Advisory
A fractional finance function for businesses that have outgrown "are we okay?" Cash-flow forecasting, budgets, pricing, hiring decisions and investor reporting, with a CPA who reads your numbers like a partner.
Everything handled, nothing left hanging
- Rolling 13-week cash-flow forecast
- Annual budget and monthly budget-versus-actual
- Pricing, margin and unit-economics analysis
- Hiring and capital-spending decisions
- Board and investor reporting
- Lender and financing preparation
Typically suits
Growing companies, funded startups, and owners facing a decision that depends on a forecast.
A clear rhythm, so nothing slips
A working session on the numbers and the decisions in front of you.
A cash forecast you can actually plan against.
Board packs, lender packages and investor answers.
Common questions
When does a business need this?
Typically when decisions start depending on what cash will look like in three to six months: hiring, raising, borrowing or expanding.
Do we need to use your bookkeeping?
It helps. Advice is only as good as the books underneath it, so most clients combine the two.
Will you speak to our investors or bank?
Yes, when it helps. We prepare the material and join the conversation.
Ready for books you can rely on?
Tell us about your business and we’ll send a fixed, written proposal within two business days.