Strategic
Financial Guidance
Beyond bookkeeping and taxes, your Houston business needs strategic financial guidance. We help you understand your numbers, plan for growth, and make confident decisions backed by data - not gut feelings.
Advisory Services
- Business Valuations
- Financial Projections & Forecasting
- Cash Flow Analysis & Improvement
- Profitability Analysis
- Growth & Expansion Planning
- Loan & Funding Preparation
What We Offer
Data-Driven Decisions
for Houston Businesses
Every successful business decision starts with understanding the numbers. We translate complex financial data into actionable insights that help you grow confidently.
Business Valuations
Thinking about selling, bringing in partners, or just want to know what your business is worth? We provide professional valuations using industry-standard methodologies.
Financial Projections
Where will your business be in 1 year? 5 years? We create detailed financial projections that help you plan for growth, secure funding, and set realistic goals.
Cash Flow Analysis
Cash flow problems kill profitable businesses. We analyze your cash cycle, identify bottlenecks, and implement strategies to improve liquidity and predict cash needs.
Profitability Analysis
Which products, services, or clients actually make you money? We break down your profitability by segment to help you focus on what works and fix what doesn't.
Growth Planning
Ready to expand? We help you plan for growth strategically - determining capital needs, hiring timelines, facility requirements, and milestones to track progress.
Loan Preparation
Need a business loan? We prepare the financial documentation lenders require - organized financials, projections, and supporting materials that present your business professionally.
FAQ
Financial Consulting
Questions Answered
How is this different from my CPA?
CPAs typically focus on compliance - ensuring your taxes are correct and financials follow GAAP. Financial consulting is forward-looking and strategic - helping you make better business decisions. We complement CPA services rather than replace them.
How much does a business valuation cost?
Valuation fees depend on the complexity of your business and the purpose of the valuation. Simple valuations for internal planning start around $2,500. More comprehensive valuations for sale, litigation, or estate purposes cost more. We provide clear quotes upfront.
Can you help me get a business loan?
We prepare the financial documentation lenders require - organized historical financials, professional projections, and supporting analysis. While we can't guarantee approval, businesses with professional financial packages have significantly higher success rates.
Do I need consulting if my business is doing fine?
"Fine" often means you're leaving money on the table. Even successful businesses benefit from periodic financial analysis - identifying hidden profitability issues, optimizing pricing, or planning for the next phase of growth. Think of it like a business checkup.
Make Smarter
Business Decisions
Your business deserves strategic financial guidance. Schedule a consultation to discuss how we can help you understand your numbers, plan for the future, and grow with confidence.