A cadence, not a retainer.
Monthly close & reporting review
Every month we review a consistent set of financial reports so patterns become visible over time.
Rolling forecast & cash view
A 13-week rolling forecast, updated monthly, with scenario adjustments for what is being pursued.
Strategic decision support
Pricing, hiring, contracting, and expansion decisions evaluated against the current financial and operational picture.
Quarterly business review
A deeper look at margin, capacity, and opportunity — with the roadmap adjusted for what has changed.
Between-meeting responsiveness
Direct access to Entage for decisions that cannot wait for the next scheduled review.
Starting from $2,000 per month
Scoped by complexity — entities, transaction volume, decision cadence, and stakeholder count. Business Review typically precedes advisory so the rhythm begins with a clear roadmap.
What to expect from Advisory.
What's included?
Monthly close and reporting review, a rolling 13-week forecast, strategic decision support, a deeper quarterly business review, and direct access to Entage between meetings.
What is the timeline and cadence?
Advisory is a monthly engagement. We meet once a month for the core review, with a deeper quarterly business review and availability between meetings for decisions that cannot wait.
Who is this engagement for?
Owners and leadership teams who want a consistent financial operations partner. It fits when the business has outgrown reactive bookkeeping but is not yet ready for a full-time CFO or COO.
Do I need the Business Review first?
Most advisory engagements begin with a Business Readiness Review so we start with a clear roadmap. If you have recently completed one with us, we can transition directly.
Can Advisory include additional buildout work?
Yes. Advisory surfaces new priorities over time. When a system needs deeper work, we can scope a separate Focused Buildout without disrupting the monthly rhythm.