A working session on your cash, not a slide deck.

Advisory here means sitting with your own numbers: what is in the account, what is already spoken for, what you paid yourself, and whether a hire or a piece of equipment fits. It is not a product pitch and it is not investment advice.

The useful version of this conversation happens after the books are current. If they are not, we start with bookkeeping or a catch-up.

Included

• One working session a month for clients whose books we keep
• A written follow-up of what we decided
• A look at owner pay, margins, and upcoming cash

Not included

• Investment, securities, or insurance advice
• Loan brokerage
• A forecast built on books that are not caught up