Financial Consulting Packages

Benefits of New Direction Capital’s Financial Services

  • You obtain a clear picture for moving forward with your business
  • You save money by not having to hire an employee and pay them when business is slow
  • Having us focus on these types of issues allows you to stay focused on running the business and creating revenue
  • We keep sensitive information confidential and inaccessible to staff
  • You greatly reduce the opportunity for fraud or embezzlement with New Direction Capital as a check and balance
  • You’ll draw on knowledge from experts who have experience solving problems for a variety of clients with similar requirements
  • Your time is freed up and you will have peace of mind so you can focus on critical needs and growth of your business

One on One Consultations

Financial Check Up I — $750.00

In-depth analysis of:

  • Profit and loss statement
  • Balance Sheet
  • Receivables
  • Cash Flow
  • Overhead
  • Debt Coverage
  • Loan Review

Deliverables:

  • Findings Report and Recommendations
  • Reconciliation Review for Check and Balance

Financial Check Up II — $1500.00

In-depth analysis of:

  • Profit and loss statement
  • Balance Sheet
  • Receivables
  • Cash Flow
  • Overhead
  • Debt Coverage
  • Loan Review
  • Recommendations on financial and operating systems indicators
  • Analyze Price Increase and discount impacts to Gross Margin of your business
  • Analyze impacts of cost increases to the Gross Margin of your business

Deliverables:

  • Findings Report and Recommendations
  • Recommendations Report and Key Indicators
  • Gross Margin Findings Report — Year over Year

Financial Check Up III — $2250.00

In-depth analysis of:

  • In-depth analysis of your company’s profit and loss statement
  • Balance Sheet
  • Receivables
  • Cash Flow
  • Overhead
  • Debt Coverage
  • Loan Review

Deliverables:

  • Written Cash Flow Plan that accommodates your profit expectations
  • Written plan to eliminate debt and run your business debt free.
  • Development of Financial Targets and Indicators to track performance
  • Written plan to address Reserves in the business to handle emergencies.

Monthly Follow Up Consultations:

Including unlimited email coaching support between consultations.

Quarterly Follow Up Consultations:

Including unlimited email coaching support between consultations.

Additional Services: Call for an Estimate

  • Develop a written comprehensive business plan
  • Develop Pro Forma Projections
  • Develop Sales or Revenue Forecast
  • Develop Breakeven Analysis and Strategies
  • Organize and develop capital requirements
  • Deal or Project Analysis
  • Develop Due Diligence reports on vendors, partners, projects, or businesses
  • Review and evaluation of Pricing Strategy
  • Catch-Up
  • Loan Workouts and Modifications