Expense & burn rate analysis
Our venture-backed Healthtech client approached us to conduct an in-depth analysis of their expenses from inception to date, recategorize transactions to align with their financial model, create a budget, analyze burn rate, and create accurate and actionable reporting.
Note: Dummy numbers have been used in the following screenshots to protect the privacy of our client
Expense analysis
Financial projections
Burn rate calculation
Business strategy
Microsoft excel
Intuit quickbooks
Our process
2. Transaction by transaction review of expenses
3. Accurate accounting and proper categorization
4. Vendor pricing and alternatives review for cost reduction plan
5. Consultation with client on next year growth and strategic goals
6. Burn rate and budget forecasts for next year
7. Re-categorization of QuickBooks expenses
8. QuickBooks report creation for budget-to-variance tracking
Expense & burn rate analysis
Success stories
Let’s get started
Success stories
Contact us
✉ contact@brightlight.services
⚲ washington, dc
Financial & data analysis
Expense & burn rate analysis
Healthtech Startup
Our venture-backed Healthtech client approached us to conduct an in-depth analysis of their expenses from inception to date, recategorize transactions to align with their financial model, create a budget, analyze burn rate, and create accurate and actionable reporting.
Note: Dummy numbers have been used in the following screenshots to protect the privacy of our client
Expense analysis
Financial projections
Burn rate calculation
Business strategy
Microsoft excel
Intuit quickbooks
Our process
2. Transaction by transaction review of expenses
3. Accurate accounting and proper categorization
4. Vendor pricing and alternatives review for cost reduction plan
5. Consultation with client on next year growth and strategic goals
6. Burn rate and budget forecasts for next year
7. Re-categorization of QuickBooks expenses
8. QuickBooks report creation for budget-to-variance tracking
Expense & burn rate analysis
Success stories
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Let’s get started
Contact us
✉ contact@brightlight.services
⚲ washington, dc