Strategic Financial
Modeling & Planning
Transactional modeling and operational benchmarking
By developing customized financial models, we can help you evaluate the financial impact of various business decisions, such as acquisitions, new product launches, or changes in pricing. By analyzing different scenarios, your business can identify potential risks and opportunities and make more informed decisions.
In addition to financial modeling, we can assist with the development of key performance indicators (KPIs) and benchmarking. KPIs are metrics that help businesses track their progress towards achieving their goals, while benchmarking involves comparing a business’s performance to industry standards. By identifying and monitoring relevant KPIs, your business can identify areas for improvement and optimize operations.
Furthermore, CPA firms can offer guidance on strategic planning. A well-crafted strategic plan outlines a business’s long-term goals and the steps required to achieve them. By working with a CPA firm, businesses can develop a comprehensive strategic plan that aligns with their financial objectives and positions them for growth.
Our Services include:
- Financial modeling
- Scenario planning
- Benchmarking
- KPI development
- Strategic planning
- Risk assessment
- Due diligence
- Financial forecasting
- Cost-benefit analysis
- Business valuation
- Cash flow analysis
- Financial statement analysis
- Financial reporting
- Tax planning
- Compliance
Common issues we solve:
- I need to effectively measure key performance indicators (KPIs) that drive my business.
- My business experiences bottlenecks / inefficiencies in my production / service delivery processes.
- I want to improve my customer satisfaction and retention rates.
- I want to utilize my resources, such as labor and equipment, to their full potential.
- I want to investigate opportunities to reduce costs without compromising quality.
Markets We Serve
Explore the industries we serve for small- to middle-market companies nationwide.
Key Contacts
Samuel J. Agresti, CPA
Shareholder
sagresti@bradyware.com
Betty L. Collins, CPA
Shareholder
bcollins@bradyware.com
Randy Domigan, CPA, CFE
Shareholder
rdomigan@bradyware.com
Jennifer L. North, CPA
Shareholder
jnorth@bradyware.com
Todd R. Roberts, CPA
Shareholder
troberts@bradyware.com