FORTIS CONSULTING

We turn financial information into better business decisions

Analysis, planning and financial projections for business owners who want to understand the results, risks and opportunities of their business.

Knowing the result is not enough

It is important to understand why the result is what it is, what drives it and how today’s decisions can affect your future business. Financial advisory helps connect accounting data with business goals.

Areas of support

  • analysis of revenue, expenses and business results
  • analysis of cost structure and trends
  • cash flow monitoring and planning
  • analysis of profitability and key financial indicators
  • preparing financial plans and projections
  • scenario analysis before important decisions
  • financial groundwork for investments and projects
  • support with business planning and budgeting

Questions we want to help you answer

  • How profitable is our business really?
  • Which costs are growing fastest, and why?
  • Do we have enough liquidity for the planned investment?
  • How would a new hire affect our results and cash flow?
  • How much revenue do we need to cover our fixed costs?
  • How do different growth scenarios affect our finances?

The goal is not to produce yet another report. The goal is to answer the question: what are these numbers telling us?

Frequently asked questions

What is financial advisory for businesses?

Financial advisory uses business data to analyse results, plan future cash flows, assess investments, build scenarios and make business decisions.

Does a small business need financial planning?

Yes, especially when it is growing, hiring, investing or operating with strong seasonality. Even a simple projection of revenue, costs and cash flow can help spot risks and financing needs in time.

What is a cash flow projection?

A cash flow projection estimates expected cash inflows and outflows over future periods. It helps determine whether the business will have enough cash available for its obligations, investments and planned growth.

Let’s talk about your numbers and plans