Comprehensive Financial Analysis Review

I need a clear, data-driven picture of how my business is really performing. All bookkeeping is already up to date in Excel and QuickBooks; what I lack is an expert eye to turn those raw numbers into insight. Your task is to dig into the financials, run the appropriate ratios and trend comparisons, flag red-or-green indicators, and translate everything into a concise report that management can act on right away.

Please include:

• A written analysis (PDF) covering liquidity, profitability, cash-flow health, and any other metrics you deem relevant
• Visual summaries—charts or dashboards—that highlight the story behind the numbers
• Action-oriented recommendations backed by the data you uncover

I’m happy to supply prior-year statements, current trial balance, and access to our QuickBooks file once we start. Let me know the analytic frameworks and software you prefer (Power BI, Tableau, Excel add-ins, etc.) so I can provide data in the format that suits you best.