Accounting & Operations
Monthly Financial Advisory
Ongoing CFO-level guidance: monthly review meetings, KPI dashboards and forward-looking planning instead of rear-view reporting.
All Accounting & OperationsWhat this is
A recurring engagement where we meet monthly, review performance against plan, and adjust the tax and cash strategy before the year is decided for you.
What is included
- Monthly review meeting with a CPA who knows your file
- KPI dashboard tailored to your business model
- Rolling cash-flow and profitability forecasting
- Quarterly tax projections and estimate adjustments
- Budget-to-actual variance analysis with recommendations
Who this is for
- Owners making decisions on last year's numbers
- Businesses growing faster than their reporting
- Anyone who wants a CFO without a CFO salary
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
Related services
Bookkeeping & Accounting Services
Three tiers of bookkeeping support, from monthly essentials to full-service financial management, sized to your business.
Learn morePayroll Services
Accurate, on-time payroll for your team, with the federal, state and local filings handled for you.
Learn moreQuickBooks Setup & Training
QuickBooks set up right from day one, or cleaned up if it is already a mess, plus training so your team can use it.
Learn more
Free consultation, up to 60 minutes
Talk through monthly financial advisory with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.