Cash flow forecasting
Look ahead at expected receipts, upcoming bills, and other known commitments. We discuss the assumptions behind a forecast and where timing could create pressure.
Financial consulting
Turn your reports
into a clearer plan.
When your books are organized, you can ask better questions about your business. Our consulting support helps bookkeeping clients interpret performance, plan cash needs, and weigh decisions using the financial information we already work with.
Available to Wrap Up bookkeeping clients who want more help understanding results, planning ahead, or improving financial workflows.
Useful conversations, grounded in your books.
Your agreement defines the services included. We confirm scope and pricing before work begins.
Budgets and planning
Build a financial plan around your operating goals, then compare actual results with expectations. Use the differences to focus your next questions and decisions.
Performance reviews
Explore revenue, expenses, margins, and changes over time. Where your books support the detail, we can look at results by property, project, or business activity.
Decision support
Consider how a potential hire, recurring expense, or change in revenue might affect your plan. We can discuss scenarios and their assumptions; the final business decision stays with you.
Controller support
Discuss more involved financial oversight, reporting needs, and month-end coordination. We agree on the responsibilities and level of involvement your business needs.
Workflow improvements
Review how bills, approvals, receipts, and reporting are handled. Identify practical changes to responsibilities and tools that can make your financial process easier to manage.
Working together
A clear process from the start.
- 01
Choose the question
Start with a specific decision, concern, or reporting need you want to work through.
- 02
Review the numbers
Use your bookkeeping records alongside the assumptions and business context you provide.
- 03
Agree on next steps
Discuss the findings, actions, and whether a future review would be useful.
Questions before you get started.
Is consulting included in bookkeeping?
Not automatically. We agree on any consulting work and its price separately so you know the scope before it begins.
Can I book consulting without bookkeeping?
Our consulting services are available to Wrap Up bookkeeping clients. This allows the work to build on records and processes we already understand.
Can a forecast tell me exactly what will happen?
A forecast is a planning tool based on assumptions, not a guaranteed outcome. We help you understand those assumptions and update the picture as circumstances change.
Can we focus on one issue?
Yes. Tell us the question you want to answer. We can discuss a focused scope or more ongoing support, depending on your needs.
Let’s talk