Nelson Tax Advisory  ·  Fractional CFO

The Nelson Profit Review

You know your revenue. You know your bank balance. Almost nothing in between.

That's not a knock. It's how it goes when you're running a business past a million dollars and you're still the one answering the phone, quoting the jobs, and making payroll. The Nelson Profit Review closes the gap.

The four answers you don't have yet
?
Where the money
actually goes
?
What you earn on
each service line
?
What you really
pay yourself
?
The three moves
that change your year
One review. Four answers you've never had laid out in front of you.

Here's the truth most owners have been avoiding: you can be busy, growing, and profitable on paper... and still have no idea which parts of your business actually make money. You feel it more than you can see it.

That gap costs you every month you don't close it.

What it is

Twelve months of your real numbers, made clear.

I take a year of your actual financial activity and hand you back four things you've never had in one place:

Before you talk yourself out of it

You don't need clean books.

Let me say this plainly, because it stops a lot of good owners before they start. You don't need QuickBooks. You don't need a bookkeeper who's caught up.

If your financial life lives in bank statements, credit card statements, an invoicing tool, and a few spreadsheets you built to keep the wheels on... that's exactly what I work from.

What I need from you

  • Twelve months of bank and card statements
  • Access to however you invoice and get paid
  • One short conversation about how the business actually runs

Building the picture from your real numbers is the job. It's not something you have to do before we start.

What you get

A finished review, walked through with you live.

Not emailed and left to sit. We sit down, I show you what your numbers say, and you'll see things about your own business you've never seen laid out before.

01

Where the money goes

The real breakdown. Most owners are surprised... some of them stunned.

02

True margin by service line

Which work makes you money. Which work quietly costs you. Your busiest line is often your worst one.

03

Your real owner pay

What you're pulling, how it's structured, and what a licensed Enrolled Agent sees that a bookkeeper doesn't.

04

Your three moves

Ranked. With dollars attached. Three, not thirty. Focus is the point.

05

The roadmap

What it looks like to run this every month instead of once.

What it costs

$2,000
Flat. Deposit to book. Two to three weeks from your numbers to your review.
There's no bad place to start getting clear on your business. But some are better than others. This is the better one.

The one honest thing I'll tell you up front

Sometimes the numbers are messier than a single review can fully untangle. If that's your situation, I'll show you exactly where the gaps are and what it takes to fix them.

That finding is part of the value... it's usually the clearest argument for why the monthly work matters. Either way, you walk away knowing more about your money than you did before we sat down.

Ready to see your numbers?

Book your Nelson Profit Review