Two women reviewing work together at a desk

Advisory for owners

Decisions made with the figures in front of you.

A forecast you can change, a standing monthly call with your partner, and entity and pay decisions written down before year end.

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The forecast

Cash for the weeks ahead, updated after every close.

Your partner rolls the forecast forward each month and walks you through what moved. Decisions come with the figures behind them.

Rolling
A forecast you can change
Monthly
A standing call with your partner
In writing
Every decision, with the figures
Three colleagues in a bright meeting
Updated after each monthly close.
Linda Hollis holding a clothes hanger in her boutique

Client story

Opening the second shop came down to one memo and one call. We still read that memo before every big decision.

Linda Hollis Owner, Hollis Street Boutique
Services
Advisory, tax
Client since
2020
Partner
Eleanor Ashcombe
How a quarter runs

From closed books to a decision

Each month builds on the last close, and each quarter ends with the calls you have to make.

01

Baseline

Books reconciled and the forecast set from them.

02

Forecast

A rolling forecast you can change, updated after each close.

03

Review

Your partner goes through what moved and why.

04

Decide

Hires, loans and pay decided in writing, with the figures.

Fees

What it costs

Two ways to engage us for advisory. Your engagement letter fixes the figure before work begins.

  • EntitiesEach entity after the first
  • Forecast detailWeekly or monthly
  • Board or lender reportingPer pack
  • Books kept elsewhereReviewed once, up front
Estimate your fee
Eleanor Ashcombe

Eleanor Ashcombe quotes every advisory engagement.You get the fee in writing within two business days of your consultation.

Owners and their business

Books and tax

Business and owner returns filed from books we close every month.

From $950 / month

  • Everything in Bookkeeping
  • Business return, 1120-S or 1065
  • Owner's personal return
  • Quarterly estimates from real figures
Book a consultation
For growing owners

Growing companies

Advisory

Forecasting, entity decisions and a standing monthly review.

From $1,800 / month

  • Everything in Books and tax
  • Rolling cash-flow forecast
  • Monthly partner review
  • Lender and board packs
Talk to an advisory partner
Your team

Who works on your forecast

A tax partner joins the calls that touch owner pay and entities, a senior accountant keeps the forecast, and your client service manager keeps the calendar.

  • Daniel Reed

    CPA, CFP, Tax partner

    Joins the calls on owner pay, entities and multi-state questions.

  • Brian Hughes

    Brian Hughes

    CPA, Senior accountant

    Updates the forecast after each close.

  • Lauren Mitchell

    Lauren Mitchell

    Client service manager

    Sets the monthly call and gathers what it needs.

Questions

About advisory

Anything else goes to your partner at the consultation.

Do you need to keep our books?

We can start from books kept elsewhere. We review them first, because a forecast needs reconciled figures.

How often do we meet?

Once a month on a standing call with your partner, and in between when a decision cannot wait.

Can you prepare a pack for our lender?

Yes. We prepare the statements and commentary a lender or board asks for, on their timetable.

Is advisory the same as financial planning?

Advisory covers the business and the owners' pay from it. Personal investment advice is outside the engagement.

Consultation

Talk to an advisory partner

An hour at our office or by video. Bring your latest statements and the decision on your mind.

A man reviewing figures on a laptop