Budgeting and cash flow
A forecast you can trust, so you know how much cash you'll have before you need it.
CFO advisory
A finance partner for the moves that shape your future. We turn your numbers into a clear recommendation, so you decide with confidence instead of instinct.
They go beyond the basics and make managing my finances so much easier!
BUILDOROregon Builder & RemodelerDecisions we help you make
A forecast you can trust, so you know how much cash you'll have before you need it.
When to hire, what you can afford to pay, and what each new role needs to return.
New locations, equipment and lines of business, modeled before you sign.
Valuation, deal structure and what the combined numbers look like after closing.
Passing the business on or down, with the tax side planned from the start.
Getting the business ready to sell and keeping more of what it sells for.
What you get
Every engagement ends with a recommendation you can act on, built from your own numbers.
Hire one now and the second in Q3. You keep a 4-month cash cushion and reach the same revenue by year end.
How an engagement runs
We learn the decision in front of you and what matters most to you.
We build the options from your real numbers, including the tax side.
You get a clear answer and the reasons behind it.
We track results against the plan and adjust as things change.
Big decision ahead?
Average response time under 24 hours