Serving the san francisco bay area + beyond since 1976
Serving the san francisco bay area + beyond since 1976
50
years
EST. 1976
ADVISORY SERVICES
Advisory
Know Your Numbers + Know What to Do Next
You started your business to build something successful. And as your business grows, the questions get bigger. Are we truly profitable? Where is our cash going? Can we afford to hire? Should we expand? Are our financial processes keeping up? What needs to happen now if I eventually want to sell or transition the business?
B+Co Advisory Services help turn your financial information into answers you can use. We give you the financial visibility, ongoing support, and strategic guidance to make decisions with greater confidence—and more time to focus on running your business.
ADVISORY SUPPORT THAT GROWS WITH YOU
Advisory
Choose the Level of support your business needs
Not every business needs a CFO. And not every business needs the same level of financial support. Our three advisory levels of support are designed to meet you where you are today and provide greater support as your business becomes more complex.
Level I: Foundation
Foundation helps take the day-to-day accounting burden off your plate while creating the accurate, timely financial records you need to understand your business.
Level II: Growth
In addition to all of the services in Level One of Foundation, this level adds planning, forecasting, financial analysis, and regular advisory conversations so you can better manage cash, control spending, improve profitability, and prepare for what’s ahead.
Level III: Strategy
With this package you also receive all the services included in Levels One and Two. Strategy provides deeper financial leadership for owners navigating greater complexity, significant growth, long-term planning, risk, or an eventual business transition.
ADDITIONAL ADVISORY SERVICES
Advisory
Extra Support + Expertise When the Situation Calls for It
Your needs may not always fit neatly into a package. As your business changes, you may need additional help with a specific challenge, opportunity, or transition. Depending on your situation, additional advisory support may include:
- Fractional CFO services
- Dashboard implementation and monitoring
- Mergers, acquisitions, and financial due diligence
- Succession and ownership transition planning
- Accounting process and internal control reviews
- State and local tax compliance
- Tax planning
- Payroll processing
- HR consulting
- Cybersecurity
- Wealth management
- Estate planning
The Result
We’ll help you determine what you actually need—without adding services simply for the sake of adding them.
Start With a Conversation
You don’t need to know which package you need before contacting us. Tell us what’s happening in your business, what’s keeping you from moving forward, and what you’re trying to accomplish.
We’ll help you determine the level of financial support that makes sense.