Successful businesses have owners and managers who are fully engaged in executing strategic plans that include competent, data-driven financial management.  This means translating financial results and performance metrics into meaningful operational decisions so vital to being an agile player in an ever-changing, highly competitive marketplace; and can be the make-or-break factor in the longevity of the business.   Mark of Excellence Financial Analysis & Consulting has a solution for businesses, large or small, that desire a new approach to financial management, grounded in truth-based “tell-it-like-it-is” assessments that are objective and often revealing.  But the value in such assessments can only be borne out if managers like you take these findings, observations and recommendations into mind in your managerial actions.

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Our MOGUL Plan was created for business mavericks who seek fuller engagement with the financial management of their enterprise through expertise provided by an experienced, independent financial expert that specializes in appraising business financial health.   The MOGUL Plan will keep you abreast of your financial results each month and quarterly with our 9-Point Financial Analysis Report customized especially for your business.  The report highlights the hits and misses in your financial results, the trends that will alert you to doing more of the right things (and less of negative things) that are impacting your success.  When we review the report during our monthly consultation sessions, you will have the opportunity to learn about potential risks and opportunities early enough to make necessary course corrections to keep your business on track for a year-end success story.  The Quarterly 9-Point Financial Analysis Report is perfect for seeing trends and building goals and expectations that are fact-based and achievable.  The Annual 9-Point Financial Analysis Report offers an important scorecard of your full-year results and will be a useful annual artifact for year-over-year comparisons documenting the growth of your enterprise.

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The MOGUL Plan provides 12 monthly reports, four Quarterly reports, and an Annual report containing careful analysis using our proprietary industry-specific benchmark data, and information from your monthly financial statements (Balance Sheet, Income Statement, Cash Flow Statement and Statement of Owner's Equity) supplied by you via electronic data transfer from your ERP system, for example, QuickBooks, or an electronic copy of your financial statements from your accountant.   You can rest assured, your data is never shared with any entity outside of our firm, and we treat all communications and consultations from our firm to you with the highest confidentiality.

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To get the process started, enrollment begins with receipt of the first installment assessed at the time you select the Plan and complete the checkout payment process.   We will then send you a form requesting certain financial information about your business and other necessary profile data that will be used to create a customized version of the MOGUL Plan specific to your business.  Servicing of your plan begins the following month upon receipt of your four financial statements for the current reporting periord (plus statements for the prior period to assist in the initial set-up), due by the 15th business day of the month.  [Note:  To facilitate having your customized plan ready for the first servicing period, the completed request form must be returned to us within 7 calendar days of receipt.]

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Turn-around of our monthly servicing (financial statement analysis, market data analytics, and generation of our proprietary 9-Point Financial Analysis Report) is usually completed within 72 hours of receipt of your financial statements.

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Finally, we will schedule a monthly 30-minutes one-on-one video (or telephone) review with you to go over the 9-Point Financial Analysis Report, answer any questions, and provide our observations and recommendations.

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The monthly cost of the MOGUL Plan is $297.00, which includes intial set-up, monthly servicing, reporting and consultations. 

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It is our goal that you will not only see the value in our professional services, you will also begin to incorporate this value into the daily operations and strategic planning of your business.

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Let the MOGUL Plan be a lever in your toolbox for making better-informed decisions

to realize the value you demand from your business.  

Sign up today or schedule a free consultation to learn more!