We help you build realistic budgets and forecasts that reflect your goals and seasonal patterns. This gives you a roadmap for the year and a way to measure how you’re actually doing.

We create short-term cash flow forecasts so you can see what’s coming in and going out each week. This helps you plan for slow periods, large expenses, and growth opportunities without running out of cash.

We compare your real results to your budget and highlight where things are off track. Together, we dig into the “why” behind the numbers and adjust your plan or operations as needed.

We help identify the key numbers that really matter for your business and build dashboards to track them. This turns your financial data into simple, visual tools you can use to manage day-to-day decisions.

We analyze your costs, margins, and pricing structure to see which products, services, or jobs are most profitable. From there, we recommend pricing adjustments or cost changes to improve your bottom line.

For project-based businesses, we track income and expenses by job so you can see which projects are making or losing money. This information helps you bid more accurately and avoid unprofitable work.

We work with you to structure your salary, draws, and distributions in a tax-efficient and sustainable way. The goal is to pay you fairly while keeping the business healthy.

We run side-by-side scenarios (for example, buying vs. leasing, hiring vs. contracting, or changing entity type) to show tax and cash flow impacts. This lets you make major decisions with actual numbers instead of gut feeling alone.

We help you prepare for selling, transitioning to family, or stepping back from day-to-day operations. This includes cleaning up financials, planning for tax impacts, and making the business more attractive and understandable to buyers or successors.