Financial Analysis and Planning

The Bonadio Group is more than a typical CPA firm, as evidenced by a suite of consulting services that augment the internal corporate financial management functions of commercial, government, and tax exempt entities. Our financial analysis and planning capabilities support strategic planning, business planning, budgeting, cost and revenue management, initiatives for streamlining systems and processes, and corporate restructuring and turnaround.

Our financial analysis and planning services are built around experienced management consultants, MBAs, CPAs, project management experts and IT specialists who bring extensive, corporate planning and analysis experience, financial leadership, and real-life experiences to the table.

Data Intelligence Capabilities and Applications – The Bonadio Difference

Fundamental to any organization’s ability to improve operations, enhance productivity, increase profitability or fulfill their mission is the need to use the data warehoused in their accounting/financial systems (or from external sources) in insightful ways.  Whether your system is built upon a SAGE, Microsoft, SAP, other platforms, or even if you’re using Excel as a primary analytic tool, we can help you mine and integrate your financial and operational data into a powerful tool for improved decision making that drives competitive differentiation, or for turning around a struggling enterprise. 

Data that is accurate and accessible to all its stakeholders (customers, business partners, vendors, and others) is critical to strategic success. Bonadio’s experienced consultants employ application and development tools such as Clearview Software and products from Salient Management Company for leveraging your existing information technology assets and providing a graphical user interface that is familiar and easy to navigate. 

We provide data intelligence and financial analysis/planning services on a turnkey, outsourced basis, or if you prefer, can provide consultation, training and on-going assistance to your staff.