Clarity fuels momentum.
At Slate Ridge, we’re more than just analysts, we’re your trusted partner in growth. We work hand in hand with small businesses to provide clear, forward-looking financial guidance that supports better decisions and lasting success. Whether you’re navigating change, planning for the future, or just need a second set of eyes, we’re here to offer insight, strategy, and steady support every step of the way.
Our advisory services help you track key performance indicators (KPIs), analyze trends, and make informed financial decisions. We provide actionable insights to improve profitability and operational efficiency, ensuring your business stays on the path to success. Our services include KPI tracking and performance analysis, budgeting and forecasting for business growth, custom financial reports and recommendations, and board decks with board preparation support. With Slate Ridge, you gain the financial clarity and strategic guidance needed to drive your business forward.
Advisory Services
Our services.
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Key Performance Indicators (KPI's)
We identify and track the KPIs that matter most to your business and then bring them to life in a clean, easy-to-read dashboard. Whether it’s measuring cash flow efficiency, payment cycles, or operational performance, we tailor these metrics to your goals so you can monitor progress, spot trends, and make informed decisions with confidence.
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Budgeting & Forecasting
We help you turn today’s numbers into tomorrow’s strategy. Budgeting focuses on building a full fiscal year plan, while forecasting is updated quarterly to reflect real-time performance and evolving goals. We also provide analysis on key variances and seasonal trends, so you can understand what’s driving change and make informed decisions with confidence. Whether you're planning growth or managing uncertainty, we tailor everything to your business needs and deliver it in a clear, actionable format.
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Custom Reporting
We work hand in hand with small businesses to create tailored financial reports that meet specific needs. Whether that’s satisfying bank covenants, fulfilling shareholder requirements, or gaining clearer visibility into performance. Our custom reports go beyond standard financials to highlight the metrics that matter most, delivered in a clear, actionable format to support confident decision-making.
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Board Decks
We help small businesses prepare polished, insightful board decks that tell the full financial story. Whether you’re reporting to investors, lenders, or advisory boards, we structure key financial data, KPIs, and strategic insights into a format that’s clear, compelling, and aligned with your business goals.
How we price our Advisory services
Our pricing is tailored to each company based on specific criteria. During our 100% free Advisory discovery phase, we assess factors such as transaction volume, revenue, headcount, and accounting requirements. Our core services are offered on a monthly basis at a flat rate with no long-term contracts, and you can cancel anytime with a 30-day notice. Implementations, clean-up work, and out-of-scope services are billed separately at an hourly rate of $100.