You’re back in control.

Let’s face it: your finances are pretty complicated

Tight margins, fluctuating cost of sales, payables, receivables: fast-moving parts wherever you look.

No matter where you turn, there seem to be more questions than answers:

  • Your controller is likely to say, “I report numbers, not diagnose problems. Don’t shoot the messenger!
  • Your CPA is a tax specialist. She’s great at keeping the IRS happy, but your taxes are fine, and she is not equipped to answer strategic business questions.
  • Your peers are happy to help – to a point. For complicated issues, they recommend getting professional help. But from whom?
  • Your intuition – which is probably right – is that even if other staff members have an idea of what might be wrong, they still don’t know where you can get the answer.
  • You could figure all this stuff out by yourself, but let’s be honest: that thought is less than appealing. You’re supposed to inspire and lead, not mess with details that make you hate your life.

The plain fact is, this is a tough job. But you’re not in business because it’s easy.

Make the numbers make sense so they can help you lead

Take a complicated, chaotic thing and make it simple and transparent:

  • Get super clear on which numbers you actually need to look at and how to interpret them. There is a lot of information you can safely ignore (isn’t that a relief?).
  • Have a system in place for recording and reporting the numbers. A system means you don’t have to do it yourself. You get to trust that everything is happening swiftly, reliably and with competence.
  • Get a dashboard with key figures. We’re talking traffic-light simplicity.
  • This gives you the clarity to glance over the good things, keep an eye on potential trouble spots, and take corrective action before those spots get serious.
  • Have a trusted advisor for strategic questions, like whether you can hire a new employee, whether you have the right level of cash reserves, and when it’s time to pay off loans. You’re squared away when it comes to legal and tax counsel on specific questions.

What you need is someone who’s got your back on strategy, someone who has been there in the trenches and understands the challenges faced by small and mid-sized manufacturers, distributors, service companies and startups.

Sound difficult? Well, the setup is – unless you’ve got an expert who knows exactly what they’re doing.

Call Patty Lawrence to achieve more management horsepower for
your business when you need it

After Dean called Patty, she gave his staff the financial systems and tools that put Dean back in the driver’s seat.

Now when he reviews his numbers, he feels completely in control, because he knows exactly where he needs to focus his attention, and why.

With the details safely in the hands of a competent employee working within a reliable system, Dean could focus on the bottom line. And indeed, his gross margin promptly improved by 15%.

In the midst of financial chaos, Patty gets things back on track and puts you in control of your financial management, budgeting and forecasting.

Get In Touch

Turbo Execs LLC
590 Centerville Road #258
Lancaster, PA 17601

What We Do

At TurboExecs, we reveal the story behind the numbers, by providing the tools, systems and insight for you to grow your business with confidence.


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