Built on Real-World Experience
Back in 2019, we noticed something. Companies kept getting generic financial reports that looked impressive but didn't answer their actual questions. Business owners would sit there with a 40-page document wondering, "Okay, but what do I do now?"
So we started building a different approach. One that focuses on answering specific business questions rather than just presenting data. And yeah, that meant throwing out some of the traditional report templates and starting fresh.
Our methodology combines quantitative analysis with practical business context. We look at your numbers within your industry landscape, competitive position, and operational realities.
How We Analyze Financial Statements
Our process isn't revolutionary—it's methodical. We take time with each stage because rushing through financial analysis is how important details get missed.
Initial Review
We start by understanding your business context. What industry? What growth stage? What specific questions need answers? This shapes everything that follows.
Data Verification
Before analyzing anything, we verify the numbers. Check calculations, confirm classifications, identify any anomalies that need explanation. Boring but necessary.
Comparative Analysis
We compare your performance against relevant benchmarks—your own historical data, industry standards, competitor metrics when available. Context matters enormously.
Ratio Assessment
Financial ratios tell stories when you know how to read them. Liquidity, profitability, efficiency—we calculate what's relevant for your situation, not every ratio in existence.
Trend Identification
Looking at multiple periods reveals patterns. Are margins improving? Is cash conversion getting faster? We identify trends that indicate where things are heading.
Insight Synthesis
This is where analysis becomes actionable. We connect the findings to practical business implications and specific areas you might want to address.
Why This Approach Works
Financial statements contain a lot of information. Too much, sometimes. Our methodology helps cut through to what matters for your specific situation.
We don't claim to have perfect foresight or guarantee any particular outcomes. What we can do is provide thorough analysis that helps you understand your financial position more clearly.
The goal is always clarity, not complexity. Analysis should illuminate, not obscure.
Who Conducts Your Analysis
Financial analysis is only as good as the people doing it. Our team brings diverse backgrounds in accounting, finance, and business operations. Here are two of the professionals who might work on your analysis.
Stellan Vikström
Senior Financial Analyst
Stellan spent twelve years in corporate finance before joining us in 2022. He specializes in manufacturing and distribution businesses, particularly helping companies understand their cash flow patterns during growth phases.
Brónach Callahan
Lead Analyst
Brónach brings experience from both audit and advisory work. She focuses on service businesses and technology companies, with particular expertise in helping startups establish solid financial reporting practices.
What You Can Expect From Working With Us
Thorough Documentation
We document our analysis process and findings clearly. You'll understand not just what we found, but how we reached those conclusions.
Direct Communication
Questions come up. That's normal. We make ourselves available for follow-up discussions rather than just delivering a report and disappearing.
Industry Context
Financial performance means different things in different industries. We incorporate relevant industry benchmarks and considerations into our analysis.
Practical Focus
Academic financial theory is interesting, but you need practical insights. We prioritize findings that can inform actual business decisions.
Ready to Get Started?
We're currently scheduling analysis projects for Q3 and Q4 2025. Initial consultations help us understand if we're a good fit for your needs.
Schedule a Consultation