Business Advisory & Accounting

Yes, and this is one of the most common reasons business owners call us. Knowing your cash position takes more than checking a bank balance. Our advisory team builds a clear picture of your cash runway by digging into income and expenses, the timing of receivables and payables, debt service, and upcoming obligations like tax payments, payroll, and capital purchases. What you get is a forward-looking projection you can actually plan against, one we update as your business changes. Forward-looking cash planning like this starts at $5,000 per month and scales with the level of support your organization needs.

A budget doesn't need to be complicated to be useful. Start with your actual financial history: your fixed and variable costs, your realistic revenue expectations. From there, our team builds a budget grounded in your numbers and tied to your goals, then tracks performance against those targets every month. You'll always know where you stand, and you can course-correct before a variance becomes a real problem. Depending on the depth of support you need, our budgeting support starts at $2,500 per month.

Cost reduction works best when it's driven by data, not instinct. Under pressure, the instinct is usually to cut whatever's easiest to cut, and that's rarely the right thing to go. We start with your numbers instead. We look at where spending has drifted from prior periods, where costs have crept up without a matching return, where vendor pricing has moved, and where there's room to renegotiate or restructure. Because we're in your financials every month, we tend to catch these patterns as they develop rather than after they've turned into a problem, and we'll bring them to you before you have to go looking. The goal is always the same: protect what's working, trim what isn't.

Growth creates financial complexity fast. What worked when you were smaller often breaks down as revenue, headcount, and obligations increase, and the systems and reporting that got you here usually need rebuilding before they can carry you forward. Supporting growing businesses happens to be some of our favorite work. We've walked alongside clients from start-up through retirement, and we build our engagements to scale as you do, so support grows with the business instead of trailing behind it.

This is exactly the kind of situation our advisory work exists for. Whether you're weighing a new location, a major hire, an acquisition, or an ownership transition, we can model the financial implications and stress-test your assumptions before you commit. If you already have a strategic plan, we can build it into a multi-year projection showing both the cash effect and the tax effect of what you're considering, since those two tend to move together more than most people expect.

We hear this a lot, and it's fixable. We start with a one-time catch-up engagement to get your books current and reconciled, with the fee scoped to how far behind things are. After that, you'll move into ongoing monthly service, with processes in place so it doesn't happen again.