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OUR SERVICES
CFO-level guidance, sized for a growing business
Cash Flow Forecasting & Management
[02]
Monthly Financial Review
Each month we turn your bookkeeper's reports into a short, plain-English review: revenue, margins, cash and the handful of numbers that drive your business. Then we meet to talk about what changed and what to do about it.
You get a simple KPI dashboard built around your business, whether that's billable hours, chair utilization or average job size. No more reports you don't read.
[03]
Budgeting & Financial Planning
We build an annual budget and a 12-month projected P&L with you, then compare actual results against it every month. When something drifts, you'll see it early and adjust.
Planning a new location, a new service line or a big equipment purchase? We model the numbers first, so you can see the payback before you sign.
[04]
Payroll, Hiring & Growth Planning
People are the largest expense in most growing businesses, and the hardest to undo. We help you decide when a new hire pays for itself, how to structure compensation, and how fast you can grow without straining cash.
When a big contract or season is coming, we map the staffing and payroll impact in advance so growth feels planned, not chaotic.
[05]
Pricing, Profitability & Banking
We find out which services, customers and jobs actually make you money, and which quietly don't. Then we help you price with confidence.
We also prepare you for your bank: clean financials, a clear forecast and a confident ask when you need a line of credit or loan.
[05]
Business Valuation & Exit Planning
Most owners have no idea what their business is worth until a buyer, a partner or a lender tells them. We estimate your company's value using the same approaches buyers use: earnings multiples for your industry, adjusted for owner pay and one-time expenses.
Then we show you what moves the number. Cleaner books, steadier cash flow and less dependence on you can add real value years before you sell. Whether you're planning an exit, bringing in a partner or just want to know, you'll get a clear picture and a plan to grow it.
[01]
A rolling 13-week cash forecast, so payroll, taxes and slow-paying customers never catch you off guard. Already have one? We'll pressure-test it.