Financial Forecasting and Reporting Services

Have a business idea that needs to be presented to a group of investors?  How about historical data which needs to be presented to Investors or a Board of Directors in a unique, refreshing way?

The need for solid financial projections and ratio analysis are increasingly being demanded of management by potential investors, bankers, and boards of directors.  Monitoring and tracking them shows that you understand what the drivers of your business are and that you have your finger on the financial pulse of your business.

Here at The Mint, in addition to an MBA and strong tax, accounting, systems, and book keeping background, we have over 17 years of experience in financial reporting and forecasting experience which we would love to put to work for you.  We specialize in the Real Estate, Non-profit, Service and Financial Services sectors and can apply our knowledge and experience to your unique business or personal needs.

We work with your existing financial and accounting data and use Excel, Neo Office, Power point, and in the Cloud with Google Documents to collaborate with you to formulate concrete budgets, forecasting tools, and ratio analysis which are vital to making timely and effective business and personal decisions.

We’ve created numerous financial forecasts which intricately involve not only pro forma operating projections, but also include linked balance sheet and cash flow statement projections, all the while producing key operating and financial ratios to help you to evaluate your business operations or investment projections at a glance.

Our models also include terminal value of an enterprise and contemplate the return structure of multiple investors at different participation rates.

We help you to understand your company’s key financial ratios and other metrics which every business owner needs to monitor in order to evaluate past actions and create plans and strategies for future actions.

Additionally, we will assist you in preparing presentations of your forecasts and key financial data to potential investors and/or Board of Directors.

The world is full of opportunities and we want to partner with you take be prepared to take advantage of them.  Please contact us today to discuss your specific needs.

You may view our customer reviews on Elance and engage us via their portal if you prefer.

We look forwarding to serving you and wish you all the best!

Telephone:  +1 (503) 217-4167


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