Cash flow forecasting
A rolling thirteen-week and twelve-month forecast built from your actual ledger, updated monthly, so funding gaps appear months before they arrive.
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AdvisoryThe decisions worth having are the ones made before year-end.
Compliance tells you what happened. Advisory changes what happens next — but only if the underlying books are clean and the conversation happens while the options are still open.
What is included
Everything in scope, listed plainly.
Included in your fixed monthly fee. If something falls outside it, we tell you before the work starts, not after.
Entity and structure planning
Entity choice, holding structures, and where profit should sit when you operate across two or three countries.
Owner compensation
Salary versus dividend, reasonable compensation, distributions and the timing that decides how much of your profit you actually keep.
Budget versus actual
Monthly variance reporting with written commentary. Not a spreadsheet dump — an explanation of what moved and what to do.
Margin and pricing review
Unit economics, product and customer profitability, and the pricing changes that move the number fastest.
Virtual CFO
Board and investor reporting, fundraising models, covenant tracking and a direct line to a senior advisor between meetings.
Worth knowing
Year-end planning, done in the third quarter
Most tax planning is only available before the year closes. We run a planning review with every advisory client in the third quarter: projected position, remaining levers, timing of capital purchases, compensation mix and any elections that need making. By the time the return is prepared, the decisions are already behind us.
Talk it through on a call
Twenty minutes, no cost, and a written scope within one business day.
By jurisdiction
The rules differ. Open your desk.
Same service, three rulebooks. Each country page lists the specific forms, cycles and statutory dates that apply.
Questions
Common questions.
Anything not covered here, ask on the call. There is no charge for questions.
Do I need advisory if my books are clean?
Not necessarily. Advisory earns its fee when there is a decision in front of you: hiring, expanding into a second country, raising money, restructuring or selling.
Is this tax advice?
We provide tax planning and structuring guidance within our professional scope, in writing, specific to your situation. Anything requiring legal opinion is referred to counsel.
How often do we meet?
Quarterly for advisory engagements, monthly for virtual CFO, and whenever a decision comes up in between. Fixed fees mean unscheduled calls are not billed.
Other service lines
Next step
Want this handled?
Book a call. We will scope the work, quote a fixed monthly fee and put it in writing within one business day.