Financial consultancy in Valencia for companies that want to make decisions with numbers
We analyse your data, design customised dashboards and help you understand the financial health of your business so you can grow with control and profitability.
We are the only consultancy in Valencia specialised in dashboards.
Personalisation
every scorecard is tailored to your business
Clarity
complex data turned into useful information
Strategic vision
we don't just look to the past, we anticipate the future
Accompaniment
we interpret the data with you, we don't just deliver them
Dashboards: the real picture of your company, in one click
A scorecard is not an accounting report. It is a management tool that allows you to see, in one place, the information you need to make decisions: revenues, expenses, margins, profitability, customers, processes and resources.
You can consult it month by month, quarter by quarter or on an annual basis. Know what you have spent more on, which customers are more profitable, which products generate better margins or how your cash flow is evolving. All the information that your accountant has dispersed, gathered in a visual, clear and updated screen.
At Luis Soler Advisors we are the only consultancy in Valencia specialised in the design of balanced scorecards. We develop them in Excel or Power BI according to your needs, and we adapt them to your sector, your KPIs and your way of working.
How we work in Financial Advice at Luis Soler Advisors
Financial diagnosis
We analyse your revenue and cost structure, margins, cash flow and profitability by product, service or customer to detect opportunities and risks.
Scorecard design
We create a customised scorecard with the KPIs that your business needs: economic, commercial, customer, operational or human resources.
Strategic accompaniment
We review the data with you on a regular basis, interpret the results and help you make informed decisions on investments, pricing, costs and growth.
Financial Advisory Services in Valencia
Customised control panels
We design customised dashboards that allow you to see your company's situation in real time, on a single screen and without technicalities.
Profitability analysis
We analyse real profitability by product, service, customer or line of business so you know where you are making money and where you are losing it.
Revenue, cost and cash control
We implement financial control systems that allow you to anticipate liquidity problems and optimise your operating costs.
Forecasting and financial planning
We prepare budgets, cash flow forecasts and financial scenarios so that you can plan investments and growth with confidence.
Dashboards for consultancies
We design dashboards for other consultancies that want to offer this service to their clients without having to develop the technology in-house.
Financial support for management
We act as your external CFO: continuous financial analysis, regular meetings and strategic decision-making support.
Testimonials
We have worked with
More than 20 years turning numbers into decisions for Valencia companies
At Luis Soler Asesores we combine tax, accounting and financial expertise with in-depth technical knowledge in Excel and Power BI. This double layer - advisor and analyst - is what allows us to design financial tools that are not generic: they answer exactly the questions that your business needs to solve.
Frequently asked questions about Financial Advice in Valencia
How does financial consultancy differ from accounting?
Accounting records what has happened in the business. Financial advice interprets this data and helps you to make decisions: whether you can afford an investment, whether a product is profitable, whether your cost structure is sustainable, etc.
What exactly is a scorecard?
It is a management tool that brings together on a single screen the key indicators of your company (income, expenses, margins, cash flow, customers...) in a visual, clear and updated way, so that you can make decisions based on real data.
Does the dashboard only show economic information?
No. Modern Balanced Scorecards also include business, process, customer and human resources indicators to provide a complete view of the company.
Do you work with small companies or only with large ones?
In which tool are dashboards developed?
Depending on the needs of each client, we develop them in Excel (when simplicity and local control are required) or in Power BI (when interactivity, real-time data and more advanced visualisations are needed).
Do you also work with other consultancies?
Yes, we design dashboards for consultancies that want to offer this service to their clients without having to develop the technology and methodology in-house.
Stop flying your company blind
Make decisions with real, clear and up-to-date data. At Luis Soler Advisors we design the financial tool that your business needs and we accompany you in the interpretation of each number.
