Our Services

You have a CPA to help with tax advice; a Bookkeeper to record transactions and an Attorney to consult for legal matters. Who is helping you systematically look at the overall health of your business?

Medium and large corporations are able to obtain advantages over smaller competitors by employing teams of Analysts to provide information for use in strategic decision making. ForwardCharter can help you level the playing field and/or gain advantages over your rivals who are operating by “shooting from the hip,” going with a “gut feel,” or who maybe have no picture at all about their business’ performance.

The following areas are where we specialize. Let us know how we can help!

Big Picture Performance

  • Identify 3-5 Key Business Drivers
  • Establish KPIs and track Goals and Metrics to coincide
  • Design compensation plans to align with KPIs
  • Optimize product and/or service offerings
  • Develop and maintain budgets and forecasts
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Strategic Growth and/or Exit Planning

  • Determine your overall business objective
    • growth
    • sale or
    • residual income generation
  • Position strategies to be laser focused on main objective
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Back Office Operations

  • Billing, A/R and collections, Payroll, A/P, Cash management
  • Bank account and credit reconciliation
  • Financial statement design and production
  • Tracking against budgets and forecasts
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Benchmarking

  • Compare your performance against your strongest competitors/industry best practices
  • Industry oriented ratio analysis
  • Individual sales productivity analysis
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Debt structure and Profit Reinvestment Strategies

  • Analysis to support decisions on new ventures, R&D and/or project investments
  • Prioritize investment opportunities
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Project Governance

  • Cost-benefit, break-even and NPV analysis for go/no-go decisions
  • Step-by-step project planning and management
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