Oversight and advisory
Know what the business can afford
Oversight, cash planning, and decision support for owner-led businesses.
EJC keeps your accounting reviewed and on schedule, then helps you use the results. We forecast cash, explain changes in profit, and model the effect of hires, pricing, and expansion before you commit.
Best when monthly accounting is in place and you're making calls on hiring, pricing, or growth without a clear view of cash and margins.
Oversight and advisory continue throughout the month
At a glance
Cash-flow planning, profitability analysis, decision support, and owner meetings built on reviewed monthly reporting.
Oversight and advisory
- Best when
- Decisions about hiring, pricing, or expansion come up and nobody has modeled what they do to cash.
- First focus
- A cash forecast, a review of recent margins, and the decisions coming up next.
- Outcome
- You know what the business can afford and what needs attention next.
When the work happens
Advisory starts with reviewed monthly numbers, but it doesn't stop at the monthly review. We update the forecast and KPIs, meet on the decisions in front of you, and follow through on agreed actions throughout the month.
What changes
See the impact before you commit.
Each decision gets numbers behind it: what it costs, when the cash goes out, and what it does to profit. Then we agree on next steps and follow up until they're done.
- Cash needs are forecast weeks ahead, with shortfalls flagged early.
- When profit moves, you get the reason and what to do about it.
- Hiring, pricing, and expansion plans come with a model of cash and profit.
- Open items, deadlines, and provider handoffs still have a clear owner.
What's included
Planning built on reviewed numbers.
Cash-flow planning.
We build a 13-week cash forecast, flag potential shortfalls early, and show what the business can afford before you spend.
Profitability and performance.
We explain why profit changed, break down costs and margins by customer, job, or location, and set up a short list of KPIs that fit how the business runs.
Financial decision support.
We model what a hire, a compensation change, new pricing, a major purchase, or an expansion does to cash and profit.
Ongoing owner advisory.
We meet on a set schedule to review results, make recommendations, agree on priorities, and follow through on what we agreed.
Oversight underneath it.
Reporting review, deadline tracking, open-item follow-up, and coordination with your bookkeeper, tax preparer, and payroll provider.
The monthly rhythm
How a month works
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The books close, through EJC or through your bookkeeper or accounting team.
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We review the results and update the forecast and KPIs.
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We meet to go through the results and the decisions coming up.
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We agree on priorities and owners, then follow up before the next meeting.
What it costs
Oversight and advisory has a fixed monthly fee based on the reporting, forecasting, analysis, meetings, and decision support included in the scope. It can sit on top of EJC's monthly accounting or work from books maintained by your bookkeeper or internal team.
If the underlying accounting isn't dependable yet, we'll scope the monthly accounting or cleanup needed first.
Request a reviewOversight and advisory questions
Do you need to do our books?
No. We can work from books your bookkeeper or internal team keeps. We review each month's results first so the forecast and analysis start from numbers that tie out.
What if the close isn't dependable yet?
Monthly accounting and close, or cleanup, might need to come first. A forecast built on books that don't tie can point you the wrong way.
Can you work with internal staff?
Yes. EJC works alongside bookkeepers and accounting teams, clarifies handoffs and deadlines, and uses their monthly results as the starting point for planning.
How often do we meet?
We set the schedule during scoping. A monthly results review is the starting point, with extra time before a major decision like a hire, a price change, or a new location.
Who leads the work?
Ethan Carlson leads every engagement and the owner meetings.
Tell us what decision you're trying to make
Send a short note about the cash question, profit issue, hiring plan, pricing change, expansion, or other decision in front of you. We'll review the starting point and tell you what would be useful to model or monitor.