Built on Real Numbers, Not Guesswork
We started analyzing financial data in 2019 because we got tired of vague advice that didn't connect to actual business realities.
Our approach came from working with small manufacturing businesses in Tainan who needed clear financial insights, not jargon-filled reports. We found that most financial analysis tools were either too complex or too simplified. So we built something different—a system that presents data in ways people can actually use to make decisions.
How We Got Here
Started small, learned a lot, made mistakes along the way. Here's what happened.
First Client, First Lesson
Worked with a textile manufacturer who needed cash flow projections. Our first report was 47 pages long—they never read past page three. That taught us something important about clarity versus thoroughness. We rebuilt everything around what decision-makers actually needed to see.
Expanding Beyond Local Market
Started working with export businesses who dealt with currency fluctuations and international payment terms. This pushed us to develop better forecasting models. We also learned that different industries need different analytical frameworks—what works for retail doesn't work for manufacturing.
Building Better Tools
Developed custom analysis frameworks that could handle seasonal variations and irregular revenue patterns. We noticed most standard financial software assumes steady growth, which doesn't match how small businesses actually operate. Our tools now account for the messiness of real business cycles.
Current Focus
Working with 34 active clients across manufacturing, retail, and service sectors. We're focused on making financial analysis more accessible to business owners who don't have accounting backgrounds. Planning to launch educational workshops in autumn 2025 for entrepreneurs who want to understand their numbers better.
Ludvig Brekke
Operations Director, Electronics Distribution
Started working together in 2020 when their inventory management was causing cash flow problems. We built quarterly analysis reports that tracked product turnover rates and identified slow-moving stock. Three years later, they've reduced tied-up capital by restructuring their ordering patterns based on the seasonal trends we identified.
Years Working Together
5 years
Analysis Frequency
Quarterly
Eira Whitlock
Founder, Specialty Food Imports
Came to us in 2021 when expanding from one store to three locations. The challenge was understanding which product lines were actually sustainable as they scaled. We set up monthly tracking that separated margin analysis by location and product category. She now uses this data to negotiate better supplier terms and decide which products to phase out. The analysis framework we built continues to inform stocking decisions across all locations.
Years Working Together
4 years
Locations Analyzed
3 stores
Analysis Focus
Product margins
What We've Learned From Real Projects
Every analysis project teaches us something. Here are specific examples of how we approach different business challenges.
Understanding Seasonal Cash Flow Patterns
A metal fabrication shop was consistently running into cash crunches during their slow season, despite having strong overall annual revenue. The owner knew business was cyclical but didn't have a clear picture of when cash would be tight.
- Analyzed three years of monthly data to identify the exact timing of cash flow gaps
- Built forecasting model that predicted low-cash periods six months ahead
- Helped establish line of credit before busy season when terms were better
- Created monthly tracking system the owner could maintain himself
Key Takeaway
Historical data reveals patterns that feel obvious in hindsight but are hard to see while you're in the middle of running operations. Having clear visibility six months ahead changed how they managed working capital.