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- What we do
- Business consulting
Advice from peoplewho see your numbers.
We help you read your numbers and make decisions: where the cash goes, what to charge, when to hire, and how to get ready for financing.
- Growing businesses
- Owners planning to hire
- Businesses seeking loans
- Nonprofits
- Cash-flow review
- Budget and forecast
- Pricing review
- Financing preparation
What is included
Cash-flow review
Where the money comes from, where it goes, and when it gets tight.
Budget and forecast
A simple plan for the year ahead that you can check each month.
Pricing review
Are your prices covering your real costs?
Financing preparation
Financial statements and projections that lenders ask for.
Hiring decisions
What a new employee will really cost, including payroll taxes.
Ongoing advisory
Regular check-ins to track progress against the plan.
A good fit if…
- You are busy but cash always feels tight
- You are thinking about a loan or investor
- You want to hire but are not sure you can afford it
- You need a second opinion before a big decision
What to have on hand
- Last two years of business tax returns
- Year-to-date profit and loss
- Bank statementsLast 3 to 6 months
- A list of your questionsWhat decision are you facing?
You are all set. Book a time and bring these along.
Missing something? Book anyway, we will tell you what is needed.
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Three steps
Book a consultation
Tell us the decision or problem you are facing.
We review your numbers
Cash flow, costs, pricing and trends.
A plan you can use
Clear recommendations, and follow-up if you want it.
Common questions
Is this a one-time project or ongoing?
Either. Some clients want one review before a decision; others prefer regular check-ins.
Do I need to be a bookkeeping client?
No, but current books make the advice more accurate. We can help with both.
Can you help me get a business loan?
We can prepare the financial statements and projections lenders usually ask for and help you understand them.
Other ways we help
Personal and business returns, prepared and e-filed.
Year-round moves that lower next year’s bill.
Pay runs, payroll taxes and year-end W-2s.
Clean monthly books and clear reports.
The right entity, registered correctly from day one.
Ready to talk about business consulting?
Book a consultation in under a minute, or call the office. We reply within one business day.