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Budgeting and Forecasting

We build the business's knowledge about the purpose of budget and forecasting to create comfort around tailored budgets that align with business goals by implementing systems to monitor and adjust accordingly. While learning to regularly review budgets, business owners adapt to utilizing historical data to predict future financial performance.

Margin and Profit Analysis​

We analyze different products or services to determine profitability within the organization and set strategies to reduce costs without sacrificing quality. This allows us to accurately advise on optimal pricing to maximize margins.

Profitability Improvement​

We establish key performance indicators to measure profitability, evaluate potential investments to ensure they contribute positively to the bottom line and work to streamline operations to enhance profitability.

I have had a fantastic relationship with the team over at Strategix for over a decade! I learned so much about the tools that are required to build, grow, and run a business. Having a company  in your corner that wants to genuinely see my company thrive is an unexplainable feeling.

Takeda Hinton, Founder (iBleve)

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