Services
Focused financial working sessions
Each session takes one important question and works it through to a clear answer and a plan. Most are one-time. Some lead to bigger work. That part is up to you.
Featured sessions
Where most owners start
Each session is built around one clearly defined question, using selected financial reports and the supporting data that question needs.
Keep more of what you earn
Where Is Your Profit Going?
For you if sales are growing but profit isn't keeping up, or you're not sure which services, jobs or customers really make money.
What we do: pick one area of the business, look at where margin is slipping, and show what improving it could be worth.
What I'll need: your recent P&L, supporting detail for that one area, and the question you want answered.
Get control of your cash
Why Is Cash Still So Tight?
For you if the business looks profitable but cash keeps running short.
What we do: look at what's putting pressure on cash and where money is tied up, then point to the few changes that deserve attention first.
What I'll need: your recent P&L and balance sheet, receivables and payables reports, and any large payments coming up.
Make your next move with confidence
Know Your Numbers. Know Your Next Move.
For you if you get financial statements but aren't sure what they're telling you.
What we do: go through your recent statements, explain how the business is performing, name the few numbers worth watching, and connect them to the decision in front of you.
What I'll need: your most recent financial statements and the decision on your mind.
More questions we help answer
What's free and what's paid
Financial Clarity Session
A 20-minute conversation. We'll talk about your business, what you're trying to solve, and whether I can help. No obligation, just a straightforward conversation about your options.
If it's a fit, I'll follow up with a proposal for a paid working session.
Working session
Focused work on one agreed question, ending with a one-page Financial Findings & Opportunities Brief:
- Where things stand
- What's at stake, in dollars where the data supports it
- What to do next
- How to move forward, on your own or with help
Plus a call to walk through it together.
Not included in a working session: tax returns or tax advice, bookkeeping cleanup, or implementation. Those are scoped separately when needed.
Pricing
Most sessions are $750 to $1,500, depending on the question and how ready your information is. You get a fixed price before any work starts. If your books need cleanup first or the question needs heavier modeling, I'll scope that separately and tell you up front.
Bigger projects and ongoing support
Some owners want more after the first session. I also take on larger projects, like cash flow forecasting, QuickBooks and systems implementation, and transition support, and a small number of ongoing advisory relationships. Those usually grow out of working together first.
Working with your CPA
You don't need to replace your CPA or bookkeeper to work with me. I work alongside them.
I'm not a CPA, and I don't prepare tax returns or give tax advice. I can help get your records organized ahead of tax time, and introduce you to qualified independent tax professionals when you need one.
Start with a conversation.
Twenty minutes, free, no obligation. If I can help, I'll tell you how. If I can't, I'll tell you that too.
troy.carson@carsonac.com