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Financial Advisory

Understand profit and cash.
Set clear reporting policies.

Review profitability and cash flow, and establish costing and management reporting policies. We provide financial analysis and advice, from an assessment of current records to a reporting framework that fits your business.

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ANALYSIS + ADVICEReview earnings alongside cash flow.
WHAT WE DO

Financial analysis for
management decisions.

Define how performance should be measured.

Review the books and existing reports, then organize revenue and cost classifications around the business. Review shared-cost allocations and costing policies to make performance comparable across divisions and channels.

FINANCIAL ADVISORYEngagement outline
REVIEW & DELIVERABLES

Finance review & management accounting

Records reviewed
Ledgers, existing reports, and revenue and expense detail
Deliverables
Finance assessment, management reporting classifications, and allocation policies
Agreed scope
Reporting units, frequency, and policies to revise

The analysis scope and reporting frequency depend on the available records and the decisions you need to make.

IN PRACTICEAnonymized client engagements

Profit & cash flow

Fashion commerce, Management reporting

Brand profitability
and cash-flow reporting

THE TASK

Understand brand profitability alongside changes in working capital.

We built a dashboard to compare accrual- and payment-based profitability and examine performance by brand and product category. A separate cash-flow management report tracks changes in inventory, payables, and other working capital alongside borrowing trends.

Profitability
Monthly, brand, and category gross-profit views
Accrual and payment-basis comparisons
Cash-flow reporting
Working-capital movements
Borrowing trends and interest breakdown
FAQ

Frequently asked questions

How is this different from AX Consulting?

Financial Advisory defines the analysis, reporting policies, and questions management needs answered. AX Consulting focuses on implementing data connections and automating recurring work. Where both are needed, we propose distinct scopes and deliverables.

Can we keep our current bookkeeping provider?

Yes. We can work with records prepared by your finance team or existing provider. If the books need cleanup or additional records are required before analysis, we explain this first.

How does this differ from reporting under bookkeeping?

Bookkeeping reports communicate the results of the books and close on an agreed schedule. Designing business-level management reporting policies or carrying out additional cash and profitability analysis is scoped under Financial Advisory.

CONTACT

Discuss your financial reporting needs.

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