Definition
Advisory Services
Advisory is what an accounting firm does when it stops being a vendor and starts being a partner. Real advisory means knowing the business well enough to weigh in on big decisions before they're made — not just explain them afterward.
When It Matters
When you're considering a major decision: acquisition, expansion, owner transition, financing, or a strategic pivot.
Related Services
Explore the service that puts advisory into practice:
Common Questions
Is advisory included with monthly accounting?
For our ongoing monthly clients, routine advisory is built into the engagement. Larger or one-off projects are scoped and quoted separately.
R · Related Terms
Accounting
Balance Sheet
A snapshot at a single point in time of what a business owns, owes, and the owners' equity in it.
Accounting
EBITDA
Earnings before interest, taxes, depreciation, and amortization — a common proxy for operating cash generation.
Accounting
Reconciliation
Comparing your accounting records against an outside source — usually a bank or credit-card statement — to confirm they agree.