Monthly Financial Analysis for Business Owners Menu

Monthly Financial Analysis for Business Owners

homepage-graphic01The Business Ferret is an ongoing, in-depth financial diagnostic and consultation that increases financial performance for businesses of all sizes. We use extensive financial metrics to show what your business is doing right, where it is going wrong, and what the near future holds. This regular report and consultation concentrates on the current financial activities that need to be changed, improved, or maintained.

More than just a checkup, our monthly financial analysis report and personal walk-through will guide your business away from financial pitfalls, towards important opportunities, and onto the path of lower risk and increased sustainable cash flow.

What does our financial analysis do?

We take your prepared monthly financial statement and run it through a comprehensive analysis to discover important trends, both positive and negative.

Some business owners believe that their financial statements are an analysis of their financial operations.  Nothing could be further from the truth.


Financial statements are simply the accepted formatting to present financial data from the income statement and balance sheet, nothing more. These statements display financial data in an accurate and uniform manner. The information within is not inherently interpreted or analyzed in any way.

The line items on your financial statements can relate a complicated story about how your business is performing. Each item can be increasing, decreasing, or staying the same, creating a near infinite number of different outcomes from one statement period to the next. You simply can’t afford to ignore this information and what it is really saying financially.

“Dan has really helped us rise above the fray of everyday accounting, so that we can make solid, reasoned decisions about how we operate our business. Our work together has already resulted in very strong improvements to overall margin and other key operating metrics. Bean Box - Coffee Gifts and Subscriptions is still a very rapidly growing startup, but working with The Business Ferret is setting the groundwork for sustainable operations for the very long term.”

– Matthew Berk, Founder, Bean Box

Using the comprehensive monthly Business Ferret analysis provides you with financial intelligence to keep your financial operations on track and meet your strategic business goals.

Who can it help?

We currently analyze the on-going monthly finances of companies with combined revenues of over $1 billion. The average company revenue size is around $15 million but the analysis can serve small, mid-market, and large companies and corporations of any annual revenue size in any industry.

There is really no revenue size we can’t help due to our unique analysis process. Profit or non-profit companies, privately held or publicly traded – all will see a marked benefit from following our financial recommendations. The Business Ferret works to create increasing sustainable annual cash flow while reducing the overall business risk inherent in any business for any industry.

lulu_graph_02If you think your business needs a closer look at its finances, it does. If you think it’s doing fine you might be in trouble without even realizing it. Even positive revenue growth can be accompanied by unusual and serious financial challenges that are routinely ignored until they become problematic. If everything looks great now you might be on an unsustainable path. On average, around 10% of all businesses fail every year but they don’t have to; the number one cause to a majority of these failures is financially based.

Let our custom analysis help your company grow sustainably every year and avoid both common and uncommon pitfalls.

“As a Global Business, La Marzocco has used the experience and reporting to assist us with the proper management of cash throughout the entire company. What a great opportunity to be able to see into the future across the world with multiple currencies! Plus I really enjoy working and learning from Dan along the way!”

– Connie Marquardt, Senior VP, Finance and Operations, North America, La Marzocco

What can we do for you?

In the consulting industry, the cost to benefit ratio is generally one-to-one: for every dollar spent on consultation only one dollar is returned. We think this is a dismal value proposition.

The Business Ferret achieves an average five-to-one cost-to-benefit ratio (five dollars of benefit for every dollar of costs), often much more. With our repeat and large customers, the average is even better.

The Business Ferret monthly financial analysis makes sure your financial operations are on track to meet your business objectives. Don’t leave the health of your company to randomness as many privately held and publicly traded companies do.

How & Why It Works



We’re tuned towards business owners but the Business Ferret can also help business advisors and analysts, buyers and sellers, and banks.