Monthly Financial Analysis for Business Owners Menu

Lower risk and higher sustainable cash flow for your business.

Your business receives their financial data from many, many different sources. These numbers are likely combined and formatted into financial statements by a bookkeeper or an accountant with no more analysis than the IRS needs. If this formatted report is as far as your business goes with its financial analysis, you’re missing the big picture.

Your financial statements tell a detailed story about your business’s overall health. From cash holdings and revenue growth to asset management and use of debt, the financial decisions made every day have a direct effect on cash flow and overall risk. Without fully understanding these decisions, your business could be missing important opportunities and headed for serious problems.

The Business Ferret is a monthly financial analysis and consultation that guides businesses of all sizes and types in their financial operations under all circumstances. Our monthly analysis and review lowers your overall risk and increases your sustainable cash flow, leading to a higher business value.

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Sample Analysis Reports

Each year, the Business Ferret helps companies save or create millions of dollars of cash flow and avoid potential financial catastrophes. By closely tracking 12 key financial metrics, we correct and prevent potentially disastrous financial issues.

Financial Analysis Samples

Key Financial Metrics


Operating Expense Control

Operating expense control is management of the continuous financial obligations incurred in the daily operation of the business.

More Key Financial Metrics

Client Testimonial

Kevin and I have been working with Dan Cunningham for about six years and we can’t say enough good things about him. As small business owners who are strapped for time we rely on the advice of trusted professionals. We consider Dan at the Business Ferret to be an integral part of our team.

I must admit that at first I was personally hesitant to hand over our company to Dan in the form of bank records, financial statements, and the like, but I have to say working with him has truly become one of the best financial decisions that we have made. He has proven to be extremely reliable and trustworthy.
Dan carefully listens to our goals and has helped us define an achievable plan to meet them, he takes the time to meet with us at our convenience and revise our plans according to our changing needs.

Dan has also helped us to build our team of trusted professionals through referrals. We have never been disappointed, and we value him as a resource. The relationships he has developed with other professionals have proven to be worthy and successful.

Dan’s strengths lie in his ability to listen to your needs and develop plans. He has an extensive knowledge of finances, and has always been able to answer even our most challenging questions.

We truly feel that the success of our business, and the peace of mind that we have now in regard to our current financial situation, and our future financial goals is in large part due to the relationship that we have developed with Dan.

We would recommend that you add him to your team of professionals without hesitation. We are confident that you will not be disappointed.

— Cassandra Fochtman, Vice President

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