Advisory
Small-business advisory
Practical advice on cash flow, owner pay, pricing and growth — based on your real numbers, not generic tips.
- Who it's for
- Owners who want a sounding board between tax seasons.
- Turnaround
- Sessions booked within a week
- Deadline to know
- Best before your fiscal year-end
What's included
- Cash-flow forecast for the next 13 weeks
- Owner pay planning: salary, dividends or a mix
- Budgets and simple key-number dashboards
- Pricing and margin reviews
- Preparing for a bank loan or lease application
- Year-end tax planning check-in
How it works
- 1
Brief
Tell us the decision you're facing.
- 2
Analyse
We look at your books and model the options.
- 3
Talk
A 60-minute session with clear recommendations.
- 4
Follow through
A short written summary and next steps.
Documents checklist
0 of 3 ready
Tick items off as you gather them — your progress stays in this browser only. Bring or upload what you have; we'll ask for the rest.
Questions about advisory
Is advisory included in the monthly packages?
Steady includes a quarterly check-in and Scale includes a monthly one. Launch clients can book sessions as needed.
Do you give investment advice?
No. We don't sell or recommend investment products. We'll work alongside your financial adviser if you have one.
Can you help me prepare for a bank meeting?
Yes — we can prepare financial statements, projections and a summary your lender can read quickly.