Clean books tell you what happened. Let’s decide what happens next.
Cash flow forecasts, budgets, and KPI tracking that turn your financials into decisions — explained by someone who knows your numbers cold.
Who this is for
Your books are current (or about to be), and now you have real questions: Can I afford to hire? Why is profit flat while revenue grows? Will I have enough cash in November? What should this service actually cost?
Those answers are sitting in your financials. Consulting is how we pull them out — without you needing a finance degree or a CFO’s salary.
What we can build together
Cash flow forecasting
A rolling forward view of your cash — what’s coming in, what’s going out, and where the tight spots land — so a slow month is a plan, not a panic. Especially powerful for seasonal businesses.
Budget vs. actuals
A realistic budget built from your real history, then tracked monthly: where you’re on plan, where you’re drifting, and what the drift means. This is the discipline that turns goals into numbers.
KPI dashboards
The three to six numbers that actually drive your business — gross margin, revenue per client, job profitability, whatever fits — tracked over time and reviewed in plain English. No vanity metrics.
Strategy sessions
A structured 90-minute working session on a specific decision: pricing, hiring, a big purchase, an expansion. You bring the question; we bring your numbers and an outside perspective. Every session ends with a written recap and concrete action items — you’ll never leave with just “good conversation.”
How it works
Consulting is flexible by design:
One-time deep dive
A single engagement around one decision or one deliverable — a forecast, a budget, a pricing review. Low commitment, concrete output.
Ongoing advisory
A monthly rhythm: updated forecast, budget check-in, a standing call, and on-call guidance between meetings. Your numbers, continuously translated.
Either way, everything is grounded in your actual QuickBooks data — not generic benchmarks or guesswork.
Pricing
Strategy Session
$200–$300
90 minutes, one focused topic, written recap with action items.
Advisory Retainer
from $400/month
- Monthly meeting
- Forecast updates
- Budget vs. actuals
- Answers when you need them
Project Work
Fixed quote
Budget builds, forecast models, KPI dashboards — quoted up front, no surprise invoices.
Consulting pairs naturally with monthly bookkeeping — when we already keep your books, the analysis starts from data we trust and costs you less time to set up. Bundled pricing available.
FAQ
Bring us the question that’s been on your mind.
Book a free consultation and tell us what you’re trying to decide. We’ll tell you honestly whether a session, a project, or ongoing advisory fits best — or whether you even need consulting at all.