Strategic financial leadership for businesses that have outgrown DIY but aren't ready for a full-time CFO, delivered directly by Tim, not a junior team member.
Businesses between $500K and $10M in revenue live in a uniquely demanding spot. You've outgrown the "stuff it in a shoebox" approach. You have real employees, real customers, real obligations. But hiring a full-time CFO at $180K+ per year doesn't make sense, and probably won't for a while.
That's the gap we're built to fill. Not bigger than we need to be. Not smaller than you deserve.
"Our clients don't need someone to do the math. They need someone to help them decide what math to do, and what the answers mean for the business."
Advisory work is different from bookkeeping. Bookkeeping tells you what happened. Advisory work tells you what to do next. Both are valuable, but they require different skills, different conversations, and different levels of engagement.
When you engage Homeshore for advisory work, you get Tim directly, not a junior analyst, not a third-party partner. One advisor, 44 years of experience, deeply focused on your business.
Honest up front, so you don't waste your time or ours.
A proven 22-category framework that maps every place cash can leak, flow, or accumulate in a business. This is the backbone of every advisory engagement.
We run your business through the 22-category Homeshore Method™ analysis to identify exactly where you're strong, where you're leaking, and where you're vulnerable. No guessing.
Not every finding gets addressed at once. We identify the three to five highest-impact areas, the fixes that will move the needle most, soonest, and sequence them properly.
Systems and rhythms that actually stick. Weekly A/R reviews, monthly financial reviews, quarterly strategic check-ins. Discipline wins over heroics.
13-week rolling cash forecasts, annual budgets, and multi-year scenarios. The forward-looking work that turns reactive operators into proactive leaders.
Comparing your performance against industry peers using real NAICS-matched data. Where are you over-performing? Where's the gap? What's the right goal?
Every quarter we review progress, adjust the plan, and add what's next. The engagement gets more valuable over time as we understand your business more deeply.
Behind every advisory engagement is a working set of twenty-five tools, organized into three phases. We assess where your business actually stands, craft the plan around what the numbers show, and execute it with instruments built for forward decisions. We bring the tools your situation calls for, and only those.
Understand exactly where the business stands before changing anything.
Turn the findings into a plan: where cash is trapped, what it costs to operate, how to price and fund the work.
Put the plan into motion and keep it pointed forward.
What advisory clients actually receive, and how we work together month to month.
A structured conversation reviewing the prior month's performance, cash position, and what needs to change before next month closes.
Rolling forecast updated weekly so you always have a clear three-month view of incoming and outgoing cash.
The 5-8 metrics that actually matter for your business, tracked consistently over time, delivered in formats you can read at a glance.
Deeper sessions covering budget variance, market changes, capital allocation, and the strategic decisions coming up next.
A real budget built from the ground up, revenue, costs, capital needs, hiring, and the assumptions behind each number.
When something comes up between scheduled meetings, you can reach us directly. No gatekeepers, no tickets, no queues.
Polished, professional reports that make your organization look like the serious operation it is, to lenders, investors, and boards.
When a big decision comes up, hire, expand, acquire, exit, you have a sounding board with 44 years of financial experience.
Advisory engagements are scoped to your business. There are no pre-packaged bundles, because no two businesses have the same gaps, goals, or needs. Every engagement comes with clearly defined deliverables and pricing we walk you through up front, so you know exactly what you're paying and exactly what you're getting. No surprises, no hidden costs, no games.
Most advisory relationships land in the range you'd expect for this level of strategic support, substantially less than a full-time CFO, substantially more than transactional bookkeeping. The specific number depends on complexity, cadence, and what you need us focused on.
"Fair to everyone. That's the test I apply to every engagement. Fair to the client, fair to the firm, fair to the work it takes to do things right. If it fails that test, we don't do it."
The first conversation is 15 minutes. We talk about your business, where you are, and where you want to be. If advisory work makes sense, we'll scope it. If it doesn't, we'll tell you that too, and point you toward what does.
Or quantify what your hidden leaks are actually costing you: Take the Hidden Cost Scorecard →