Services
Four core services designed to give you a clear financial picture and a steady hand on management decisions.
Cash Flow Tracking
You can't manage what you can't see. We set up clear, ongoing tracking of cash in and cash out so you always know where you stand.
- Cash flow statements built around your business
- Early warning on shortfalls before they happen
- Regular reporting cadence, not once-a-year surprises
Budget Building
A budget only works if it matches reality. We build budgets from how your business actually operates, not a generic template.
- Realistic revenue and expense projections
- Department or project-level breakdowns
- Regular budget-vs-actual check-ins
Business Valuation
Whether you're raising capital, bringing on a partner, or planning an exit, you need a number you can stand behind.
- Defensible valuation methodology
- Support for financing or partnership conversations
- Clear explanation of what drives your number
Management Advisory
Hands-on advice on the operating decisions that shape your business, from an outside perspective that isn't guessing.
- Ongoing advisory relationship, not one-off reports
- Practical recommendations, not just analysis
- Support through key decision points
Straightforward pricing
Three tiers, priced by transaction volume and complexity, not a percentage of revenue. Each tier includes everything in the one before it.
Foundation
A one-time books cleanup and working budget — gets a disorganized set of books into shape.
- Full books cleanup & reconciliation
- Initial budget build
Growth
Foundation, plus ongoing bookkeeping and monthly visibility into the business.
- Ongoing weekly/monthly bookkeeping
- Monthly financial reporting (P&L)
- Cash flow tracking
- Quarterly check-ins
Strategic
Growth, plus the big-decision work: what the business is worth and where it's headed.
Scoped individually based on your business — let's talk.
- Business valuation
- Growth planning
- Sale / acquisition advisory
Exact pricing depends on your transaction volume and complexity. Reach out for a quote scoped to your business.
Not sure which service fits?
Most engagements start with a conversation, not a proposal. Let's talk about where your business is today.
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