Welcome to Cash Flow Advisory
Bookkeeping & Fractional CFO Services for Small to Medium Size Businesses
We complete your books monthly and then provide one clear path to help you achieve consistent positive cash flow.
Welcome to Cash Flow Advisory
Bookkeeping & Fractional CFO Services for Small to Medium Size Businesses
Get a better understanding of how your business is doing by allowing us to provide a financial health check. Once this is completed, we can give you actionable items to help you grow a profitable business.
We are passionate about helping small businesses succeed, and therefore want to assist them in managing their cash flow.
If your business has orderly accounting reports, an accurate cash flow forecast and functional knowledge on how to streamline the bookkeeping, its chances of thriving increase drastically!
With Cash Flow Advisory, you gain all of this AND the advantage of not doing any of the paperwork or stressful calculations yourself.


Why Choose Us
We can help you keep your books up to date and help you generate consistent positive cash flow.
You shouldn’t have to become an accountant for your business to thrive. We handle all your bookkeeping needs, to relieve you of the stress of dealing with exhausting accounting and financial paperwork.
Fractional CFO
Certified Bookkeepers
Saving You Time
Quality Service
Our Services
Here’s what we can do for you
Monthly package pricing customized to your company’s needs!

Fractional CFO

Metrics Reporting

Monthly Bookkeeping

Payroll

GST Returns

Onboarding

Clean Up Books

Consulting
Testimonials
Reviews from businesses we have worked with

Med, BSW President, RBH Wellness Solutions, LLC Consultant, Continuum Consulting Services Raleigh, NC USA
I am very pleased with the ease of transition from Sage 50 to QBO and the excellent information and support provided by Trish throughout this process. It was quick, simple and painless.
CHRA Lumas Inc.
One of the things I appreciate the most is that Trish does what she said she would, when she said she would do it. That’s invaluable for any small business, and there’s no time wasting involved. My stress levels have dropped because I know I have the best team on my side. Highly recommended.
Britewrx Inc
Our Process
Easy Steps To Get Your Solutions
01.
Book a Free Consultation
Click on the link to schedule free consults on Zoom, where we better understand your needs and you ask us any question you need answers to.
02.
Change to Proposal
After the consult, we will send you a proposal with options to choose from. Make you selections and send it back to us.
03.
Contract
Contracts are on a month to month basis with a retainer paid on the 1st of each month
Trish has been a lifesaver! I started my small business in 2018 and have been managing my books myself and was not very good at it. Trish has been able to help me put systems in place to make the process easier and has freed up my time to focus on doing the work. I highly recommend her to anyone, especially small business owners.