Clarity, Confidence, and Better Decisions—Backed by Numbers.

Designed for business owners who want clear financial insight, proactive guidance, and a trusted partner—not just reports after the fact.

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How It Works

Business professionals in a collaborative team meeting, discussing charts and plans with laptops and notebooks.

What you’ll get in Advisory

Strategy sessions to identify areas of improvement, and plan a course of action.

Custom KPI’s to track metrics imperitive to your business success.

13‑week cash flow forecasting with stress tests

Profit planning by service/client with pricing recommendations

Tax strategy built into every decision — no year‑end surprises

Goal setting, milestones, and accountability check‑ins

Make decisions with data, not guesswork

If you’re reacting to cash crunches or surprise tax bills, you’re already behind. We put structure around your finances so you can make proactive, confident decisions.

Not sure how much you can safely pay yourself or reinvest
Financial reports exist — but they don’t drive decisions
Cash flow swings up and down with no clear pattern
You don’t know which clients or products truly drive profit

Why businesses choose mashCPA

Fixed-fee pricing

Transparent monthly billing — no hourly spikes.

Cloud-first

QBO and best‑in‑class apps + spreadsheets to model your unique situation.

Operator’s mindset

We think like owners — not auditors.

Plain-English advice

Clear priorities and next steps every meeting.

how it works

Discovery Stage

We shadow your team to understand your business, your goals, and your bottlenecks.

Advisory Roadmap

We create a tailored action plan: KPIs, milestones, forecasts, and the first round of initiatives.

Ongoing Guidance

We meet regularly to review outcomes, address roadblocks, and adjust the plan to stay on track.

Client Results

“Working with Denis we were able to achieve a consistent 12 week forecast that enabled us to get a grip on our spending and dial opex into the next quarter. With his guidance we cut AP in half over six months, and were able to renegotiate 90 day terms with most vendors.”

— Maria S., Owner, Evergreen Mfg.

Ready to make smarter, faster, more profitable decisions?

Book a free strategy call. We’ll map out a 90‑day plan to stabilize cash, increase profit, and give you decision‑grade clarity.

Schedule a Consultation