Services / Advisory and reporting
Advisory and reporting
Once your numbers are reliable, we help you use them: budgets, cash flow forecasts and a recurring call to talk through pricing, hiring and growth.
Sound familiar?
You make pricing, hiring and spending decisions on instinct because nobody has time to look at the numbers with you.
What it looks like instead
A budget, a cash flow forecast and a regular call, so big decisions rest on facts.
What is included
- Annual budget and rolling cash flow forecast
- Monthly or quarterly finance review call
- Margin analysis by product, service or client
- Dashboards for the numbers you watch
- Lender and investor reporting packages
Who it is for
- Owners making hiring or pricing decisions
- Businesses preparing a loan application
- Teams that want a part-time finance lead
Three simple steps to books you can trust
Step 1
Book a free call
Thirty minutes about your business and what is bothering you. We tell you honestly what you need and what you do not.
Step 2
Agree the plan
You get a written scope and a fixed fee. We connect your accounts securely and bring over what already exists, usually within about a week.
Step 3
We take it from here
We close your books, send your reports and flag anything unusual. Tax and payroll deadlines go on our calendar, not yours.
Questions about advisory and reporting
No. It is a fixed number of hours each month focused on your reporting and decisions, at a fraction of a full-time cost.
Yes. Most clients start with bookkeeping and add advisory once they trust the numbers.
Often paired with
Ready to know exactly where you stand?
Book a free 30-minute call. You talk, we listen, and you leave knowing exactly what to do next.