Financial Analysis Sometimes a financial institution will require a cash flow projection to support a request for financing. We have the right tools in place to prepare this type of reporting for you. We start by understanding your business plans and your financial performance metrics. Next, we create a report that is useful to the lender and also to you. We often find that clients start these projects to satisfy the requirements of a lender, but end up seeing the true value to themselves and want to continue the projections.