Monthly financial reporting and advice for small businesses, from a licensed CPA. A fixed monthly fee, the same reports on the same day, and someone to call when a decision costs real money.
Start with a Financial Health Review Two weeks, and a written plan you keep either way.Every month runs the same way. You always know what is coming and when.
Same format every month, written in plain English. This page is from a sample package for a made-up HVAC contractor. The full statements are attached behind it.
Keystone Mechanical Services — monthly financial package
Revenue held steady but customers paid slower again. The credit line is now carrying $195,000.
| July | June | Change | |
|---|---|---|---|
| Revenue | $271,400 | $268,900 | +$2,500 |
| Gross margin | 32.1% | 33.4% | −1.3 pts |
| Net income | $12,300 | $18,600 | −$6,300 |
| Cash on hand | $132,000 | $147,000 | −$15,000 |
| Days to get paid | 61 | 58 | +3 days |
You made money in July, but customers owe you $27,000 more than they did a month ago, so that profit is sitting in receivables instead of the bank. It's the fourth month in a row. The shortfall came out of the credit line.
Every engagement is quoted once I've looked at your books and understand what the work actually involves, and the number is agreed in writing before anything begins. No hourly billing, no invoices that surprise you, and no charge for phone calls. If your business changes enough that the fee should change, we talk about it before it does.
For businesses without a bookkeeper. I own the whole thing.
Limited availability. I take on a small number of full-service clients so the reporting stays on schedule.
For businesses that already have a bookkeeper doing the day-to-day.
For growing businesses that need financial leadership without the salary.
Before anyone signs up for anything monthly, I spend two weeks in your numbers and tell you what I find. It's a fixed fee, quoted up front, and it's useful whether or not you ever hire me again.
A one-person firm claiming to do everything is telling you something. Here is where I stop, and I will point you to someone good in each case.
I'm Chris Popovici, a licensed CPA. I've spent my career on the side of accounting where the numbers have to hold up — to auditors, to regulators, and to boards. Lintel Advisory brings that same standard to businesses that need it but can't yet justify a full-time controller.
The person who reviews your books is the person who writes your report and the person who picks up the phone. I take on a small number of clients at a time, and if what you need is bigger than that, I'll tell you early and help you find the right fit.
A short call, no charge and no pitch. If I'm the right fit I'll say so and send a quote. If I'm not, I'll tell you who is.
Book a call 30 minutes, no charge.Send a note instead. I'll reply within a few days.