Services

CPA-led advisory, scoped to the decision

Every engagement starts with the same question: What decision is this supposed to improve? Scope is fixed to that answer, so you always know what you are getting and why it matters.

Construction & Specialty TradesDistributionProfessional ServicesGrowing Owner-Managed Businesses

Business Clarity Assessment

A structured diagnostic of your financial position, controls, and reporting — with a prioritized action plan.

A fixed-scope review of how money actually moves through your business: margin by job or line, working capital, close discipline, and the reliability of the numbers you already use to decide.

What you receive

Financial health snapshot across cash, margin, and controls
90-minute executive review of findings
Prioritized action plan you can start the same week

Fractional Controller / CFO Advisory

Executive finance leadership without the full-time hire — close discipline, forecasting, and board-grade reporting.

Ongoing senior finance leadership sized to an owner-managed business: a reliable monthly close, forward-looking forecasts, lender and bonding support, and a steady hand on the numbers.

What you receive

Dependable monthly close and reporting calendar
Rolling forecast and scenario planning
Lender, bonding, and investor-ready packages

KPI Dashboards & Reporting

The five to seven numbers that actually run your business, delivered on a rhythm you will use.

We define the metrics that map to your operating model, source them from systems you already own, and put them in front of you on a cadence — not a 40-page pack nobody reads.

What you receive

A defined metric set tied to operating decisions
Automated reporting from your existing systems
Weekly or monthly review rhythm

Cash Flow & Profitability

Understand where cash is created and consumed — then change the drivers, not just the reports.

Thirteen-week cash forecasting, working capital analysis, pricing and job-level margin review, and a clear read on which work is worth taking.

What you receive

13-week cash forecast you maintain
Job, product, or client-level margin visibility
Pricing and working capital recommendations

Internal Controls

Practical safeguards sized to your business — protecting cash, assets, and your ability to sleep at night.

Segregation of duties, approval thresholds, cash handling, payroll and vendor controls, and system permissions — designed for a small team, not a Fortune 500 org chart.

What you receive

Control gap review across cash, payables, and payroll
Right-sized policies and approval thresholds
System and permission recommendations

Executive Decision Support

Analysis behind the decisions that matter: expansion, equipment, acquisitions, hiring, and exit readiness.

When a decision is large enough to change the trajectory of the business, you get a CPA-built model, a clear recommendation, and the assumptions written down.

What you receive

Modeled scenarios with stated assumptions
Clear recommendation and risk read
Post-decision tracking against the model

Most engagements begin the same way.

The Business Clarity Assessment tells us both what the business needs — before you commit to anything ongoing.

Is Sage a fit?