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Level 2 · Accounting + Advisory

Accounting & Advisory: Know Where Your Business Stands Before You Decide Where to Take It.

Clean books are only the start. Get management reporting, cash-flow analysis, and monthly financial reviews that turn your numbers into useful business insight.
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Who it's for

For business owners who want more than financial reports.

If this sounds familiar, you don’t need another report sitting on your desk. You need someone who will sit down with you, walk through the numbers, and help you figure out what comes next.
  • Revenue is growing, but profit isn't keeping pace
  • Cash feels tight even when the business is profitable
  • You don't know which jobs, clients, or properties are making money
  • Your CPA handles your taxes. You need a trusted financial partner to help you evaluate pricing, spending, profitability, and the decisions that affect your bottom line.
Advisor discussing financial reports with two business partners

What's included

The financial insight behind better decisions.

Accurate Monthly Books

Everything in our Accounting Foundation: coding, reconciliations, and financial statements.

Management Reporting

Reports built around how you run the business: by job, property, location, or client.

Cash-Flow Analysis

See where cash is going, why it's tight, and what's coming in the months ahead.

KPIs That Matter

A short list of key numbers tailored to your industry, tracked consistently month to month.

Monthly Financial Review

A regular conversation to walk through results, answer questions, and flag what needs attention.

Profitability Insight

Understand which services, jobs, or customers drive profit and which quietly drain it.

Accountant reviewing financial statements with a business owner in a mountain-view office

What changes for you

From “Are we okay?” to “Here's our plan.”

Advisory turns your monthly financials into a tool you actually use to steer the business.
  • Price work with confidence using real cost information
  • Spot cash shortfalls before they become emergencies
  • Make hiring and investment decisions backed by data

How it works

A monthly rhythm you can count on.

01

Close the Books

Accurate, reconciled books closed on a dependable monthly schedule.

02

Build the Reports

Management reports, cash-flow view, and key metrics prepared for your review.

03

Review Together

We walk through the results, answer your questions, identify what needs attention, and agree on next steps.

Especially helpful for

Businesses where profit hides in the details.

Accounting & Advisory FAQ

Think of bookkeeping as knowing what happened. Advisory helps you understand why it happened and what to do next.
We typically meet once a month after the books are closed. We adjust the schedule around busy seasons, changing needs, or important business decisions.
No. We focus on your business finances, not personal financial planning. We help you understand profitability, cash flow, reporting, and the financial decisions that affect your business.
When you need forward-looking forecasting, budgeting, and strategic planning, often before financing, a major investment, or rapid growth. Learn more about our Fractional CFO services.

Free · 15 minutes · No obligation

Find out what your numbers are really telling you.

Book a free 15-minute consultation. We’ll look at how your books are set up, what needs attention, and whether we’re the right fit.
Book Your Free Consultation
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