1. Primary sources: your systems and official filings.
We rely on structured, traceable data — not guesses. For each engagement, we typically work from:
- ERP / financial systems (e.g. sales, AOI, margin, backlog)
- Data warehouses, cubes, or curated Excel models
- Internal management reports and bridge files
- Power BI or other BI exports where helpful
- Company press releases
- Quarterly and annual reports
- Investor presentations and earnings decks
- Regulatory filings and reputable financial databases