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www.dexovise.com
FINANCIAL PLANNING
& ANALYSIS
Start-ups & Small
Medium Businesses
for
Empowering Growth, Streamlining Financials, Maximizing
Profitability
The Cost of Poor Financial Planning for
Startups & SMBs
Cash Flow Problems: 82% of small businesses fail due to poor
cash flow management and lack of financial visibility (U.S.
Bank study).
Budgeting and Forecasting Issues: 70% of startups fail to
establish a proper budgeting and forecasting process,
leading to inconsistent decision-making (CB Insights).
High Burn Rate: Startups often burn cash quickly due to
inadequate financial planning, with only 40% of startups
reaching their second round of funding (Startup Genome
Report).
82%
70%
40%
Lack of an
efficient Financial
Planning &
Analysis (FP&A)
System leading to
Financial
Instability
01
47% of SMBs struggle to secure funding due to weak financial
reporting and poor cash flow management (Federal Reserve
Small Business Credit Survey).
Difficulty Securing Funding
02
50% of SMBs face growth stagnation due to an inability to
forecast and manage finances effectively (QuickBooks
Survey).
Unpredictable Growth
According to CB Insights, financial mismanagement
is the second leading cause of startup failures.
The Problems Startups & SMEs Face
"According to a SCORE report, only 40% of small
businesses are profitable, and poor financial
planning is a leading cause of this."
Common Financial Challenges for Startups & SMEs
Cash Flow Issues: Struggling to maintain liquidity
and predict cash needs.
Unpredictable Growth: Difficulty planning for growth
due to uncertain revenues.
Limited Financial Expertise: Lack of in-house
financial experts to guide decision-making.
Budgeting Challenges: Inability to create accurate
and flexible budgets.
Inefficient Resource Allocation: Difficulty in
allocating resources optimally.
How FP&A Solves These Problems
Improved Cash Flow Management: FP&A provides accurate
cash flow forecasting to ensure liquidity and prevent
shortfalls.
Data-Driven Decision Making: Delivers financial insights to
guide strategic and operational decisions based on real-
time data.
Scalable Growth Plans: Creates flexible, long-term financial
models to help businesses plan for sustainable growth.
Better Resource Allocation: Aligns financial resources with
business goals, optimizing spending and investment.
Real-Time Financial Insights: Provides continuous
monitoring and reporting, allowing businesses to react
quickly to changes.
Strategic Planning and Budgeting C The
Backbone of Successful Organizations
Why Budgeting is Essential for Success
Key to Sustainable Growth: Large companies and successful
businesses rely on strategic planning and budgeting to scale
efficiently.
Adopted Across All Sectors: Governments, defense forces,
railways, departments, NGOs, trusts, and non-profits worldwide
use budgeting systems to manage resources and ensure
accountability.
Financial Discipline: Budgeting enforces spending limits and helps
optimize resource allocation, preventing financial mismanagement.
Risk Management: Proper budgeting enables early detection of
financial risks, allowing businesses to develop contingency plans.
Long-Term Success Through
Budgeting and Planning
How Budgeting Drives Long-Term Business Success
Goal Setting and Progress Tracking
Budgets set financial targets, helping businesses track and achieve long-term goals.
Alignment with Strategic Objectives
Budgeting ensures day-to-day operations are aligned with broader business goals.
Proven Global Practice
Leading companies and sectors around the world have demonstrated that budgeting
is key to financial stability and growth.
Continuous Improvement
Regular budgeting and variance analysis allow businesses to adjust their strategies based
on real-time performance
Full FP&A Support: Budgeting, forecasting, financial analysis,
and reporting.
1
Cost-Effective Solution: No need for full-time in-house
financial teams.
2
Global Expertise: Leverage our team's experience across
various industries
3
Real-Time Access: Continuous support with the latest
financial insights and reporting
4
Introducing Dexovise
Remote FP&A Services
Our Core FP&A Services
Comprehensive FP&A Services for Your Business
Strategic Planning
Align financial planning with
long-term business goals.
Budgeting & Forecasting
Create realistic, flexible budgets
and accurate forecasts.
Cash Flow Management
Ensure liquidity and plan for
growth.
Financial Analysis
Identify trends, opportunities, and
risks to improve performance.
KPI Monitoring
Track key metrics to stay on
target.
Management Reporting
Provide clear, actionable
reports for decision-makers.
Global Expertise at Affordable Rates: Access top-tier financial
expertise without costly in-house hires.
Tailored Solutions: Customized FP&A services designed for your
specific needs.
Remote Support: Access our experts globally with our remote FP&A
services.
Advanced Analytics: Use of cutting-edge tools for financial forecasting
and analysis.
Skilled Professionals: Our team is led by experts with deep experience
in FP&A.
Proactive Guidance: We dont just report C we provide actionable
insights for growth.
Affordable Expertise: Get world-class financial services without large
investments.
Why Dexovise FP&A Services?
The Benefits of Our FP&A Services
The Benefits of Our FP&A Services
Affordable Expertise
Avoid large investments
in hiring in-house teams.
Scalable Solutions
Our services grow with
your business.
Enhanced Decision-Making
Leverage data-driven
insights for strategic choices.
Improved Efficiency
Streamline financial
processes to reduce costs
and increase profit.
Risk Mitigation
Proactive analysis to
reduce financial risks.
Visual Financial Insights for
Smarter, Data-Driven Decisions
Why Remote FP&A
is the Future
No Geographic Boundaries:
Access global expertise
regardless of location.
Cost Savings: Eliminate
overheads associated with in-
house staff.
Real-Time Support: Ongoing
guidance and reporting with our
remote team.
Scalable: Easily scale services as
your business grows without
increasing costs.
How We Work
With You
Initial Consultation: We assess your
financial challenges and needs.
Customized FP&A Plan: Tailor FP&A
services to fit your specific
requirements.
Ongoing Support: Provide real-time
insights and reporting for better
decision-making.
Continuous Optimization: Regularly
review and improve financial
processes.
www.dexovise.com
+91 860625 9797 (WhatsApp)
analytics@dexovise.com
Ready to Elevate Your Business with FP&A?
Dubai, UAE
CONTACT US

More Related Content

FP&A for Startups and SMBs- Brochure.pdf

  • 1. www.dexovise.com FINANCIAL PLANNING & ANALYSIS Start-ups & Small Medium Businesses for Empowering Growth, Streamlining Financials, Maximizing Profitability
  • 2. The Cost of Poor Financial Planning for Startups & SMBs Cash Flow Problems: 82% of small businesses fail due to poor cash flow management and lack of financial visibility (U.S. Bank study). Budgeting and Forecasting Issues: 70% of startups fail to establish a proper budgeting and forecasting process, leading to inconsistent decision-making (CB Insights). High Burn Rate: Startups often burn cash quickly due to inadequate financial planning, with only 40% of startups reaching their second round of funding (Startup Genome Report). 82% 70% 40%
  • 3. Lack of an efficient Financial Planning & Analysis (FP&A) System leading to Financial Instability 01 47% of SMBs struggle to secure funding due to weak financial reporting and poor cash flow management (Federal Reserve Small Business Credit Survey). Difficulty Securing Funding 02 50% of SMBs face growth stagnation due to an inability to forecast and manage finances effectively (QuickBooks Survey). Unpredictable Growth According to CB Insights, financial mismanagement is the second leading cause of startup failures.
  • 4. The Problems Startups & SMEs Face "According to a SCORE report, only 40% of small businesses are profitable, and poor financial planning is a leading cause of this." Common Financial Challenges for Startups & SMEs Cash Flow Issues: Struggling to maintain liquidity and predict cash needs. Unpredictable Growth: Difficulty planning for growth due to uncertain revenues. Limited Financial Expertise: Lack of in-house financial experts to guide decision-making. Budgeting Challenges: Inability to create accurate and flexible budgets. Inefficient Resource Allocation: Difficulty in allocating resources optimally.
  • 5. How FP&A Solves These Problems Improved Cash Flow Management: FP&A provides accurate cash flow forecasting to ensure liquidity and prevent shortfalls. Data-Driven Decision Making: Delivers financial insights to guide strategic and operational decisions based on real- time data. Scalable Growth Plans: Creates flexible, long-term financial models to help businesses plan for sustainable growth. Better Resource Allocation: Aligns financial resources with business goals, optimizing spending and investment. Real-Time Financial Insights: Provides continuous monitoring and reporting, allowing businesses to react quickly to changes.
  • 6. Strategic Planning and Budgeting C The Backbone of Successful Organizations Why Budgeting is Essential for Success Key to Sustainable Growth: Large companies and successful businesses rely on strategic planning and budgeting to scale efficiently. Adopted Across All Sectors: Governments, defense forces, railways, departments, NGOs, trusts, and non-profits worldwide use budgeting systems to manage resources and ensure accountability. Financial Discipline: Budgeting enforces spending limits and helps optimize resource allocation, preventing financial mismanagement. Risk Management: Proper budgeting enables early detection of financial risks, allowing businesses to develop contingency plans.
  • 7. Long-Term Success Through Budgeting and Planning How Budgeting Drives Long-Term Business Success Goal Setting and Progress Tracking Budgets set financial targets, helping businesses track and achieve long-term goals. Alignment with Strategic Objectives Budgeting ensures day-to-day operations are aligned with broader business goals. Proven Global Practice Leading companies and sectors around the world have demonstrated that budgeting is key to financial stability and growth. Continuous Improvement Regular budgeting and variance analysis allow businesses to adjust their strategies based on real-time performance
  • 8. Full FP&A Support: Budgeting, forecasting, financial analysis, and reporting. 1 Cost-Effective Solution: No need for full-time in-house financial teams. 2 Global Expertise: Leverage our team's experience across various industries 3 Real-Time Access: Continuous support with the latest financial insights and reporting 4 Introducing Dexovise Remote FP&A Services
  • 9. Our Core FP&A Services Comprehensive FP&A Services for Your Business Strategic Planning Align financial planning with long-term business goals. Budgeting & Forecasting Create realistic, flexible budgets and accurate forecasts. Cash Flow Management Ensure liquidity and plan for growth. Financial Analysis Identify trends, opportunities, and risks to improve performance. KPI Monitoring Track key metrics to stay on target. Management Reporting Provide clear, actionable reports for decision-makers.
  • 10. Global Expertise at Affordable Rates: Access top-tier financial expertise without costly in-house hires. Tailored Solutions: Customized FP&A services designed for your specific needs. Remote Support: Access our experts globally with our remote FP&A services. Advanced Analytics: Use of cutting-edge tools for financial forecasting and analysis. Skilled Professionals: Our team is led by experts with deep experience in FP&A. Proactive Guidance: We dont just report C we provide actionable insights for growth. Affordable Expertise: Get world-class financial services without large investments. Why Dexovise FP&A Services?
  • 11. The Benefits of Our FP&A Services The Benefits of Our FP&A Services Affordable Expertise Avoid large investments in hiring in-house teams. Scalable Solutions Our services grow with your business. Enhanced Decision-Making Leverage data-driven insights for strategic choices. Improved Efficiency Streamline financial processes to reduce costs and increase profit. Risk Mitigation Proactive analysis to reduce financial risks.
  • 12. Visual Financial Insights for Smarter, Data-Driven Decisions
  • 13. Why Remote FP&A is the Future No Geographic Boundaries: Access global expertise regardless of location. Cost Savings: Eliminate overheads associated with in- house staff. Real-Time Support: Ongoing guidance and reporting with our remote team. Scalable: Easily scale services as your business grows without increasing costs.
  • 14. How We Work With You Initial Consultation: We assess your financial challenges and needs. Customized FP&A Plan: Tailor FP&A services to fit your specific requirements. Ongoing Support: Provide real-time insights and reporting for better decision-making. Continuous Optimization: Regularly review and improve financial processes.
  • 15. www.dexovise.com +91 860625 9797 (WhatsApp) analytics@dexovise.com Ready to Elevate Your Business with FP&A? Dubai, UAE CONTACT US