Financial Advisory Services

Are you sure that your team is tracking ALL your industry’s most important Key Performance Indicators?

A Key Performance Indicator (KPI, for short), is a tangible value that can be used to gauge your company’s level of success in reaching its most important business objectives. Understanding these KPI’s and being able to see where you are succeeding and where you may be coming up short, is crucial to the growth and profitability of your business. So, the next important question is:

Are you using the best tools and technology to effectively track and analyze your KPIs?

One of the biggest challenges to successfully capturing KPI data is the software and technology you choose to do your tracking. That’s why more and more companies – regardless of their size – are outsourcing their KPI tracking and data analysis. How can outsourced financial advisory services help your Queensbury, Glens Falls, Lake George, Saratoga Springs business thrive?

Outsourcing works on several levels:

  1. It saves you the high costs associated with purchasing, implementing and training staff in software systems that are often very complex;
  2. By working with experienced professionals who understand the importance of valid and consistently accurate date, you reduce reporting mistakes and erroneous conclusions;
  3. You avoid the added expense of adding a full-time, salaried member to your team to perform this function.

By outsourcing one of the most important financial advisory tools to Revelare, you will benefit from their Reveal PE™ tracking and analytics dashboard.

The Reveal PE™ toolkit will analyze metrics that enable you to more accurately plan. It also identifies those “hidden” profit areas that your sales team has overlooked. And, it can help you determine which pricing and promotional strategies have been working…and which ones haven’t.

There’s more to our Financial Advisory Services than meets the eye.

Because of our financial discipline, industry knowledge and critical understanding of technology and tools, we can help you make decisions about employee accountability and its impact on your efficiency and profitability.

  • Perhaps your team would benefit from being held accountable to a formal budget and performance measurement.
  • By having on-time metrics, we can help you identify things like customer buying trends and help you make informed decisions about your own purchasing and infrastructure investments going forward.
  • By having accurate, reliable and timely analytical data, we can help you make important financial decisions that will affect the growth of your business.

This allows you to tactically manage those focused changes to your business practices and the financial decisions you make that will continually improve your business performance every day.

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