Financial Analysis

Overview

  • Financial Health Assessment

    • Comprehensive review of your company’s financial position, including profitability, liquidity, and solvency

    • Identify key performance indicators (KPIs) to monitor business health

    • Assess current financial strengths and weaknesses

  • Cash Flow Analysis

    • Review cash inflows and outflows

    • Help optimize cash flow management by identifying opportunities for improvement

    • Suggest strategies to ensure your business has enough liquidity

  • Profitability Analysis

    • Analyze the profit margins, cost structure, and pricing strategies

    • Provide insights on how to improve profitability and reduce unnecessary costs

  • Budgeting and Forecasting

    • Assist in creating realistic budgets and projections

    • Offer guidance on forecasting revenue, expenses, and cash flow based on historical data and market trends

  • Variance Analysis

    • Compare actual financial performance to budgeted or forecasted figures

    • Help identify and address discrepancies and understand the causes of performance variance

  • Break-Even Analysis

    • Determine the point at which your business covers its costs and begins to generate a profit

    • Help you understand the relationship between fixed costs, variable costs, and sales volume

  • Investment Analysis

    • Assess potential investments or capital expenditure projects

    • Provide risk vs. reward evaluations for investment opportunities

  • Financial Ratio Analysis

    • Evaluate financial ratios (e.g., profitability, liquidity, and leverage ratios) to gauge the overall financial health of your business

    • Offer insights on improving these ratios to achieve better financial stability

Our Services

  • Premier Strategies, LLC is responsible for preparing interim, year-end, and comparative financial reports while monitoring accounting systems to recommend and implement enhanced financial policies and procedures. The company plays a key role in coordinating budget guidelines and supporting the implementation of effective budget spending strategies. Premier Strategies, LLC oversees payroll processing and federal tax compliance, ensures the accurate development of the Chart of Accounts, and administers 401(k) and 403(b) retirement plans to support organizational financial health and employee benefits.

  • We maintain the general ledger with precision, ensuring the accurate compilation and preparation of journal entries and periodic reconciliations for the general ledger, journals, and bank statements, including necessary adjusting entries. We efficiently manage accounts receivable and payable processes and prepare quarterly and annual financial statements for review by independent audit firms. Premier Strategies, LLC ensures compliance with Generally Accepted Accounting Principles (GAAP) and adheres to standards set by the Financial Accounting Standards Board (FASB) to uphold financial integrity and transparency.

  • We specialize in business plan development, assisting clients in crafting comprehensive strategies for growth and success. Premier Stratgies, LLC provides expert guidance on selecting and forming the optimal business structure to align with organizational goals. We also offers strategic tax planning services designed to optimize financial outcomes and ensure compliance, setting businesses up for long-term success.

  • We conduct in-depth analysis of financial statements to assess your financial position, providing actionable recommendations that enhance financial performance and support strategic decision-making.

  • As an authorized IRS e-file provider, Premier Strategies, LLC specializes in preparing individual and business tax returns, including 941 tax forms and franchise tax filings. The company also offers expertise in preparing tax returns for non-profit organizations, ensuring compliance and accuracy across all areas of taxation.

  • Premier Strategies, LLC offers convenient mobile notary services, providing on-site notarization of documents at the client’s location. As a certified Notary Signing Agent, the company also specializes in the notarization of loan documents and other legal paperwork, ensuring a smooth and efficient signing process.