“The feedback, advisory, and guidance was not only needed but a blessing. He makes things that seem impossible plain. He’s passionate about what he does, and he walks with you in the process. Very much recommend for…”
Business Consulting & Advisory
Straight answers on pricing, cash flow, hiring, growth and what the numbers are telling you, from someone who already knows your books.
Most business owners have never had someone sit down with their numbers and tell them the truth. Consulting at D&D is practical: what is actually making money, what is quietly losing it, whether you can afford the next hire, and how to price so the business pays you.
Because we keep the books, the advice is grounded in your real numbers, not generic rules. Sessions cover cash flow planning, pricing and margins, cost control, entity and tax structure questions, preparing for financing, and building a plan for the year.
Consulting is available as part of an ongoing plan or as a standalone engagement for a specific decision.
What is included
- Cash flow planning and management
- Pricing, margins and cost structure review
- Growth planning and hiring decisions
- Entity structure and tax planning conversations
- Preparing for loans, investors or a sale
- Quarterly strategy reviews with your numbers
Available nationwide
Business Consulting & Advisory is handled remotely through secure, read-only connections to your bank feeds and accounting software, so it works the same whether you are in Cherry Hill or California. Clients in South Jersey and Philadelphia can also meet in person.
Business Consulting & Advisory questions
Is consulting only for existing bookkeeping clients?
No. It works best when we know your books, but standalone engagements for a specific decision are welcome.
What does a first session look like?
We review your most recent financials, talk through what you are trying to decide, and give you clear recommendations and next steps.
Do you work with startups?
Yes. Getting the structure, bookkeeping and cash plan right at the start saves a great deal of cleanup later.
How it starts
- Quick discovery call
Fifteen minutes on what your business does, what software you use, and where the books stand today.
- Secure connection
We connect to your bank feeds and accounting software with read-only access. No paper shuffling.
- Catch-up if needed
If the books are behind, we bring them current and reconciled before anything else.
- Monthly rhythm
Each month you get reconciled books, clear reports, and a short note on what changed.
“I’ve had the pleasure of using D&D’s services for quite some time. Always a 5 star experience w results input consulting and customer service all around”
Related
Often paired with consulting
Catch-Up & Cleanup Bookkeeping
Months or years behind? We rebuild your books from the bank statements up and get you current, accurate and tax-ready.
Learn more →QuickBooks Setup & Cleanup
New QuickBooks file set up correctly from day one, or an existing file cleaned up so the numbers can be trusted again.
Learn more →Payroll Services
Employees and contractors paid accurately and on time, with payroll taxes and filings handled or coordinated for you.
Learn more →Ready to hand off consulting?
A fifteen-minute call tells you what it would take. Free, no obligation.
