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Financial statement analysis

Reading your financial statements from a management perspective: which indicators are deteriorating, why, and what to do.

Common problems

The difficulties businesses face

  • Statements prepared correctly but never read or used.
  • Knowing profit has fallen without knowing the specific cause.
  • No basis for comparison across periods or against the sector.
  • Questions from banks or investors that are hard to answer.

Benefits

What your business gains

Understand what is happening

Indicators explained in business language, tied to actual operations.

Identify the cause

Movement analysed by line item to point at causes rather than describe symptoms.

Compare on a sound basis

Comparison across periods and against the broader picture, showing where you stand.

Ready when questioned

Arguments and figures prepared for conversations with banks or investors.

Scope of work

What we do

  • Analyse asset and capital structure and movement between periods
  • Analyse profitability, liquidity and capital efficiency
  • Analyse revenue and cost structure by material line item
  • Identify the causes behind movements in key indicators
  • Produce an analysis report with findings and recommendations
  • Present the results to management

Process

How we work

  1. 01

    Gather the data

    Collect statements for the relevant periods plus supporting operational information.

  2. 02

    Process and calculate

    Calculate the indicator set and analyse movement by line item.

  3. 03

    Find the causes

    Match movements in the figures against actual business events in the period.

  4. 04

    Produce the report

    Write up clear findings with specific recommendations.

  5. 05

    Present

    Present to management and discuss the way forward.

Frequently asked questions

Về dịch vụ financial statement analysis

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