13-week cash flow forecast
Week-by-week visibility into inflows, outflows, and ending cash. Payroll, rent, taxes, and seasonality all modeled — so a tight week never arrives unannounced. Updated automatically as your books change.
Live dashboards
Revenue, gross margin, EBITDA, runway, and the KPIs specific to your industry — on one screen, current as of your last sync. No more waiting for month-end to know how the month went.
Scenario planning
Model a new hire, a price change, an equipment purchase, or a slow quarter — side by side against your base case. Every big decision gets a number before it gets a yes.
Driver-based 5-year model
A financial model built on the levers that actually drive your business — customers, pricing, capacity, headcount — not a spreadsheet of guesses. The backbone for budgets, goals, and financing conversations.
Monthly advisor reviews
A real advisor — not a chatbot — walks through your numbers with you every month: what happened, why, and what to do next. In plain English or Spanish, your choice.
Multi-year tax planning
A 3–5 year tax plan built on your confirmed facts — entity, filing status, compensation, retirement plan — with every dollar figure computed by a dedicated tax-policy engine, never estimated. Each strategy carries its tax-code citation, its deadline, its dollar impact, and a cash-feasibility check against your own 13-week forecast, reviewed and approved by a practicing IRS Enrolled Agent firm before it reaches you.