Service
Advisory
Once the books are current, we sit down each quarter to talk margin, cash and what to do next: hiring, pricing, an entity change or a second location.
Who it is for
- Owners with current books who want a second opinion
- Businesses considering a hire, a loan or a new location
- Owners thinking about an S-corp election or selling
What is included
- A quarterly one-hour review with a partner
- Cash-flow forecast for the next twelve months
- Entity and owner-pay guidance
- Support for lender and landlord requests
Quotedon your call, never hourly
How it works
- 01
Talk
A short call about what you are trying to decide.
- 02
Model
We build the numbers behind each option.
- 03
Decide
You get a one-page recommendation and our reasons.
Start with advisory.
Twenty minutes, no obligation. We tell you what it takes and what it costs.
Prefer to talk now? Call (312) 555-0148 Mon–Fri 8:30–5:30 CT.