Business Financial Advisory

Most professional service business owners are excellent at what they do. The clinical work, the legal work, the client relationships — that part comes naturally. The business side is a different story.

Business financial advisory is for the owner who has built something real — a practice with revenue, staff, overhead, and clients — but who feels like the financial side of the business is running on autopilot. You're not sure if you're as profitable as you should be. You don't have a clear picture of your cash flow month to month. Tax season is the only time you really look at your numbers, and by then it's too late to do anything about them.

LTP Advisory's business financial advisory service changes that. It's an ongoing, hands-on financial partnership built for professional service business owners who are ready to run their business with the same precision they bring to their profession.

Who This Is For

This service is the right fit if you are:

  • A professional service business owner or other small business with annual revenue of $400K or more

  • Currently without any dedicated financial strategy or CFO-level oversight in your business

  • Relying on your CPA for compliance but lacking anyone focused on financial performance and planning

  • Making major business decisions — hiring, pricing, expansion, equipment — without a clear financial framework to evaluate them

  • Ready for ongoing financial partnership, not a one-time engagement

This is not the right fit for businesses that need bookkeeping, payroll, or tax services. Your existing CPA and bookkeeper stay in place — the fractional CFO works alongside them, not in place of them.

What's Included

LTP Advisory's fractional CFO service includes:

  • Monthly financial review — Regular review of your business financials with interpretation and context, not just numbers

  • Cash flow management — Visibility and planning around cash flow cycles, which affect nearly every professional service business

  • Profitability analysis — Identifying where your business is generating real margin and where it isn't

  • KPI tracking — Establishing the right metrics for your business and monitoring them consistently

  • Strategic financial planning — Forecasting, scenario planning, and financial goal-setting aligned with where you want to take your practice

  • Decision support — A trusted voice when you're evaluating any major financial decision

  • Coordination with your CPA and bookkeeper — Ensuring everyone is working from the same financial picture

FAQs

What is business financial advisory?

Business financial advisory is ongoing strategic financial guidance for business owners. Unlike a CPA or bookkeeper who focuses on compliance and record-keeping, a business financial advisor works with you on financial strategy — cash flow, profitability, planning, and decision-making. LTP Advisory provides this service specifically for professional service business owners.

Do I still need my accountant if I work with LTP Advisory?

Yes. LTP Advisory works alongside your existing CPA and bookkeeper, not in place of them. Your accountant handles compliance and tax preparation. Henry works at the strategy and advisory level — helping you understand your numbers and make better financial decisions throughout the year.

How long does a business financial advisory engagement last?

Engagements are structured as six-month partnerships. This timeframe allows for meaningful work to be done — not just a snapshot, but an ongoing advisory relationship that builds financial clarity over time.

The Process

Step 1 — Right Fit Meeting A free 30-minute conversation to understand your business, your financial situation, and whether fractional CFO services are the right fit.

Step 2 — Financial Assessment A structured review of your business financials. This is where Henry builds a complete picture of your business — what's working, what isn't, and where the highest-impact opportunities are.

Step 3 — Assessment Review Henry walks you through the findings in plain language. You'll have a clear picture of your financial gaps and a specific sense of what ongoing fractional CFO support would address.

Step 4 — Ongoing Fractional CFO Engagement If there's a strong fit, Henry outlines the scope and structure of an ongoing engagement. Fractional CFO engagements run in six-month increments.

Investment

Engagements start at $1,497/month, structured as six-month partnerships. Exact investment is determined after the Financial Assessment, based on the scope and complexity of your business.

Ready to Get Started?

If you're a professional service business owner in West Los Angeles and you've been meaning to get a better handle on your finances, the Right Fit Meeting is the right first step.

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