Business Advisory
The numbers behind your next decision.
The problem
Hiring, raising prices, buying equipment, taking on debt, opening a second location — these are financial decisions, and most owners make them on instinct because nobody has laid out the numbers.
What's included (scoped to your engagement)
- Annual budget and monthly budget-vs-actual reporting
- 13-week cash-flow forecast, updated regularly
- Pricing and profitability analysis by service, product, or job
- Financial modeling and scenario planning for a specific decision
- KPI dashboard — the handful of numbers that actually run your business
- Loan and lender package preparation
- Quarterly strategy sessions
Who it's for
Established businesses (roughly $750k+ in revenue), multi-entity owners, and owners preparing for a loan, a hire wave, or a sale.
How it connects
Roots Tax Pro provides advisory and planning, not audits, business valuations for legal purposes, or formal due diligence. When you need those — or a fairness opinion, or investor-ready audited financials — we'll bring in a licensed CPA and work alongside them.
Questions
Common questions
Is this the same as a fractional CFO?
It’s CFO-level advisory support — budgeting, forecasting, modeling, and strategy. Work that requires a CPA license (audits, formal valuations, attestation) is referred to a partner CPA.
Do I need the monthly bookkeeping too?
Yes. Advisory is only as good as the books it’s built on, so it’s layered on top of the Growth Partner package.
Let's talk about your numbers.
A free 30-minute call. We'll look at where your business stands, what's working, and where Roots Tax Pro can help. No pressure, no obligation.