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
Month
Cash In
Cash Out
Ending Cash
April
$90K
$80K
$60K
May
$110K
$95K
$75K
June
$100K
$90K
$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
$800–$1,600
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.
Book Free Consultation