Cash flow planning
Forecasting and scenario models so you know what hiring, expansion, or debt means for runway.
Business advisory
Business Advisory
Entity structure, cash flow planning, and growth-stage financial guidance.
What's included
Everything we deliver in this engagement
Entity and tax structure
Guidance on S-corp vs LLC, partner allocations, and changes as you scale.
KPI dashboards
Simple metrics tied to how you operate, not vanity numbers that fill a slide deck.
Strategic sessions
Regular working sessions with leadership on growth, pricing, and capital decisions.
Process
Advisory from diagnosis to decision
We start with your numbers and goals, then build recommendations you can execute with your team.
We review books, tax posture, and operating model to understand constraints and opportunities.
We build scenarios for the decisions on your desk, hires, locations, financing, or exits.
We present findings with clear tradeoffs and align on a prioritized action plan.
Monthly or quarterly check-ins keep plans current as the business changes.
Deliverables
Outcomes you leave with
Advisory work ends with decisions you can act on, not a binder that sits on a shelf.
Schedule a consultation- Cash flow forecast with documented assumptions
- Entity and tax structure recommendation memo
- KPI pack tailored to your operating model
- 90-day action plan with owners assigned
- Follow-up session 30 days after delivery
Who it's for
For leaders ready to scale with intent
Growth-stage CEOs
Partnerships and co-founders
Pre-transaction operators
Family office leads
FAQ
Everything you need to know before starting
It can stand alone or layer on top of clean books and tax prep. Most advisory clients use at least one other Accru service.
Typical engagements include monthly or quarterly sessions, plus async support between meetings.
For many mid-market businesses we provide fractional CFO coverage, strategic without full-time overhead.
“We had been struggling with the same bookkeeping bottlenecks for years before Accru. By the end of the first quarter, we had a clear financial picture our entire leadership team could work from.”