Current Client - Since July 2022
Client is looking to scale their 20+ year old business in the Greater NYC area. Issues include lack of clear financial information and staff turnover. Since engaging, we have built detailed "pro-forma" financial statements for Jan-June 2022 to understand financial performance and areas of spending, prepared a 12 month forecast (July 2022-June 2023), analyzed spending areas and debt, and provided advice on migrating debt to lower interest rates. We are also working with Renah to improve their market visibility through resolving an issue with their Google Business Profile and have provided assistance with recruiting and evaluating potential new hires.