Our Services
Advisory Services Designed to Improve Profit
Our services are built for owners who want clarity, structure and
better financial decisions - not more administrative work.
Profit Optimization Sprint
Best for: Owners seeking fast clarity and immediate impact
A focused, short-term engagement designed to identify where profit is leaking and what to fix first.
Includes:
*Review of financial performance and trends
*Profit and margin analysis
*Cash flow assessment
*KPI identification and prioritization
*Executive summary with clear
recommendations
Outcome:
A prioritized roadmap to improve profitability.
Ongoing Financial Advisory & Coaching
Best for: Owners who want consistent guidance and accountability
Executive-level financial support without the commitment of a full-time CFO.
Includes:
*Monthly or quarterly advisory sessions
*KPI review and performance tracking
*Cash flow forecasting guidance
*Decision support for pricing, hiring, and growth
*Financial accountability and structure
Outcome:
More confident decisions, stronger financial control, and fewer surprises.
KPI Dashboards & Reporting Advisory
Best for: Businesses overwhelmed by reports that don’t drive action
We help you define and use KPIs that influence daily decisions.
Includes:
*KPI selection aligned with your business model
*Dashboard structure and reporting cadence
*Guidance on interpreting trends
*Integration with existing financial systems
Outcome:
Clear visibility into what drives profit.
Accounting Platform & Systems Advisory
Best for: Businesses using or evaluating QuickBooks, Epicor, or similar platforms
We provide guidance on setup, optimization, and integration.
Includes:
*Platform evaluation and recommendations
*Reporting and workflow optimization
*Integration guidance across systems
*Recommended tools and solutions where
appropriate
Outcome:
Systems that support insight, efficiency, and profitability.
Services
Profit Optimization Sprint
Ongoing Financial Advisory & Coaching
KPI Dashboards & Reporting Advisory
Accounting Platform & Systems Advisory
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