Small Business Advisory Services

ABOUT Accutax

Financial statements tell you what happened. Effective advisory services help you understand why it happened, what may happen next, and what management should do about it.

Accutax Business Center provides financial advisory and performance analysis services to small and growing businesses that need more than bookkeeping and annual tax preparation.

Our advisory services can include:

  • Financial performance analysis
  • Management reporting
  • KPI development and monitoring
  • Cash-flow analysis
  • Budgeting
  • Financial forecasting
  • Scenario planning
  • Profitability analysis
  • Revenue and margin analysis
  • Expense management
  • Working-capital analysis
  • Accounts receivable analysis
  • Break-even analysis
  • Management recommendations and action plans

Know the Numbers That Drive Your Business

Instead of overwhelming management with financial statements and dozens of ratios, we focus attention on the measures that matter most to the business.

Depending on the company, these may include revenue growth, gross margin, operating margin, cash flow, accounts receivable days, utilization, client concentration and other operational KPIs.

Forecast Before You Decide

What happens if revenue increases but collections slow?

Can the business afford another employee?

What happens to cash if a major customer pays 30 days late?

How much revenue is required to break even?

We use forecasting and scenario analysis to help management evaluate these questions before making important decisions.

From Accountant to Financial Advisor

Our goal is to give business owners regular financial insight—not simply historical reports at tax time.

Small Business Advisory

Typical Client Investment

Ongoing advisory engagements typically range from $1,000 to $3,500+ per month, depending on the complexity of the business and the level of financial analysis, forecasting, management reporting and advisory support required.

We first assess your current financial reporting, business objectives and management needs before recommending an appropriate level of service.

START AT 

$1,000 to $3,500 +

Understand Where Your Business Is Going

Turn accounting data into actionable financial intelligence.