Transform Financial Uncertainty
into Business Growth with FinHolo
Gain clarity on your numbers, eliminate cash flow blind spots and secure optimal financing with financial intelligence to fuel your success.
Backward-looking financial reports won't inform future-facing decisions.
- Is my business thriving?
- Why is cash flow a struggle, even when business is good?
- What does my banker think?
It doesn’t have to be this way. You shouldn’t have to become a financial expert to run a successful business or make informed decisions about your company’s future. Our process will elevate your bookkeeper’s skills and turn basic financial data into calculated business insight.
Harness the power of your financials with a Financial Hologram®.
We know what it’s like to feel alone when facing financial uncertainty. Your bookkeeper, bank manager, and CPA are valuable resources, but they often fail to provide the forward-looking insights you need.
Do you dream big about
- Creating generational wealth?
- Improving lives of employees and stakeholders?
- Transforming how business in your industry is done?
This requires capital, liquidity and access to credit. You can’t dream big if you only think about risk. But the banking industry transfers all the risk of failure to you. You need partners who understand how this works.
Profitable Change of Direction
Step 1: Subscribe to our Financial Hologram®
Your bookkeeper will upload financial data to our Nimble Knowledge Toolbox®. We will convert your financial statements into managerial accounting. You get a monthly FIO-markers® scorecard.
Step 2: Meet Monthly with Your Financial Analyst
These Executive Briefings will focus your attention for the greatest impact. Your analyst will shed light on formerly hidden information.
Step 3: Implement Your Insights and Track Your ROI
Prioritized insights give you time to manage change. Data-driven decisions and process-led
operations make employees more effective. Our clients historically see 10-20x ROI on our fees.
Frequently asked questions
I have a CPA. How would I use FinHolo?
You would use FinHolo for business management analysis. CPA firms primarily focus on your compliance issues: taxes, audits, loan covenants, shareholder transactions. Remember, tax advice without financial management insight, results in false savings and weaker decisions. Upload into our Nimble Knowledge Toolbox so we can convert tax returns into decision-making gold: See – About Financial Hologram.
What is a Financial Hologram®?
Our Financial Hologram is a proprietary workflow process that converts your standard bookkeeping data into managerial accounting, with tools used by commercial lenders. The proprietary output, a FIO-markers® scorecard, makes it easier to see where your business is headed. Your Financial Analyst will provide a monthly Executive Briefing tied to your business plan. The information will be clear, actionable and forward-looking, unlike the standard financial statements.
Can FinHolo help me negotiate with my bank?
Absolutely. Our expertise in commercial banking will help you understand your lenders’ expectations. We can coach you on negotiating a win/win deal with the bank. This can lead to better loan terms and a smoother borrowing process.