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TEL: 530.520.9995

Proprietary Tools & Technology

Financial Management Reporting

We build customized reporting for each of our clients that takes the financial information we enter and produces consistent and insightful reporting. This includes your unique KPI's, valuable charts and graphs that show your trends and important finance ratios. This also includes a Loan Request Presentation that helps 

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Early Warning Signs

As we constantly track and measure your historical financial performance, we track xxx. We have XXX measures that we use to identify and elevate negative Early Warning Signs in your operation.

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Refidentify

We built a proprietary tool to help track your banking and loan products. When we see an opportunity to refinance or get a better deal, we help bring that to your attention.

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