Advisory Services
Financial guidance that helps you make smarter decisions, plan ahead, and grow with confidence.
What This Service Is
Advisory is where we move beyond bookkeeping and into strategy.
Instead of just reporting what happened, we help you understand why it happened — and what choices will support your goals moving forward.
Advisory gives you a trusted partner to talk through:
Profitability questions
Cash flow planning
Growth decisions
Pricing or margin concerns
Financial bottlenecks
Job performance trends
“What should I do next?” moments
It’s guidance tailored to construction — practical, clear, and focused on results.
Why Construction Businesses Need It
Contractors face challenges most small businesses never deal with:
fluctuating materials
unexpected delays
overlapping projects
tight margins
changing labor costs
unpredictable cash flow
Advisory services help you navigate these realities with confidence by giving you:
clarity around your numbers
insight into what’s working
warnings when something’s off
support for making informed decisions
You should never feel like you're guessing.
What Compass Does Differently
We don’t speak in jargon or hand you a 20-page PDF.
Our advisory is real-world, practical, and based on years of working with construction businesses just like yours.
You get:
Clear explanations of what your numbers are telling you
Practical recommendations based on your goals
Help identifying opportunities or red flags
Simple guidance, not overwhelming spreadsheets
Support during key decisions (hiring, bidding, equipment, growth)
A partner who understands construction — not just accounting
Our goal is to help you run a smarter, healthier business — with confidence.
What’s Included
Advisory looks different for every contractor, but can include:
Monthly or quarterly advisory meetings
Financial performance reviews
Cash flow discussions
Job profitability insights
Growth planning & revenue goals
Identifying areas to improve margins
Support evaluating big financial decisions
Customized action steps
Advisory does not include tax planning, forecasting, or CFO-level services unless specifically added.
Who This Is For
Advisory is a great fit for construction business owners who:
want to understand their numbers better
are growing and need more structure
feel stuck and need clarity
want guidance before making big decisions
want to feel proactive instead of reactive
If bookkeeping keeps your business running, advisory helps your business grow.
How to Get Started
Advisory services are available to monthly bookkeeping clients once your books are clean and accurate.
Every client begins with a Deep Dive Review, followed by ongoing bookkeeping.
Once your financial foundation is solid, we can layer on advisory support.
Ready for clarity and confident decision-making?
Let’s begin with a Deep Dive Review.