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DECIDE • ALIGN • EXECUTE

CPA-Led Advisory & Execution for Service Businesses and Nonprofits

Service businesses: cash flow, pricing, profit
Nonprofits: funding, reporting, clarity

ARTICLES

Results We Deliver With:

How We Work: Advisory in Practice

Service Business | $1–3M Revenue Range

CPA-led advisory for a growing service business without a dedicated finance function. QuickBooks and JobTread were used, but reporting, profitability visibility, and KPIs were inconsistent. We designed a phased roadmap for system alignment, workflows, KPIs, and delegation — enabling profitable, scalable growth.

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© 2025 Systema Accounting & Advisory Ltd

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