Advisory
Decide with the numbers,
not after them.
Cash-flow forecasts, entity decisions, pricing and hiring plans, reviewed with your partner every month.
From $1,800 / month
12 months rolling forecast
A partner in the room when it matters.
Advisory clients get a rolling forecast, a monthly meeting and a partner on call for the decisions that don't wait: a hire, a lease, a lender.
Book a consultation
✓
Rolling 12-month cash-flow forecast
✓
Monthly partner meeting
✓
Entity and owner-pay reviews
✓
Lender and board packs
How a month runs
1
Week 1
Books close and the forecast rolls forward.
2
Week 2
Your partner flags what changed and why.
3
Week 3
Monthly meeting: decisions, not just numbers.
4
Any day
Questions answered within one business day.
Fees
Fixed. Your letter sets the figure before we start.
Advisory
$1,800
/ month
Forecast, monthly meeting and a partner on call.
Rolling cash-flow forecast
Monthly partner meeting
Lender and board packs
Advisory + books
$2,400
/ month
Everything in Advisory with the monthly close included.
Everything in Advisory
Books closed by the 10th
Payroll and sales tax filings
Project work such as a sale or acquisition is quoted on scope.
Estimators
What you will owe, and what we would charge
Two quick estimates from the figures you already know. Your partner confirms both at the first consultation.
★★★★★
We hired two crews last spring because the forecast said we could. It was right.
Marcus Hayes
Hayes Building Co. · client since 2014
Questions clients ask
Who is advisory for?
Owner-run businesses from about $1M to $25M in revenue that make decisions every month.
Do I need your bookkeeping too?
No, but the forecast is only as good as the books. Most advisory clients add the monthly close.
Can you help us get a loan?
Yes. We prepare the lender pack and sit in on the meeting if you want us there.
Free consultation
Bring last year’s return. We’ll take it from there.
An hour with a partner, at our office in New York or Montclair or by video. You leave with a written scope and a fixed fee.
What to bring
✓
Last year’s federal and state returns
✓
Recent bank and card statements
✓
Any IRS or state notices you have received
Eleanor Ashcombe
Managing partner · takes most first consultations
Tell us about your business
A partner replies within one business day.
CPAs for owner-run businesses and the families behind them.
118 West 27th Street, New York
21 Church Street, Montclair