FINANCIAL PLANNING & ANALYSIS

Business Analysis Services

With business analysis services, you’ll find the right levers from your data to increase profitability and drive growth.

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Key Driver Analysis

Profitability Analysis

Pricing Analysis

Uncover Your Business Potential with FInancial Consulting Analysis

What if you had a trusted partner to spotlight opportunities around growth drivers, pricing tactics or efficiency specifically for your company?

Our fractional finance experts find the most profitable avenue for your business using key indicators from your financial, operational and customer data, as well as their unique industry expertise:

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Tailored Business Insights

Business analysis is not one-size-fits-all. It’s customized to your company’s unique rhythm, ensuring targeted solutions.

Data-Driven Analysis

Transform your data into a strategic asset, turning potential pitfalls into powerful pivots.

Proactive Problem Solving

Don’t just solve problems. Think critically about what else is possible within your sales channels, operations and more to improve performance.

“We are forever grateful for the Partner WIth CPA freelancer’s support, experience and value added to the growth of our company.”
– Jacquelyn C., Managing Director and Co-Founder

Get Insights From Industry Leaders

Match with a vetted finance expert in just days, and start making better decisions for growth.

APPLY AS AN EXPERT

Key Driver Analysis

Analyze Key Drivers to Direct Strategy

Every business has unique levers that set the cadence for expansion. Pinpointing these factors lets you know what to push or pull to accelerate momentum in a targeted fashion.
With key driver analysis, you can ensure these elements don’t remain hidden.

  • Identify what influences your business performance the most through detailed evaluation.
  • Future-proof your decisions by building granular, driver-based forecasts to understand how these levers will impact performance.
  • Effectively track your drivers to see decision impact in real time.
  • Combat stagnation in the market by reevaluating drivers, whether it’s a new sales channel or getting deeper into a vertical.

Profitability Analysis

Transform Your Profit Margins Using Detailed Business Analysis

Find the most efficient strategy to improve your margins and meet your business goals or the goals of your board. Our profitability analysis digs deep, spotlighting problem areas and opportunities to amplify your growth.

  • Identify your most profitable units to focus on what generates the most return for your business.
  • Discern potential profitability pitfalls, whether that’s poor capital utilization, non-ideal customer segments or something else.
  • Eliminate wasted spend and forecast profitability over time for better resource allocation planning.

“It was clear their experts had the relevant industry experience.”
– Rose P., CFO

Pricing Analysis

Establish True Value With Expert Pricing Analysis

Is demand changing for your product or service? Is your pricing competitive? Is your structure easy to understand? Our business analysis services include pricing optimization to ensure your offerings resonate in the market.

  • Find the right pricing strategy for your business model.
  • Understand customer price sensitivity based on historical analysis or A/B testing.
  • Sculpt customer behavior with strategic discounts and pricing incentives. 
  • Define your business value and align pricing with your short- and long-term goals.

Real-Time Business Solutions,
Seamless Collaboration

Partner with CPA fractional experts augment your team’s capabilities for faster, deeper data analysis and more efficient decision making.

  • Ready-to-start
    expertise
  • Streamlined
    onboarding
  • Full project management
    support
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Help Center: Frequently Asked Questions

The amount in small business tax that you pay depends on several factors, starting with your business entity. For instance, sole proprietorships pay personal income tax and self-employment tax, whereas C corporations pay a corporate tax. After you determine your tax rate, you have to factor in things like payroll, sales tax, deductions and other benefits and obligations on a case-by-case basis. We wish it were simpler, but that’s why we’re here to help.

Business tax returns pose several challenges, particularly for small businesses. First, it can be difficult to discern which forms you need, especially if you have underlying issues that require amendments or extensions. Second, tax forms are riddled with complex government and financial jargon. Timing is another issue: it’s crucial to know which tax deadlines are pertinent to you and how extensions work.

And finally, accuracy. Subpar bookkeeping makes filing business taxes an extremely arduous process.

Also known as your Employer Identification Number (EIN) or federal tax ID number, your business tax ID number is a unique number the federal government uses to identify your business. It’s assigned when you incorporate. Sole proprietorships use the owner’s social security number as the business tax ID.