Monthly Cash-Flow Advisory
Simple monthly reporting, forecasting, and financial guidance.
Financial Planning & Cash-Flow Advisory for Small Businesses
Helping Small Businesses Understand Their Numbers
Simple, practical financial guidance for business owners who want clarity around cash flow, profitability, and planning.
90-Day Cash Forecast
Example Client Overview
Healthy Cash Position
April
Cash In$90K
Cash Out$80K
Ending Cash$60K
May
Cash In$110K
Cash Out$95K
Ending Cash$75K
June
Cash In$100K
Cash Out$90K
Ending Cash$85K
Core Services
Financial clarity and practical cash-flow guidance tailored for small business owners.
90-Day Cash Forecasting
See upcoming cash needs before problems happen.
Expense & Profit Review
Identify cost-saving opportunities and improve profitability.
Budget Planning
Build practical annual and quarterly budgets.
Loan Readiness Support
Prepare clean financial packages for banks and lenders.
Business Financial Coaching
Plain-English guidance for better financial decisions.
Industries Served
Practical financial guidance across multiple small business industries.
Dental & Medical Practices
Restaurants
Contractors & Home Services
Professional Services
Retail Businesses
Landscaping Companies
Consulting Firms
Family-Owned Businesses
Financial Guidance Without Complexity
SRS Simple Finances helps small business owners understand their numbers, improve cash-flow visibility, and make confident financial decisions without overwhelming spreadsheets or corporate jargon.
Monthly financial clarity reports
Simple cash-flow forecasting
Owner-focused financial guidance
Professional yet approachable service
Average Client Revenue
$500K–$5M
Monthly Advisory Packages
Starting at $800
Focus
Cash Flow • Clarity • Planning
Let’s Simplify Your Business Finances
Schedule a consultation to discuss your business cash-flow, forecasting, and financial planning needs.
info@srssimplefinances.com
Phone
(561) 667-0842
Location
Weschester County, NY