CFO and advisory services for small businesses in Columbia, MD
Your P&L says you're profitable. Your bank balance says something else. Both are telling the truth, and the gap between them is where a lot of otherwise healthy businesses get into trouble.
Then come the decisions that make it sharper. Can you afford this hire? Should you sign the lease or wait a year? What happens to cash flow if your biggest client pays thirty days later than usual?
Our CFO and advisory services give Maryland small business owners the financial thinking large companies keep on staff — cash flow forecasting, KPI tracking you'll actually use, annual budgets built on your numbers rather than last year's guesses, and scenario modeling before the decision rather than after.
This isn't bookkeeping, and it isn't tax work. It's the layer above both, where the question stops being what happened and starts being what should happen next.
Flat monthly pricing scaled to how deep you want to go.
What's included
Cash flow analysis and forecasting KPI dashboards and reporting Annual budget planning
Scenario modeling for major decisions
Our firm works best with small business owners who want “high touch” access to their CPA. Owners who want financial input on making real decisions about hiring or expansion that need more than a monthly P&L. These services work best with businesses that have $500,000 to $1,000,000 in revenue with high net profit margins.
Who this is for
1. We talk - Short call, straight answer on fit.
2. You get a proposal - Written scope, flat pricing.
3. We get to work - Onboarding handled for you.
How it works
What it costs
Flat monthly retainer scaled to depth of engagement and reporting cadence.
Common questions
How is this different from bookkeeping?
Good bookkeeping ensures that your financials are reflected accurately every month. Finance advisory is forward looking and is used to help make decisions for your business.
How often do we meet?
We can meet quarterly or monthly. You will have year around access.
Do I need clean books first?
Clean books offers a good foundation for finance advisory. We can assist with cleaning your books.