Business Advisory
A financial partner for the decisions that shape your business.
Most business owners don’t need a full-time CFO. They need someone who understands their numbers, can see around corners, and will give a straight answer when a decision comes up.
Advisory work turns your financial information into a plan: where the business is, where it’s heading, and what it will take to get there.
What’s included
- 01
Cash-flow planning
Understanding when cash comes in and goes out, so you can plan for payroll, taxes, and investments.
- 02
Budgeting
A realistic budget built from your actual results, and a way to track against it.
- 03
Forecasting
Projecting revenue, expenses, and cash so you can evaluate decisions before you make them.
- 04
Profitability analysis
Understanding which products, services, customers, or locations actually make money.
- 05
Growth planning
Thinking through hiring, expansion, financing, and pricing with a financial lens.
- 06
CFO-level support
Ongoing financial guidance and review for businesses that need more than compliance.
How we work
- Step 1
Start from accurate numbers
Advisory only works if the underlying books are right.
- Step 2
Understand the goals
What you’re trying to accomplish, and on what timeline.
- Step 3
Build the model
Budgets, forecasts, and analysis tailored to the decision at hand.
- Step 4
Review regularly
Ongoing check-ins to compare results against the plan and adjust.
Common questions
What does a CPA advisor actually do?
Helps you understand your financial results, plan for cash and taxes, evaluate decisions before you make them, and track progress over time. It’s the part of accounting that looks forward instead of backward.
We’re profitable, but we never seem to have cash. Why?
Profit and cash are different. Growth, inventory, receivables, debt payments, owner draws, and taxes can all consume cash even when the income statement looks healthy. A cash-flow review usually shows exactly where it’s going.
Let’s talk about advisory.
Share a little about your situation and you’ll hear back from Alec directly with next steps and a quote.
Or email alec@albannacpapllc.com