Providing accurate and timely financial reports only tells part of the story. Our team of financial analysts will drill deeper into the data to provide ad hoc analysis, trending analysis, variance reporting, and other operational metrics for management to consider and make proactive adjustments to improve the bottom line.

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On an annual basis, our group will work with client management to prepare operating budgets which reflect historical and projected performance. The budget creation and review process is vital for setting internal performance goals and monitoring future financial results.

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If your company is considering new business opportunities, expansion, financing, or capital injection, Waxman Associates can assist in pro forma development. Our proven and customizable pro forma templates allow clients to project multiple years forward and run sensitivity analysis on verifying input assumptions.