Question 1

What is Advisory, and how is it different from traditional accounting?

Accepted Answer

Advisory is the ongoing, strategic partnership that helps you make informed, confident decisions using your real financial data.

It’s not just reporting what happened. It’s interpreting what the numbers mean, what’s changing, and what to do next. Advisory covers cash flow, pricing, hiring decisions, forecasting, budgeting, and the day-to-day questions that impact your business trajectory.

Traditional accounting looks backward. It tells you what already happened.

Advisory looks forward. It’s about helping you understand what your numbers are telling you now and using them to make better decisions with more confidence.

Instead of handing you reports and wishing you luck, we meet you where you are and talk through what matters most in your business. That might be cash flow planning, budgeting, job costing, or simply helping you think through a decision before it becomes a problem.

The biggest difference? You’re not reacting after the fact.

With Advisory, you’re planning ahead with clarity, context, and a team in your corner.

Question 2

What kinds of questions can I bring to you?

Accepted Answer

Anything that affects your business financially or operationally. Clients come to us with questions like:

• Can I afford to hire someone — and when?
 • Is my pricing right?
 • Why doesn’t my profit match my bank account?
 • What’s driving my cash crunch?
 • Where can I cut expenses without hurting growth?
 • Should I invest in this opportunity or wait?

Question 3

How do we work together on Advisory?

Accepted Answer

Advisory is built into your monthly relationship with us. You’ll meet regularly with your advisory team to review numbers, spot patterns, talk through decisions, and look ahead. Between meetings, you can send questions as they arise — because good decisions rarely wait for month-end.

Our goal is to give you:

• Clarity in your numbers
 • Confidence in your direction
 • Proactive guidance (not reactive updates)
 • Strategy you can actually use
 • And a partner who understands the climb with you
It’s a real relationship — not a once-a-quarter check-in.

Question 4

What's included in advisory services?

Accepted Answer

This varies by your plan, but advisory can include:

• Regular strategy meetings
 • Cash flow planning
 • Forecasting
 • Pricing and profitability analysis
 • Hiring and compensation planning
 • Identifying financial risks and opportunities
 • Support for decision-making
 • Scenario planning (“What happens if…?”)
 • Metric tracking and interpretation

You get insight that turns your numbers into direction.

Question 5

I feel behind and overwhelmed — is Advisory still a good fit?

Accepted Answer

Take a beat. That’s actually when Advisory is most helpful.

Most of our clients don’t come to us feeling “caught up.” They come to us feeling overwhelmed or unsure, and Advisory helps them get unstuck. We meet you where you are, clean things up step by step, and help you build a system you can actually run — without judgment or lectures.
If your finances feel heavy right now, you’re not late…you’re right on time.

Our

MISSION

Our

MISSION

Our

VALUES

Our

VALUES

What

WE STAND FOR

WORKING

Together

OUR PRocess

Your

QUESTIONS ANSWERED

The DreamTeam

“If you are a dreamer come in
If you are a dreamer a wisher a liar, A hoper a pray-er a magic-bean-buyer, if you're a pretender come sit by my fire, For we have some flax golden tales to spin. Come in! Come in!”
- Shel Silverstein

Elevated in Numbers

Our

MISSION

Our

MISSION

Our

VALUES

Our

VALUES

What

WE STAND FOR

WORKING

Together

OUR PRocess

Your

QUESTIONS ANSWERED

The DreamTeam

“If you are a dreamer come in If you are a dreamer a wisher a liar, A hoper a pray-er a magic-bean-buyer, if you're a pretender come sit by my fire, For we have some flax golden tales to spin. Come in! Come in!” - Shel Silverstein

Elevated in Numbers

“If you are a dreamer come in
If you are a dreamer a wisher a liar, A hoper a pray-er a magic-bean-buyer, if you're a pretender come sit by my fire, For we have some flax golden tales to spin. Come in! Come in!”
- Shel Silverstein