Get senior-level accounting and financial analysis without treating every new question as a separate project. Your monthly plan brings together the services your business actually needs.
Analyze your general ledger and financial results, reconcile key balances, investigate unusual movements, and connect budget-to-actual and prior-period differences to business drivers.
What you receive: recurring management reports, cash inflow/outflow analysis, reconciliation follow-up, and a prioritized action list.
Get monthly financial clarity →Build and refresh cash budgets, integrated income statement/balance sheet/cash-flow forecasts, working-capital scenarios, and financing needs. Compare borrowing costs and debt repayment paths.
What you receive: a rolling planning model, documented assumptions, and updated scenarios as actual results come in.
Build your forward view →Evaluate equipment, expansion, keep-or-replace decisions, and competing projects. Use net present value, internal rate of return, payback, break-even points, and sensitivity analysis to understand the tradeoffs.
What you receive: an editable Excel decision model, an assumptions register, and a concise explanation of what would change the answer.
Explore your investment decisions →Clean and reconcile source data, investigate expense and volume patterns, build dashboards, and improve recurring reporting workflows with Excel, Power BI, Alteryx, DataSnipper, and appropriately controlled AI.
What you receive: maintainable models and dashboards, exception reports, documented logic, and repeatable refresh steps.
Get more from your data →Work through business combinations, goodwill and intangible assets, estimates, accounting policies, and reporting issues. Turn technical research into an answer your finance team can understand and support.
What you receive: scoped accounting memoranda, supporting schedules, policy documentation, and recurring technical consultation.
Add technical depth to your team →Improve close processes, document risks and controls, organize audit support, track remediation, and prepare management and board communications. Build capability through practical team training.
What you receive: a readiness roadmap, control documentation, organized evidence, and a clear owner for each management action.
Prepare for your assurance needs →These services are combined into an agreed monthly scope—not sold as unlimited, interchangeable tasks. You retain management decisions and responsibility for your records. No tax preparation, tax planning, or tax filings. Ordinary advisory analysis is not an audit, an attestation report, or a financial statement review engagement.