Single company with one profit center: If time is of the essence, and you know that your client's company would benefit with the proper financial planning ASAP, you may choose to have one of our trained Solution Consultants confidentially enter your clients' data, customize the software for your clients' company and properly prepare your clients' first company annual financial plan. The customized financial plan will include: Complete annual budget (profit plan) Individual monthly budgets to track the monthly performance to plan Pricing multipliers calculated to match the budgeted profit goals Annual cash flow analysis to estimate how much cash and/or credit line will be needed annually to achieve the profit goal Estimated monthly cash flow projections to tell you when your client will need to draw against cash or their credit line 26 key financial ratios representing your company's financial position Complete Z-Score analysis Single company with multiple (up to 4) profit centers: If your client's company has up to four individual profit centers (divisions, departments, etc.), and you would like one of our trained Solution Consultants to confidentially enter your client's data, customize the software for your client's company and properly prepare annual financial plans for all profit centers, your client's customized plan would include: All of the same services and features as listed above for a single profit center, plus the following. Up to five individual annual budgets (one company and up to four individual profit center budgets) Up to four individual monthly budgets for each profit center to help track each profit center's monthly performance to plan Up to four sets of pricing multipliers for each profit center, each properly weighted to achieve the desired annual company profit goal Automated File Uploading The completed customized operations analysis file will immediately be uploaded to your licensed copy of The TASCON® Business Analyst where you will be able to immediately start tracking your client's performance to plan and learn how The TASCON® Analyst will help keep your client's profit goals on track. (Turn-a-round time is approximately two weeks from the receipt of all the necessary information) Contact us now to get started.
Single company with one profit center:
If time is of the essence, and you know that your client's company would benefit with the proper financial planning ASAP, you may choose to have one of our trained Solution Consultants confidentially enter your clients' data, customize the software for your clients' company and properly prepare your clients' first company annual financial plan.
The customized financial plan will include:
Single company with multiple (up to 4) profit centers:
If your client's company has up to four individual profit centers (divisions, departments, etc.), and you would like one of our trained Solution Consultants to confidentially enter your client's data, customize the software for your client's company and properly prepare annual financial plans for all profit centers, your client's customized plan would include:
All of the same services and features as listed above for a single profit center, plus the following.
Automated File Uploading
The completed customized operations analysis file will immediately be uploaded to your licensed copy of The TASCON® Business Analyst where you will be able to immediately start tracking your client's performance to plan and learn how The TASCON® Analyst will help keep your client's profit goals on track.
(Turn-a-round time is approximately two weeks from the receipt of all the necessary information)
Contact us now to get started.