Business Advisory is where accounting meets strategy. We step back from the daily transactions and look at the big picture—then give you a clear roadmap to get where you want to go.
Think of us as your fractional CFO + strategic partner, without the six-figure salary.
Our advisory services include:
📈 Profitability Analysis – We identify exactly which products, services, or clients make you money—and which ones lose it. Then we help you pivot.
📈 Cash Flow Forecasting – Stop wondering if you can make payroll next month. We build 6–12 month cash projections so you can plan for slow seasons, growth spurts, and big investments.
📈 Budgeting & Planning – A budget isn’t a restriction. It’s a tool. We help you build realistic, flexible budgets that grow with your business.
📈 Pricing Strategy – Are you charging enough? Most business owners leave 20–30% on the table. We analyze your costs, market, and value to optimize your pricing.
📈 Business Model Review – Subscription? Service-based? Product + recurring revenue? We stress-test your model and suggest proven alternatives.
📈 Exit & Succession Planning – Whether you’re selling in 2 years or 10, we help you maximize valuation, reduce taxes, and transition smoothly.
📈 Scenario Modeling – “What if I hire two more people?” “What if I open a second location?” We model the financial impact before you make the leap.
A 90-day partnership that transforms how you make decisions.
We start with a deep-dive conversation about your goals, pain points, and opportunities. Then we review your last 12–24 months of financials, operations, and market position. Deliverable: A "State of the Business" assessment with 5–7 immediate opportunities.
We build a custom strategic plan with financial models, KPIs, and a 12-month roadmap. Every recommendation is tied to a specific outcome (e.g., "Increase net margin from 12% to 18%"). Deliverable: A written Strategic Roadmap with timelines, owners, and success metrics.
Partnership (Week 7 onward) We meet monthly (or weekly, depending on your pace) to review progress, adjust forecasts, and solve new problems. You get unlimited email access to your advisor. Deliverable: Monthly strategy calls + updated forecasts + ongoing ad-hoc modeling.
No. In fact, small and mid-sized businesses benefit the most.
Large companies have internal finance teams. Small business owners are often flying blind—making million-dollar decisions on gut feelings alone. We specifically serve businesses with $250k to $10M in annual revenue. At this size, one wrong pricing decision or unchecked expense category can erase your entire profit. Advisory closes that gap.
Your CPA looks backward. We look forward.
Traditional CPAs focus on compliance: tax returns, audit prep, and historical financials. Business Advisory focuses on the future: What should you do next month? Next quarter? Next year? We complement your CPA—we don't replace them. Many of our clients use a CPA for taxes and us for strategy.
Less than you think. Most clients spend 2–4 hours per month.
We handle the heavy lifting: data gathering, financial modeling, KPI tracking, and research. You show up for a monthly 60-minute strategy call and answer occasional questions via email. The goal is to save you time—not add meetings to your calendar.
Typical clients see 15–30% profit improvement within 6–12 months.
Results vary by business, but here's what our recent clients achieved:
A contractor increased net margin from 8% to 17% by re-pricing unprofitable job types.
An e-commerce brand freed up $45k in cash by optimizing inventory reorder points.
A service business raised prices 22% without losing a single client after we helped them articulate their value.
We track everything. If we're not moving your numbers, we'll tell you—and adjust.
Yes. We serve clients nationwide (and internationally) via video calls.
Our advisory model is built for remote collaboration. We use secure portals for document sharing, video calls for strategy sessions, and shared dashboards for real-time KPI tracking. Only one client has ever asked for an in-person meeting in the last two years.
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