A finance lead for companies not ready to hire one.

Budgets, cash-flow forecasts, lender and investor packages, pricing and margin analysis, and a monthly call that turns the numbers into decisions.

Who this is for

Owner-run businesses past $1M in revenue, startups preparing to raise, and companies buying, selling or restructuring.

What's included

Financial consultancyPricing, margins, break-even, expansion and hiring decisions run through the model.

Financial health checkA one-time review of books, taxes, structure and cash with a written report.

U.S. market entry roadmapEntity, state, banking, tax and compliance plan before a foreign company enters the U.S.

Nexus evaluationWhere the company owes income, franchise and sales tax across state lines.

Business valuationA supportable number for a sale, buy-out, divorce or estate.

Due diligenceQuality of earnings and tax exposure before you buy or invest.

Retirement planningSolo 401(k), SEP, defined-benefit plans; Roth timing; the tax side coordinated with your advisor.

Entity restructuringHolding companies, multi-entity groups, ownership changes.

Diagnostic

Two weeks with your books, bank data and goals; you receive a written plan.

Set the cadence

Monthly close, KPI dashboard, forecast update, review call.

Decide with numbers

Hiring, pricing, financing and expansion decisions run through the model first.

Review quarterly

Tax projection, cash position and the plan for the next quarter.

Is this instead of bookkeeping?

No — it sits on top of it. Clean monthly books are the input; advisory is what we do with them.

Do you replace my banker or lawyer?

No. We prepare the numbers and coordinate with both.

A free 15-minute call. Next step and a fixed fee, in writing. No hourly billing, no obligation.