Advisory

Advisory

Accountancy is a complex system – Finverso simplifies financial performance to allow for better advisory & governance conversations. By interpreting your financial reports, Finverso generates a score out of 100 that accurately depicts the overall financial perfomance of your business. With Finverso, it is possible to pinpoint areas of strength and weakness, unlocking new potential for privately held businesses to grow.

Improving financial performance today leads to improving the valuation of your business tomorrow. The more a business is worth, the more one can experience financial freedom.

RATIO ANALYSIS AND KEY RESULT INDICATORS

Finverso displays all commonly used ratios allowing advisors to choose whichever are relevant. To assist pinpointing, Finverso displays arrows against each key result indicator to easily track variances.

Results are grouped under:
  • Operating Efficiency
  • Debt & Debt Servicing
  • Performance (Operating)
  • Returns
  • Finverso Index
  • Break-Even Revenue
  • Actual Revenue

OPTIMISATION

What-If questions can be answered with Finverso’s Forecaster module. Simply change the price, cost and/or volume and instantly see the effect. All changes recalculate the Finverso Index so you can develop strategies for improved financial outcomes and indicative business valuation.

ONE PAGE PLAN

The One Page Plan is a simple tool to build a dynamic business plan. Using a ‘Now, Where, How’ structure, the One Page Plan shows where the issue is ‘Now’, ‘Where’ it plans to be at some time in the future and ‘How’ it plans to get there.

Finverso’s ‘How’ analysis provides five easy-to-update strategic planning areas on which your company can build a business plan including actions, responsibilities and targeted timing.

The 5 areas are:

  • Marketing
  • Operations
  • Innovation
  • Human Resources
  • Finance

DASHBOARD

Finverso’s Dashboard provides a concise summary of the 5 key financial result indicators with immediate access to underlying detailed reports when clicked, plus, space to enter commentary. This allows financial conversations to be more focused; revolving around the processes that contributed to the outcomes identified and other matters critical to financial management and growing shareholder wealth going forward.

If your business has a continuous improvement ethos, then Finverso’s Dashboard is an ideal fit.

Helping Business Owners Today,
Sell Tomorrow

Fill out the form and we’ll be in touch to discuss how Finverso can help your company or advisory practice.