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300+ Founders Served Over $100M raised 40+ Years of Experience

Your Catalyst for Financial Transformation and Success

Choosing the Wrong Financial Strategy Can Be Expensive

We all know that running a successful business is like navigating a minefield. Without proper financial management and strategy, it’s easy to veer off course and run into BIG financial problems.

Problems that can cause:
Cash Flow Crisis

A staggering 82% of businesses struggle with inadequate working capital due to poor cash flow management skills and know-how. It’s like walking on a tightrope without a safety net. One wrong step and your business could come crashing down. You don’t want to stunt your financial stability, do you?

With improper invoicing and record-keeping practices, you’re playing a dangerous game of numbers that can undermine the trustworthiness of your financial records. No one likes to risk their business’s financial integrity or second-guess the credibility of their records

Planning Pitfalls

Inefficient financial planning and forecasting mean you’ll be throwing darts in the dark, hoping for a target but never hitting the mark. Your business is held back, progress is hindered, and potential remains untapped.

Competency Gap

Limited resources and the right expertise to handle complex financial tasks can shatter your business’s core functions. The fallout? Missed opportunities, stress overload, and a fight to keep your business whole.

Don't Gamble With Your Business's Future

At Consult PBI, we specialize in guiding businesses like yours toward financial prosperity. Our financial specialists will help you chart a well-defined path, maximize your resources, and make every penny count.

With our industry-leading virtual CFO, bookkeeping, and accounting services, we deliver a strategic blend of financial expertise, meticulous attention to detail, and scalable solutions designed to ignite business growth, safeguard your bottom line, and set you on a trajectory for lasting success.

Say goodbye to the burden of in-house bookkeepers and accountants, and save costs without compromising on quality with us.

Here's How We Fuel Your Business's Financial Performance

Financial Planning and Forecasting

Gain crystal clarity and control over your financial future with our laser-focused planning and forecasting services. We’ll help you sail through the ever-changing financial landscape, anticipate market trends, and steer your business toward sustained growth and revenue generation.

BookKeeping and Accounting

Experience peace of mind as we handle the nitty-gritty of your bookkeeping and accounting in a timely and accurate manner. We’ll keep your financial records in impeccable order, ensuring maximum precision and transparency and giving you the confidence to focus on what you do best – building your business

Financial Analysis and Reporting

Uncover valuable insights into your business’s financial health with our comprehensive analysis and reporting services. Our experts will dig deep into your financial data, identify key improvement areas, and provide clear, actionable (monthly/quarterly/annual) reports that empower you to make informed decisions, avoid costly errors, and optimize your financial processes.

Virtual CFO Services

Elevate your financial strategy with our virtual CFO services. Our seasoned professionals will act as your reliable advisors, offering personalized guidance, cutting-edge frameworks, and deep industry knowledge to infuse your business with a new level of financial agility. Whether you’re a budding startup or a small and developing business, we’ll work closely with you to strengthen your financial foundation and unearth new directions for your operations.

Stories of Trust, Result, and Partnership

Streamlined Process for Your Financial Success

1

Discovery Session

We begin by conducting an in-depth consultation to thoroughly understand your business’s unique situation, existing challenges, and desired objectives. This sets the stage for the next step.

2

Customized Blueprint

From the insights gathered, we curate a bespoke proposal outlining the solutions we recommend to solve your most pressing pain points and drive tangible business results.

3

Efficient Onboarding

Next, our team will reach out to you to gather all the crucial information, set up your accounts and ensure a smooth transition. With a minimum commitment of just 3 months, we lay the groundwork for long-term financial success, leaving no room for delays or disruptions.

4

Unwavering Support

We believe in building enduring partnerships. That’s why you get continuous support and proactive communication with us to keep your finances up-to-date and accurate. We are always available to address your queries and offer the financial clarity and confidence your business needs to thrive.

Our Team is Expertly Trained in

Choose the Plan that Aligns with Your Business Stage

STARTUP

$750

/Month
Typical Client Size/Under 10 employee
Reactive services
Scheduled Meetings - Up to 1x/Month
Onboarding / 5 Days
Monthly book keeping
Accounts payable and accounts receivable management (monthly)
Payroll management
Month-end reporting (within 30 days of month-end
Annual financial statements
EARLY STAGE

$1,500

/Month
Typical Client Size / 10-20 employees
Proactive Service
Scheduled Meetings - Up to 2x/Month
Onboarding / 10 Days
Monthly bookkeeping
Accounts payable and accounts receivable management (monthly)
Bank reconciliation statements
Month-end reporting (within 30 days of month-end)
Annual financial statements
Annual budget assistance
Quarterly cashflow review
Growth

$2,500

/Month
Typical Client Size / 20+ employees
Strategic Service
Scheduled Meetings - Up to 6x/Month
Onboarding / 14 Days
Monthly bookkeeping
Accounts payable and accounts receivable management (monthly)
Payroll management
Month-end reporting (within 30 days of month-end)
Annual financial statements
Annual budget assistance
Quarterly cashflow review
Budget Vs. Actual analysis - Quarterly
Financial model support & updates
Financial KPI check
Dedicated CFO

Following services are also available, but are optional.

Department Performance
Customized Dept Reports
Company-Wide KPIs
Resource Planning
Business Tax Return

Ready to Unlock Your Business's Financial Potential?

Stop leaving your business’s financial success to chance! Book a call with our experts today to explore how our innovative financial solutions can propel your business to remarkable new heights