Advisory
Monthly Financial Advisory
Ongoing CFO-level guidance — monthly review meetings, KPI dashboards, and forward-looking planning instead of just rear-view reporting.
The approach
Most business owners want more than a stack of monthly statements — they want someone who can read them and tell them what to do next. That's the role I play with my advisory clients: a monthly review of where the numbers are, what they mean, and what's coming.
What I help with
- Monthly financial review meetings
- KPI and Power BI dashboards
- Cash flow forecasting and scenario planning
- Pricing and margin analysis
- Budget vs. actuals tracking
- Owner-compensation and distribution strategy
Who this is for
- Already have books in order but want strategic guidance.
- Are planning a hire, expansion, or major purchase.
- Need help interpreting cash flow, margin, or profitability trends.
- Want a sounding board before making big financial decisions.
Why work with me
Twenty-five years as a Controller and CFO across manufacturing, higher education, engineering, and professional services — practical experience translating numbers into decisions, not theory.
Working with KRB
What clients say after we work together
Rebekah took our books from 14 months behind to fully current in six weeks, then set us up with a monthly cadence we actually understand. The difference in how I run my business now is night and day.
Operations ownerManufacturing · Bradley County
I was paying a payroll service and a bookkeeper and a tax preparer who all blamed each other when something went wrong. Rebekah is one phone call. That's it.
FounderProfessional services · Chattanooga
The S-Corp election conversation alone paid for the year of advisory. She walked through the numbers, showed me the break-even, and made the recommendation in plain English.
OwnerConstruction · Williamson County
How it works
A simple, transparent process
From the first call to ongoing support, you always know what's happening and what comes next.
- 01
Free Consultation
Schedule a free call to see where your business's finances are and how I can help.
- 02
Strategy & Proposal
I outline a clear plan and scope of services tailored to your business.
- 03
Plan Execution
We complete the agreed services — accounting, cleanup, reporting, tax filing, and more.
- 04
Ongoing Support
If you're happy with the work, we build a long-term partnership with continued accounting support and financial guidance.
FAQ
Common advisory questions
What's actually in a monthly advisory engagement?
A monthly close (financials finalized), a one-hour review meeting (what the numbers mean and what's coming), and ad-hoc support between meetings. Some clients also get Power BI dashboards refreshed weekly with live KPIs.
How is this different from a fractional CFO service?
Same idea, smaller scale. KRB engagements work for businesses that need senior financial guidance but don't have the volume to justify a full or fractional CFO. You get the same quality of analysis on a tighter cadence.
Free 30-minute consult
Ready to talk?
Book a free 30-minute consultation. We'll look at where your finances are now and what would actually move the needle.