Outsourcing Financial Analysis and Modeling, Budgeting Support

OHI’s helps start-ups and small mid-sized businesses in formulating business plans, forecasting sales and profits and preparing operational budgets. We also perform multiple types of financial and business analysis services to help managements gain insights and solutions into pressing business challenges.

Our business plan formulations and projection services help owners and senior managers plan cash-flows, future expenditures, revenue expansion among others. OHI’s team of financial analysts are skilled in financial analysis tools and have rich experience across various sectors such as real estate (commercial and residential), retail, ecommerce, logistics, IT services and small scale manufacturing.

Budgeting is a critical yearly activity done in most organizations to plan for financial performance, control expenses and allocate capital and resources. Budgeting models have to be dynamic, detailed easy to understand to ensure regular and seamless updating of budgetary numbers and to drive organizational acceptability and accountability. OHI in-depth budget preparation services ensure an accurate, comprehensive and easy to understand budgets. We also use a variety of methodologies such as historical cost basis, % of revenue, bottoms-up budgeting among others.

Sensitivity Analysis: Scenario Analysis of existing projections to test the financial robustness of business model in different scenarios
Pro forma Financials: Preparation of cash flow statements, income statements and balance sheets projections for debt/equity financing proposals
Projections/Forecasts: Preparation of monthly, quarterly and annual forecasts of key financial parameters such as revenues, cash balances based on historic data and current trends
Financial Analysis like ratio analysis, break-even analysis, NPV and IRR analysis, payback analysis for specific investments
Spreadsheet Testing: Identify potential and actual errors in an existing spreadsheet model and to suggest improvements in the financial models
Sales Product Mix Analysis: Uncover sales trends and optimal gross margin mix among different products/product lines/categories
Margin Analysis to uncover sources of Gross Margin dilution, identify EBITDA (operating margin) expansion opportunities and improve business bottom lines
Custom Industry Specific Analysis such as rent roll analysis for real estate companies, customer profitability analysis for IT services companies and freight analysis for logistics companies
Retail Analysis: SKU Analysis, Same Store Sales analysis and custom analysis for retail chains
Make vs Buy/Buy vs Lease Analysis: We help you in capital expenditure vs leasing decisions

300+ clients across North America in all major states
High client satisfaction - Most of our clients have been with us since 8+ years
Clients across sectors like CPA firms, real estate, construction, logistics & transportation, retail, manufacturing and IT firms
Senior management team with rich outsourcing and management experience since 2003 in global companies
Staff with at-least six years of relevant work experience in accounting and financial analysis functions
Spacious office set-up (30,000 square feet) with modern facilities and uninterrupted power supply
200 MBPS high speed dedicated internet leased line

+1 (646) 367-8976

sales@ohiaccounting.com

Business Plan Formulation, Budgeting and Financial Analysis Services

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Business Plan Formulation

Budgeting Services

Financial Analysis & Modeling

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