Everything Covered Under This Service
Cash Flow Forecasting
Forward-looking cash projections so you can see what’s coming.
Budgeting & Financial Modeling
Budgets and models that turn goals into numbers you can track.
KPI & Margin Analysis
The metrics that actually drive your business, reported clearly.
Pricing & Hiring Decisions
The data behind the big calls, what to charge and when to hire.
Systems & Process Design
Finance workflows and tools set up to scale with you.
Ongoing Advisory & Check-Ins
A CPA in your corner with regular strategic check-ins.
Frequently Asked Questions
How is advisory different from bookkeeping or tax? +
Bookkeeping and tax record and report the past; advisory uses those numbers to guide future decisions, pricing, hiring, cash, and growth.
What is a cash flow forecast and why do I need one? +
It projects the cash moving in and out of your business over the coming weeks and months, so you can see shortfalls before they happen and plan around them.
Do I need to be a certain size to benefit? +
No. Even small businesses make better decisions with a budget and forecast. The earlier you build the habit, the more it compounds as you grow.
What KPIs should my business track? +
It depends on your model, but gross margin, customer acquisition cost, runway, and revenue per employee are common. We identify the few that actually drive your results.
Can you help me decide whether to hire? +
Yes. We model the fully-loaded cost of a hire against the revenue or capacity it creates, so the decision is based on numbers, not gut feel.
How do you help with pricing? +
We analyze your true costs and margins by product or service, then model how price changes flow through to profit before you commit to them.
How often would we meet? +
Most advisory clients meet monthly or quarterly. We set a cadence that matches how fast your business is changing and the decisions on your horizon.
Do you build budgets and financial models? +
Yes. We turn your goals into a working budget and a model you can flex, testing scenarios like new hires, a location, or a slow quarter.
Can you help me prepare for financing or a loan? +
We prepare the financials, projections, and supporting story lenders and investors expect, and help you understand what the numbers need to show.
Will you work with my existing accountant? +
Yes. Advisory layers on top of whatever bookkeeping and tax setup you have, and we coordinate with your current providers where needed.
What does advisory cost? +
It is typically a fixed monthly retainer scaled to the depth of support and meeting cadence you want. We scope it together after an initial conversation.