Business Advisory
Many issues and problems come up in the course of a normal business. We can help! We offer 1 hour consultations and half day sessions where we focus entirely on your business for that time and answer all questions you need answered. We are fluent in small business accounting and tax and want to share that knowledge.
VIP Strategy Session
Weekly Cash Flow Monitoring
VIP Strategy Session
Dedicated CFO prep time prior to meeting
Deep Dive Session up to 3 hours
Clarity on financial goals and planning
Key financial metrics review
Cash Flow Forecast
Identify issues and areas of focus
Applicable resources
Customized meeting recap and action plan
For businesses with less than $500k in revenue and not ready to invest in fractional CFO services yet.
1 Hour Consultation
Weekly Cash Flow Monitoring
VIP Strategy Session
1 hour focused conversation on your concerns
Applicable resources
Customized meeting recap and action plan
Great for new businesses that don't know where to start or business owners with specific questions.
Weekly Cash Flow Monitoring
Weekly Cash Flow Monitoring
Weekly Cash Flow Monitoring
Weekly update to rolling 13-week cash flow model
Weekly analysis of areas of concern or focus with regards to forecasted cash flow
Check in call every 4 weeks to discuss questions and major areas of concern
For businesses working towards getting a better understanding of their cash flow or going through a cash flow crunch.
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