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Advisory

Advisory Services

A senior finance partner in your corner, without the full-time salary.

Colleagues in discussion at a desk in a bright office

What advisory looks like at Alic

Once the books are clean, the interesting questions start: Can we afford another hire? Which service line should we grow? What will the bank want to see? Our advisory practice sits on top of your bookkeeping so the answers come from real numbers, not estimates.

  • Monthly or quarterly strategy sessions with a senior advisor
  • Cash flow planning and 12-month rolling forecasts
  • Pricing, margin, and break-even analysis
  • Budgeting and scenario modeling for hiring, expansion, or new locations
  • Lender, investor, and buyer readiness packages
  • KPI selection and a dashboard you'll actually look at

Fractional CFO

For businesses between $2M and $25M in revenue, we offer a fractional CFO engagement: a fixed number of hours each month for board-level reporting, financing conversations, and long-range planning, backed by the same team that closes your books.

Who it's for

Owners making a significant decision in the next twelve months, whether that's a second location, a bank line, bringing on a partner, or preparing the business for sale.

Clean books, delivered every month

Hand off the bookkeeping to a team that specializes in it, and get your evenings back.

Two colleagues reviewing financial statements at a desk