Business Advisory for clearer decisions and stronger cash flow

Practical financial and business guidance for owners who want to understand their numbers, improve profitability and plan their next stage with confidence. Start with a complimentary 30-minute consultation.

Business Advisory and Fractional CFO Support

Your financial information should help you decide what to do next. We work with you to understand cash flow, assess profitability and turn business goals into practical priorities.

Our advisory support connects financial planning with your day-to-day decisions, so you can identify pressures earlier and make informed choices about growth.

Send us a message

Please fill out the contact form below or contact us directly via phone or email. We strive to respond to all inquiries promptly and provide you with the exceptional service you deserve.

Summary of our advisory partnership entails:

  • In setting the foundation for success, we begin with discussions around strategic goals and targets that align with your overall vision and mission. Enough time must be spent laying this important foundation, which includes crafting realistic and measurable goals, creating actionable roadmaps, and establishing criteria for effectively monitoring performance against those goals.

  • Cash flow and liquidity management to stabilize and grow cash flow over time. We use various cash planning and management techniques.

  • Profit and gross margin optimization which may also impact both customer quality and revenue growth as needed.

  • Dashboard and scorecards to provide clear visibility and insight into business health and performance at a glance using charts, graphs, tables, etc.

  • Budgeting or forecasting over various time horizons.

  • Business risk mitigation, including financial and compliance risks.

  • Helping to formulate specific business policies, compensation packages, etc.

Ready To Start Your Journey?

Book Your Free 30-minute Consultation Today!

What Others Are Saying About Us

Our client's testimonials highlight our commitment to providing exceptional service, tailored solutions, and a

positive impact on your financial success.

★ ★ ★ ★ ★

I’m very thankful to have worked with Phillip to help reduce my tax liability. With the strategies he put in place, it helped me save over $28,000 in taxes!

V Hollerman
CEO/Owner
★ ★ ★ ★ ★

"If you’re seeking a specialist to assist with your individual or business taxes, NPM accounting is the way to go. Phillip is a professional, dedicated, passionate and an amazing candidate who has systems in place to secure your accounting needs 🙏😊🙏"

K Stuart
Business Owner
★ ★ ★ ★ ★

"Phillip is an accountant extraordinaire, he is my 4th and last accountant since I began my business and he has helped me in the best ways possible as my business grew and has grown with me as a partner and advisor."

S Bangoura
CEO/Founder
★ ★ ★ ★ ★

"As a new business owner I needed assistance with not only annual tax preparation but also tax planning. Phillip has been great to work with, he’s very knowledgeable, answers all of my questions quickly. I’ve happily recommended him to a few of my associates"

N Berger
CEO/Owner

Proudly Associated With

Our commitment to professional excellence is reinforced through continuous education, networking, and adherence to the highest ethical standards, providing our clients with the most reliable and informed accounting and tax services.