Beyond Accounting: Your Strategic Partner
You’re an expert in your field, but it’s easy to feel like you’re “flying blind” with your finances. We act as your strategic co-pilot. We translate your complex financial data into plain English, so you can understand your key numbers and make confident, data-driven decisions about your company’s future.
Cash Flow Forecasting & Management
Cash flow is the lifeblood of your business. We help you build accurate cash flow projections so you can anticipate large expenses, manage seasonal lulls, and know exactly when it’s safe to hire, expand, or invest in new equipment.
Profitability & KPI Analysis
Are you charging enough? Which products or services are your most (and least) profitable? We dig into your data to find out. We’ll help you track the Key Performance Indicators (KPIs) that matter, so you can focus on activities that truly improve your bottom line.
Budgeting & Strategic Planning
A goal without a plan is just a wish. We work with you to create a meaningful annual budget that acts as a roadmap for your year. We hold regular advisory meetings to review your performance, discuss challenges, and keep your business on track to meet its goals.
The CFO Expertise You Need to Grow
Get the high-level financial strategy you need to scale, at a fraction of the cost of a full-time CFO. We are your dedicated partner, translating complex numbers into a clear action plan. We’re here to help you navigate challenges, analyze opportunities, and make the smart, data-driven decisions that lead to success.
How Our Advisory Partnership Works For You
Business Discovery Call
We start with a free, in-depth consultation to understand your business—not just the numbers. We’ll discuss your long-term vision, your current operational challenges, and the financial questions that keep you up at night.
Financial Deep Dive
Our team performs a thorough review of your current financial health. We’ll analyze your past financial statements, cash flow, and processes. This allows us to identify your key profit drivers, risks, and areas for immediate improvement.
Initial Strategy Session
This is where we build your roadmap. We present a clear, actionable plan, including your budget, cash flow forecast, and the Key Performance Indicators (KPIs) we will track. We’ll set clear goals for the next 6-12 months.
Ongoing Advisory & Support
This is a partnership. We meet with you monthly or quarterly to review your progress against the plan, discuss challenges, and provide proactive advice. We are your year-round strategic partner, helping you adjust to change and seize new opportunities.
