JR Gonzales CPA, PLLCStrategic Finance & Advisory
Example demos
See the work behind the decisions.
These demonstrations use invented companies and synthetic figures to illustrate the format and the reasoning, not results achieved for a client. Each demonstration is interactive: hover or tap a chart for detail, or open any chart as a table.
Monthly briefing for a business-to-business company
A June briefing with year to date: what moved, what it cost, and the one action for next month.
Fictional company. Synthetic figures; demonstration only.
Hiring decision for a software business
A hiring decision priced out: revenue, EBITDA and cash with an earlier hire, the downside, and how to make the call.
Fictional software business, separate from the company above. Synthetic figures; demonstration only.
Team ROI
Is growth producing more profit for the people behind it, and is the sales team earning its cost? Two years of a fictional services company: profit per full-time equivalent, labor cost by department, and the sales team’s return on new customers.
Fictional services company, separate from the companies above. Synthetic figures; demonstration only. No industry benchmark is shown.
Cash flow for a services and supply company
Will cash stay above a safety floor in the tightest week of the next three months, and is the business making enough cash to keep it there?
Fictional company, separate from the companies above. Synthetic figures; demonstration only. No industry benchmark is shown.
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What are you working toward?
If one of these looks like the kind of answer your business needs, tell me what you are working toward and the financial questions you are trying to answer.